Notes From a Capital Allocator
Weekly insights on how I deploy capital, evaluate risk, and compound over time.
Engineering PhD turned capital allocator. Follows the Buffett school of investing.
Investor Insights
Nov 9, 2026
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1 min read
I'm changing my cadence
Nov 2, 2026
2 min read
I can’t judge a drug trial, but I can ask what a stock price requires me to believe.
Oct 26, 2026
4 min read
A friend asked what I think about NVO
Oct 19, 2026
3 min read
I had a thesis, a price, and three calendar reminders. The market skipped all of it.
Oct 12, 2026
How I invest in bursts, and whether it’s skill or luck
Model Portfolio
+1
Oct 5, 2026
My exit from Salesforce after a ~48% gain.
Sep 28, 2026
The LEN buy I forgot to tell you about
Sep 21, 2026
What a 30-mile ruler taught me about structural investing
Stock Picks
Sep 14, 2026
And why WING only has one
