Roam Research for Investment Research

The practice of using Roam Research as a Knowledge Management and research tool for investment analysis — the subject of Kyle’s essay Networked Conviction: Roam + Investing (2021).

The Zettelkasten meets investing. The core idea from Kyle’s essay and the saved tweets around it: investing requires building and testing conviction over time, not just processing information at the moment of decision. Roam Research’s networked structure — where every note links bidirectionally to others — mirrors how investment theses actually compound: a belief about a company connects to a macro view, which connects to a pattern seen in another sector, which surfaces when a new situation resembles an old one. The essay argues this is the native shape of Investing Philosophy when it’s working correctly.

Community interest (2021). The saved tweets document a moment of real interest in this intersection: Harry Stebbings publicly admitting he had done very little public markets investing and asking for the new research stack; a tweet asking if Roam Research templates existed for investment research; a Twitch stream for Zettelkasten maintenance floated as a concept. These weren’t productive on their own — the tweets are thin captures — but together they mark the period when Tools For Thought and Growth Investing research communities were figuring out how to combine.

Where this appears

• Growth Investing Resource List - I… (tweet)
• Quite Embarrassed to Say I… (tweet)
• Seems Like It Would Be… (tweet)
• Signup to Get Early Access… (tweet)
• Twitch for Zettelkasten Maintenance… (tweet)