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
Jul 13, 2026
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4 min read
The three signals I use to find ideas before they're obvious — and the oil trade that proved it.
Model Portfolio
Jul 8, 2026
3 min read
Stock picks were half a decision. Here's the other half.
Stock Picks
Jun 29, 2026
6 min read
Salesforce is down 40% on a narrative that makes it more valuable, not less.
Jun 22, 2026
The $2.65 billion bet that validated my own framework
Jun 15, 2026
5 min read
A postmortem on the trade I won, then lost.
Lifestyle Investments
Jun 8, 2026
2 min read
What to do when lifestyle creep starts calling itself an investment.
Jun 1, 2026
Stop doing too much of the wrong things.
May 26, 2026
Most constraints aren't real. They're just assumptions nobody tested.
May 18, 2026
Not metaphorically. A
