Why subscribe?

There’s no shortage of noise in the world of investing—hot takes, hype cycles, and surface-level analysis. This blog is about cutting through that noise.

Here, you'll find deep dives into individual companies, mental models that sharpen decision-making, and transparent reflections on my own portfolio and positioning. I focus on understanding what makes a business truly durable, what risks are worth taking, and how to think clearly when the market isn’t. Whether it’s breaking down valuation frameworks, exploring macro shifts, or dissecting stakeholder dynamics, every post is written to help you become a more thoughtful, independent investor.

I write for long-term investors …

✅ who care more about process than predictions,

✅ who believe in learning from businesses rather than chasing tickers,

✅ who know that conviction is built, not borrowed,

✅ who see valuation as both art and discipline,

✅ who treat portfolio management as a craft,

✅ who understand that edge comes from patience, clarity, and continuous learning,

✅ who think in decades, not news cycles,

✅ and who believe that a strong mental model beats a hot stock tip—every time.

If that sounds like your kind of thing—no fluff, just real-world investing insight—I’d love for you to subscribe. This isn’t about signals or calls. It’s about building a lasting edge.

Stay up-to-date

Never miss an update—every new post is sent directly to your email inbox. For a spam-free, ad-free reading experience, plus audio and community features, get the Substack app.

Join the crew

Be part of a community of people who share your interests. Participate in the comments section, or support this work with a subscription.