About

This website is my public thinking space — part investment journal, part intellectual exploration.

I approach investing as both a craft and a discipline, grounded in the principles of value investing but continuously shaped by systems thinking, probabilistic reasoning, and a growing latticework of mental models. My goal is not just to find undervalued businesses, but to deeply understand why and how certain companies create durable value — especially when that reality isn’t yet obvious to the market.

Here, you’ll find investment memos dissecting companies from a first-principles lens, frameworks inspired by thinkers like Warren Buffett, Charlie Munger, Michael Mauboussin, Bill Miller, and Joel Greenblatt, and essays that trace the connections between business, philosophy, and complexity. This is where I document not just conclusions, but the journey — the uncertainties, updates, and occasional dead ends.

My north star is clarity of thought, of signal over noise, and of conviction that is earned, not assumed.

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