Engineering PhD turned capital allocator. Follows the Buffett school of investing.
Investor Insights
Oct 26, 2026
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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
2 min read
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
Aug 31, 2026
Price is down ~70% from its high, but is it cheap?
Aug 24, 2026
A trade that's still good, at a price that's no longer as good
Real Estate
Aug 17, 2026
A cap rate of 9.3% became negative cash flow the moment I checked the real tax bill.
Aug 10, 2026
Exposing a contradiction in how I size positions
Aug 3, 2026
Berkshire got a seat at the table. I only get a stock price.
Jul 31, 2026
Betting on MSFT post-earnings
Jul 27, 2026
Everyone agrees on the setup. Nobody agrees on the clock.
Jul 24, 2026
1 min read
Adding to CRM
Jul 20, 2026
Housing's supply shortage looks like oil in 2020 — except one company didn't cut supply
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
Stock picks were half a decision. Here's the other half.
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
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
