https://shayansadar.com/ Notes on investing, businesses, and ideas worth thinking through. en shayan@raudah.co (Shayan Sadar) Tue, 11 Aug 2026 00:00:00 GMT https://shayansadar.com/writing/2026-08-owning-a-job-first https://shayansadar.com/writing/2026-08-owning-a-job-first Why a business cannot be on autopilot and compound from day one. Tue, 11 Aug 2026 00:00:00 GMT https://shayansadar.com/writing/2026-02-founders-investors-and-the-tam-question https://shayansadar.com/writing/2026-02-founders-investors-and-the-tam-question Whether founders and investors are doing the same work or only similar-looking work, and why TAM is the wrong question early on. Sat, 14 Feb 2026 00:00:00 GMT https://shayansadar.com/writing/2025-10-is-value-investing-dead https://shayansadar.com/writing/2025-10-is-value-investing-dead Notes on whether value investing still works in a market of intangibles, passive flows, and benchmark incentives. Wed, 15 Oct 2025 00:00:00 GMT https://shayansadar.com/writing/2025-06-reading-inventory https://shayansadar.com/writing/2025-06-reading-inventory Why inventory shows up before earnings do, and why it reads as a live operational pulse. Thu, 12 Jun 2025 00:00:00 GMT https://shayansadar.com/writing/2025-04-why-this-site-exists https://shayansadar.com/writing/2025-04-why-this-site-exists A short note on what this site is, why I'm writing it publicly, and how I think about leaving unfinished thinking visible online. Thu, 24 Apr 2025 00:00:00 GMT