Investing (5)
Practical Thoughts (7)
Trip Report

China Trip Part 2 - What is going in with the Chinese consumer?

A deeper look into the China Macro and my analysis on structural vs cyclical changes.

April 2026 · 10 min read
Practical Thought

Laying the foundation — meaningful skill takes meaningful time

No shortcuts exist. Hard work done consistently over time is the only reliable path. And your process must evolve as your skill increases.

June 2025 · 20 min read
02
Trip Report

Three weeks in Shanghai, Beijing and Hong Kong: The view from an investor and regular human

Notes from a three week investor tour in China and Hong Kong
02
Practical Thought

Build the mind that builds the life

Environment, deliberate practice, and complexity
03
Investment Memo

Best Buy: the structural short

Vendor leverage eroding, margins compressing, and a marketplace pivot that accelerates the decline
03
Process

Creating your own opportunities: How I got a job in Investing

65% GPA, no network, the exact playbook I used
04
Case Study

Amazon Case Study

The customer obsessed retailer
04
Process

Dream with a plan

Dreams without structured process stay dreams
05
How to Invest

Building a quality-growth framework

ROIC, FCF conversion, moat taxonomy
05
Process

Understanding competition — What I learned from Kobe Bryant

Doing what others won't, strategically
06
Mental Model

Seeing beyond the hammer

What is Charlie Munger's multi-disciplinary thinking framework?
Investing (5)
Trip report

China Trip Part 2 - What is going in with the Chinese consumer?

A Deeper look into the China Macro question and my analysis on cyclical vs structural changes.

April 2026 · 10 min read
02
Trip Report

Three weeks in Shanghai, Beijing and Hong Kong: The view from an investor and regular human

Notes from a three week investor tour which includes management meetings, experts and analysts
03
Investment Memo

Best Buy: the structural short

Vendor leverage eroding, margins compressing, and a marketplace pivot that accelerates the decline
04
Investment Memo

TKO Group Holdings: owning the fight

UFC + WWE, premium live content, pricing power
05
How to Invest

Building a quality-growth framework

ROIC, FCF conversion, moat taxonomy
Practical Thoughts (7)
Practical Thought

Laying the foundation — meaningful skill takes meaningful time

No shortcuts exist. Hard work done consistently over time is the only reliable path. And your process must evolve as your skill increases.

June 2025 · 20 min read
02
Practical Thought

Build the mind that builds the life

Environment, deliberate practice, and complexity
03
Process

How to get hired when nobody knows your name

65% GPA, no network, immigrant parents — the exact playbook I used
04
Process

Dream with a plan

Dreams without structured process stay dreams
05
Process

How I stood out — inspired by Kobe Bryant

Doing what others won't, strategically
06
Mental Model

Seeing beyond the hammer

Charlie Munger's multi-disciplinary framework changed how I make decisions