Posts are informal. Mostly notes on learning, reading, observations and decisions.
- 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.
- April 2025
Why this site exists
A short note on what this place is for.