·6 minPhilosophyEntrepreneurship
Reputation, Trust, and the Long Game
Why reputation is the most valuable intangible asset — and how trust, consistency, and long-term thinking build and protect it.
Read moreEssays
Here I write about the topics that occupy me most: investing, financial data, philosophy, and long-term thinking. My goal is to articulate ideas with precision and without platitudes — grounded in data, inspired by the scientific method, and guided by the conviction that clarity of thought is the foundation for good decisions. These essays reflect my experiences as a founder, investor, and engineer, and are written for anyone who prefers intellectual depth over surface-level opinion.
·6 minInvestingPhilosophy
Time Horizon as a Moat
Why a long time horizon is the most underestimated competitive advantage — in investing, in entrepreneurship, and in life.
Read more·5 minInvestingData
Quality as an Algorithm: How I Evaluate Businesses
A systematic approach to business analysis — how quality can be quantified, and why the best companies share predictable characteristics.
Read more·6 minFinancePhilosophy
Markets, Incentives, and Human Nature
How markets function as information systems, why incentives are the most powerful tool in economics, and what this means for investors.
Read more·6 minInvestingFinance
Compounding: The Most Misunderstood Force
Why compounding is more than compound interest — and how exponential effects shape wealth, knowledge, and reputation over the long term.
Read more·6 minEngineeringPhilosophy
The Terminal Mindset: Data, Truth, and Decision-Making
Why an engineering approach to reality — the terminal mindset — leads to clearer decisions in finance, technology, and life.
Read more·5 minInvestingData
Why Rigor Beats Noise: Investing Like a Scientist
How scientific methodology improves investing — and why most investors fail because of noise, not because of missing information.
Read more·6 minFinancePhilosophy
Money as a Claim on Scarcity
What is money, really? An essay on the philosophical foundations of value, scarcity, and the role of money as a claim on limited resources.
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