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.
Model Portfolio
Jul 24, 2026
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1 min read
Adding to CRM
Jul 20, 2026
4 min read
Housing's supply shortage looks like oil in 2020 — except one company didn't cut supply
Investor Insights
Jul 13, 2026
The three signals I use to find ideas before they're obvious — and the oil trade that proved it.
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.
