About
I work on Raudah, where I build the things I want to spend the next decade on.
Before that, I worked in software for several years, first as an engineer and then as a product manager. Most of what I believe about product quality and setting up systems came from that work.
I'm most interested in things that compound over time. Products people keep returning to, and craft that deepens with practice.
Writing
- February 2026
Founders, investors, and the TAM question
On whether founders and investors are doing the same job, or jobs that only look similar from a distance.
- October 2025
Is value investing dead?
Notes on whether investing discipline still works, and where it gets harder.
- June 2025
Reading inventory
On whether inventory tends to move before earnings.