Why this site exists
April 24, 2025
A notebook for what I'm working out about investing and building.
I write mostly for my own clarity. If someone working on similar problems finds a piece useful, good.
What's here
- Reading notes from annual reports, investor letters, and books.
- Decision logs on choices I'm making while building.
- Observations on businesses I'm studying and patterns across companies and cycles.
Most of these are unfinished. I update them as the thinking changes.