Jesse Walker
Individual investor for 30 years. Former poker professional. Spreadsheet person.
And why it exists
Most AI investment content is either hype-driven newsletters or institutional research behind expensive terminals. Nothing in between for self-directed investors who want data and frameworks.
Visual essays with real numbers. Every claim sourced. Every assumption shown. Interactive tools you apply to your own portfolio.
Every essay starts with a question and ends with math. We pull real financial data — SEC filings, earnings reports, historical price series — and build the analysis from there. Assumptions are stated. Models are shown. When we don't know something, we say so.
The analysis is data-driven and math-forward: transparent assumptions, visible methodology, no black boxes. We use AI tools in production — for data processing, visualization, and research acceleration — but every conclusion, every editorial judgment, and every investment framing is human. The tools get faster. The thinking stays mine.
Questions or ideas? [email protected]
Individual investor for 30 years. Former poker professional. Spreadsheet person.
The numbers behind the AI investment story. Free, always.