Latest posts

Writing

Short blog logs alongside longer articles. Each card links to the full piece—same voice, different depth.

Article Apr 2, 2026

Portfolio review — Q1 2026

What changed in conviction, what I trimmed, and which assumptions I am explicitly revisiting after a volatile quarter.

Blog Mar 18, 2026

A short note on how one page of plain-language reasoning saves me from impulse trades and keeps reviews honest months later.

Blog Feb 7, 2026

How I use simple bands instead of precision theater, and why “good enough” sizing beats perfect spreadsheets for my temperament.

Article Jan 21, 2026

An article-length outline of the non-negotiables in my framework: business quality, valuation discipline, and pre-defined invalidation.