About

This website is my public thinking space. You’ll find writings that are a mix of my investment journal and intellectual exploration.

I approach investing as both a craft and a meta-discipline, grounded in the principles of value investing but continuously shaped by a growing latticework of mental models like evolutionary biology, network theory, psychology, and philosophy. My goal is better understand why and how certain high-quality organizations (e.g., businesses) create durable value.

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 plot twists.

My north star is quality of thought and the endless pursuit of continuous improvement.

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