Why this exists
To leave behind more than a brokerage statement.
I wanted a place to document the thinking behind ownership: what I bought, what I misunderstood, what changed, and what still felt true after the market moved around.
A record of reasoning
Felix/August is meant to become a durable journal of conviction, mistakes, patience, and discipline. I want the boys to be able to see not just the outcome of decisions, but the reasoning behind them.
That means writing down why a business mattered, why a position was sized a certain way, what risks were visible, and what I hoped time would do for small repeated contributions.
What this is not
- Not day-trading commentary.
- Not a promise that every thesis will be right.
- Not a substitute for caution around options or risk.
- Not a generic finance content site.
What I hope it teaches
- Ownership can be thoughtful and patient.
- Small weekly contributions matter when they are sustained.
- Generational wealth is built by stewardship, not just returns.
- Technology, infrastructure, and energy are deeply connected.