Notes
Writing
Two threads. Markets is notes on investing, public companies, and equity research. Entrepreneurship is decision logs from building and running my own SaaS products in finance. I update posts as the thinking changes.
- August 2026Entrepreneurship
Owning a job first
A business is an unpaid job for a few months.
- June 2026Markets
Do you own ADRs in your portfolio?
On the gap between similar-looking stocks and the risks you actually own.
- May 2026Entrepreneurship
A year after quitting my job to build my own product
On why a side business is often a cushion, and what a year of full-time work actually teaches.
- February 2026Markets
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.
- December 2025Entrepreneurship
Why I didn't switch from tech to finance
On stopping long enough to find out I still wanted to build.
- October 2025Markets
Is value investing dead?
On the stretches where patience looks like a mistake.
- June 2025Markets
Reading inventory
On what the balance sheet gives away before the income statement does.