Notes
Writing
- August 2026
Owning a job first
A business is an unpaid job for a few months.
Read - 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.
Read - October 2025
Is value investing dead?
On the stretches where patience looks like a mistake.
Read - June 2025
Reading inventory
On what the balance sheet gives away before the income statement does.
Read