On the underrated power of going deep before going wide — and what M&A dealmakers can teach founders about patience, conviction, and timing.
Read Essay →Competitive dynamics, GTM thinking, positioning, and the patterns behind durable companies.
Long-term thinking, valuations, portfolio strategy, and what the market keeps getting wrong.
Deal structures, acquisition logic, post-merger realities, and what the headline misses.
The humans behind great businesses — how they think, decide, and what makes them remarkable.
Everything else that doesn't fit neatly but deserves to be said — observations, questions, detours.
Most people remember the price. Fewer remember the strategic architecture underneath — the options, the governance clauses, and the quiet bet on Southeast Asia's next decade.
Read →On patience as a competitive advantage and why most personal investment strategies fail not from bad picks, but bad timing psychology.
Read →They compete for the same wallet but operate on entirely different logic. One optimizes for speed; the other for taste.
Read →It wasn't the capsule. It wasn't the machine. It was the decision to sell an experience to people who didn't think they needed one.
Read →
Starting my entrepreneurial journey and using this space to share my learnings: essays, thoughts, and observations on the things I am curious about and passionate about — long-term investing, startups, M&A, valuations, great company stories, business strategy, amazing humans, and everything in between.
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