Software engineer, investor, and occasional hostage of financial poetry.

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I write about finance and ideas.

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Markets are weird.

My public notebook. I write about finance and investing. Visit the blog to read what I think. Take a look at the projects tab to see my websites and tools; you might discover something interesting.

The goal is simple: think clearly, avoid obvious stupidity, and maybe find a few businesses worth owning while everyone else is busy optimizing their quarterly panic.

It is not about guessing which company will do well. It is about finding where the market is most wrong.
The first rule of investing