On spreadsheets, Swiss banks, sanctioned passports, and why the people who understand markets best are often the most lost when it comes to their own money.
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.
On spreadsheets, Swiss banks, sanctioned passports, and why the people who understand markets best are often the most lost when it comes to their own money.
Read →The AI bubble, value investing, and a framework built on the thinkers worth trusting — Damodaran, Dalio, Graham, Marks, and Munger.
Read →They compete for the same wallet but operate on entirely different logic. One optimizes for speed; the other for taste.
Read →Venice seduces you with beauty, then reminds you that beauty carries money, power, violence, memory, shame, protest, and longing. On art as the first language of resistance.
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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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