Notes From a Capital Allocator
Weekly insights on how I deploy capital, evaluate risk, and compound over time.
Engineering PhD turned capital allocator. Follows the Buffett school of investing.
Investor Insights
Aug 10, 2026
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3 min read
Exposing a contradiction in how I size positions
Aug 3, 2026
Berkshire got a seat at the table. I only get a stock price.
Model Portfolio
Jul 31, 2026
Betting on MSFT post-earnings
Stock Picks
Jul 27, 2026
4 min read
Everyone agrees on the setup. Nobody agrees on the clock.
Jul 24, 2026
1 min read
Adding to CRM
Jul 20, 2026
Housing's supply shortage looks like oil in 2020 — except one company didn't cut supply
Jul 13, 2026
The three signals I use to find ideas before they're obvious — and the oil trade that proved it.
Jul 8, 2026
Stock picks were half a decision. Here's the other half.
Jun 29, 2026
6 min read
Salesforce is down 40% on a narrative that makes it more valuable, not less.
