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
Jun 22, 2026
•
3 min read
The $2.65 billion bet that validated my own framework
Jun 15, 2026
5 min read
A postmortem on the trade I won, then lost.
Lifestyle Investments
Jun 8, 2026
2 min read
What to do when lifestyle creep starts calling itself an investment.
Jun 1, 2026
Stop doing too much of the wrong things.
May 26, 2026
Most constraints aren't real. They're just assumptions nobody tested.
May 18, 2026
Not metaphorically. A
May 11, 2026
What Employee Surveys Taught Me About Stock Prices
May 4, 2026
How overthinking costs you money—and why small actions create real insight
Apr 27, 2026
How the Yen Carry Trade unwind could create forced selling—and how I’m positioning to exploit the mispricing
