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.
Start Here
I can recommend a few articles for those not sure where to start:
My Thesis in Planet Labs — discussing one of my largest positions
Evaluating Xometry’s Marketplace Opportunity — analysis of marketplace dynamics in custom manufacturing (using a framework from Bill Gurley)
What’s Behind the Rise of Crocs — diving into the value creation engine of a unique brand
Reflections on Time in the Market — looking back on my first few years investing
How I Invest #2 — thoughts on how my philosophy has evolved over time
How People Use Planet’s Data: Agriculture — fundamental analysis of customer use cases in one of Planet’s most promising markets