Writing

Thinking in public.

How I read markets, businesses, and strategy problems — published so you can judge the thinking, not just the credentials.

Selected writing

Daily Note · Strategy

Strategy Needs an Operating Mechanism

A good strategy without an operating mechanism to execute it is just a plan on paper. The mechanism — the routines, metrics, and accountability structures — is what turns strategy into results.

May 14, 2026 3 min read

Daily Note · Finance

Valuation Requires a View of the Business

A DCF without a business thesis is just arithmetic. The assumptions that drive a valuation must be grounded in a coherent view of the company's competitive position, growth trajectory, and risk profile.

May 13, 2026 3 min read

Insight · Operations

What Manufacturing Teaches About Business Resilience

Running a manufacturing operation in an emerging market is an exercise in building resilience under constraint. The lessons translate directly to how I think about operational risk, supply chain strategy, and business durability.

May 5, 2026 6 min read

Insight · AI & Business

How AI Can Support Better Business Analysis

AI tools are not replacing business analysts — they are changing what good business analysis looks like. The analysts who will create the most value are those who use AI to go deeper, not just faster.

May 2, 2026 5 min read

Short notes

Daily NoteCost Reduction Is Not Always Strategy

May 12

InsightWhy Strategy Must Connect to Operating Reality

May 10

InsightValuation Is Not Just a Formula

May 8