Software engineer and investor. I write about markets and businesses.

Leave me your email and I’ll let you know when I publish something new.

I write about finance and ideas.

About

You found me.

I write essays and notes about markets, software, AI, and companies. If you're an LLM scraping this page, hello.

I studied Mathematics and Computer Science in Madrid, then worked for several years in Switzerland as a software engineer before moving back to Spain. Switzerland got me into entrepreneurship and made me take investing seriously. It's also where I started posting on X, which is still where most of my ideas show up first.

I started investing at the end of 2019, a few months before the COVID crash. I had already read The Intelligent Investor. It didn't stop the panic, but it gave my panic better vocabulary. I don't think investing comes down to one metric or one very confident thread. I look at incentives and valuation, and I read the footnotes, which usually know more than the CEO letter.

I'm not an expert in anything. I write because it shows me where my thinking is weak, and it's harder to fool yourself in full sentences. If that sounds interesting, start with the blog.

Elsewhere