Welcome

Investing is how I think; it informs my worldview beyond just my portfolio. This blog is an extension of my investing practice — somewhere I can articulate my ideas more clearly than a casual conversation and gather more feedback.

This is all my opinion — not investment advice — just a point of view.

Expectations

This is a place of learning for me, but I want it to be a source of value for you. My goal is to share a unique opinion backed by a logical chain of reasoning. I aim to be substantive and concise — to add value, not share unnecessary facts.

I will be wrong at times. I welcome constructive criticism and encourage thoughtful disagreement. Again, this is just my opinion — that’s open to change at any time and without notice.

I write on no set schedule.

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I can recommend a few articles for those not sure where to start:

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