Invest

Markets, money, and long-term wealth building.

After selling my company, I had capital to deploy and zero experience in public markets. I spent a year studying while everyone else was buying into the 2022 euphoria. When markets crashed, I deployed.

This is where I share my research—deep dives on companies I find interesting, frameworks for thinking about markets, and lessons from both wins and expensive mistakes (Bitcoin, Ethereum, and a startup that went belly up all taught me something).

My approach: understand what you own, be patient in deployment, and never panic in drawdowns because you've done the work.

2026

Feb 5 Which Cloud Software Stocks Actually Benefit from AI? I Analyzed 32 Companies to Find Out

Independent analysis of 32 cloud and ad-tech companies, scoring how AI impacts customer demand for each one.
Jan 30 The AI Infrastructure Stock That Escaped Russia

From $30 billion Russian tech giant to delisted and sanctioned, to 500% gains in three months. The unlikely story of Nebius and why it matters for AI investors.
Jan 28 The AI Marketing Stock You've Never Heard Of

While everyone chases Nvidia and Tesla, Zeta Global has been quietly crushing it in AI-powered marketing. Here's why this under-the-radar company deserves your attention.

2025

Dec 15 Harrow: The Hidden Gem Challenging Big Pharma in Eye Care

A small company with a big vision - and the numbers to back it up. An analysis of Harrow (HROW) and why this scrappy founder's bet on eye care could pay off.
Nov 3 My First Year in Public Markets: Why I Write About Investing

After selling my company, I had capital and zero experience. Here's what a year of studying while others bought into euphoria taught me.
Feb 15 How Asset Prices Actually Work

Fair value, interest rates, money supply, and the real estate myth -- explained with real Indian stocks, interactive charts, and zero jargon.