What I’m focused on right now.
Inspired by Derek Sivers’ /now page convention.
Tightening unit economics, expanding the SKU lineup, and pushing into new metros this quarter.
The thesis is in the name. Investment simulations and live case work weekly; community before credentials.
Deep-dives into one stock per session: thesis, business model, margin structure, the bear case, the breaking point.
The structural tailwinds I’m willing to bet on for the decade. Patient capital, asymmetric upside.
Currently working through Taleb’s Skin in the Game, Dalio’s Principles, and a stack on Indian industrial policy.
Fewer drafts left in Notion. More essays out the door. Public thinking forces sharper thinking.