Some background
Investing informs how I think about the world beyond just my portfolio. I talk about it with friends and family often, and I think many of them find value in our conversations. This is an extension of those — a place where I can articulate my ideas more clearly and reach a few more people in the process.
This is my opinion — not investment advice — just a point of view.
What to expect
My writing is purposely broad, covering anything from philosophical reflections to fundamental analysis or actionable stock picks. This is a place of learning for me, but I want it to be a source of value to you.
I aim for two things: (1) to share a unique opinion in every post and (2) to be substantive and concise — not overload you with information. I want to add value, not share unnecessary facts.
How it works
I publish a few articles here. Every month or so — no set schedule — I email you with an update on what I’ve written. If one essay interests you, check it out. If not, delete the email. Hopefully I didn’t waste too much of your time.
Ultimately, I write in search of feedback. I’m grateful to those who have reached out already, and I encourage any and all thoughtful disagreements.
It’s worth repeating: this is my opinion — and that’s open to change at any time.
Start here
For those not sure where to start, I can recommend a few articles:
My Thesis in Planet Labs — one of my highest conviction positions
Evaluating Xometry’s Marketplace Opportunity — fundamental analysis of an interesting business model (using a framework from Bill Gurley)
What’s Behind the Rise of Crocs — diving into the value creation engine of a misunderstood business
Reflections on Time in the Market — says it all in the title
How I Invest #2 — thoughts on how my philosophy has evolved over time
How People Use Planet’s Data: Agriculture — fundamental analysis of customer value propositions in one of Planet’s most promising markets
