About the den.

One investor, real money, and a standing invitation to check the math.

"Technology, geopolitics, and stock picking. Creating a Stratechery-like platform with the added element of taking action (investing in individual stocks) based on observed trends. Ex-Intel Corp. ~5 years living in China. Not investment advice." — The Dragon's Den Investing mission, verbatim

Matt Schlenker spent about five years at Intel Corporation and about five years living in China. The first taught him how technology companies actually work from the inside — including how they fail. The second taught him that tariffs, trade policy, and geopolitics move markets before earnings do.

Dragon's Den Investing is where those two educations meet a brokerage account. The format is deliberate: a concentrated portfolio of around six high-conviction stocks, every quarter scored against the S&P 500, every thesis written down before the outcome is known, every prediction graded A through F at year end.

The public bio says it plainly: "Observing tech trends and investing in individual stocks." The portfolio itself is tracked on Savvy Trader for anyone who wants to verify the positions independently.

The through line is temperament over cleverness — Munger-style: invert the problem, stay inside your circle of competence, judge the thesis and not the price, and publish the mistakes. There have been plenty: selling OXY at $42 before it ran 54%, selling AMD and Intel before they ran, missing gold's 62% year. They're all on the record, which is exactly where they belong.

Free

Read the theses

Strategy essays, macro analysis, and performance narratives — open to everyone, including the most-read ASML piece.

$8/mo · $80/yr

Paid

Instant notifications on all buy/sell actions, portfolio actuals with dollar amounts and cost bases, and the full archive.

$240

Founding member

Everything in Paid, plus the knowledge that you're backing independent, accountable investing writing.

Step into the den.

Subscribe on Substack — free or paid. The scorecard updates every quarter either way.

$8/month · $80/year · Founding $240