INDEPENDENT INVESTING & RESEARCH
Independent investment research, real decisions, and an open look at the thinking behind them. Explore the companies I’ve invested in and the questions behind each idea.
Explore recent investmentsA good thesis starts
with a better question.
What creates its value?
What could prove you wrong?
Can you explain the decision?
$10K
Accumulated in investment capital
Capital for my own investing; not client assets or investment returns.
FOUNDER & INDEPENDENT INVESTOR
J&J Investments connects research with hands-on investing. Explore recent investment activity, question the assumptions, and see how I approach the responsibilities that come with putting capital to work.
01 / RECENT INVESTMENTS
HIMS, SOFI, and UBER are part of my recent investment activity. Below are research questions to explore for each company, with space to develop a fuller investment memo.
HEALTH & WELLNESS
Recent investment activity
How durable is demand across its health and wellness offerings?
What could changes in healthcare rules mean for the business?
Compare the company’s filings with the assumptions behind an investment before reaching a conclusion.
FINANCIAL TECHNOLOGY
Recent investment activity
How do its different financial products contribute to growth?
How sensitive are results to credit losses and interest rates?
Compare the company’s filings with the assumptions behind an investment before reaching a conclusion.
MOBILITY & DELIVERY
Recent investment activity
What supports repeat use across mobility and delivery?
How could competition and regulation affect margins?
Compare the company’s filings with the assumptions behind an investment before reaching a conclusion.
The questions are research prompts, not published investment theses. These selections do not represent a complete trading record or a statement of returns.
02 / THE APPROACH
My internship introduced me to professional financial discussions. This project brings that learning into personal investing, with an emphasis on understanding businesses, questioning assumptions, and taking responsibility for decisions.
Put it into practiceLook beyond the ticker. Understand the customers, the product, and how the company earns money.
Separate the quality of a business from the price of its shares. Make the assumptions behind a valuation explicit.
Write the opposing case before reaching a conclusion. Return to the original reasoning when new evidence arrives.
03 / THE RESEARCH DESK
A space to write about an investment: the reasoning, the evidence, the risks, and what happens next. Keep a separate draft for each company.
04 / THE PROJECT
J&J Investments is my independent investing and research project.
I accumulated $10,000 in investment capital for my own investing and bring lessons from my Edward Jones internship to my decisions. My recent investment activity includes HIMS, SOFI, and UBER. This project is a place to develop and share the thinking behind that work.
Accountability means being able to explain a decision, recognize its risks, and learn from the outcome. This website provides a place to develop that thinking through research and reflection.
J&J Investments is an independent project, not a registered LLC. This website does not offer client investment-management services or solicit investment funds.
GET TO KNOW THE APPROACH.
Explore the ideas. Examine the risks. Build your own view.