About

I spent years inside fintech. I now move from operator to investor on two pillars: money × tech and culture × history.

Operating principle: collect broadly, think deeply. Automation widens the input. Reflection narrows the output.

What the four sections do:

Essays — original points of view. One or two per month.
Trend Briefs — the weekly digest. One read from a 1,000+ item feed. The Thesis Ledger tracks cumulative conviction across weeks.
Inspirations — people, companies, quotes, book notes.
Skin in the Game — decisions with a position attached. Buy and sell logic, position notes, after-action reviews.

Execution gets cheap. Judgment, trust, and taste stay scarce. This site records the practice of all three.