Investments

I invest in businesses I understand.

Strong operators. Better business models. Economics that can compound.

Different stages. Same question:

Can this become a much bigger business?

01 | Private investments

A selection of early-stage businesses where I see opportunity, strong operators, or a better way to solve a problem.

Disclaimer: These are companies I personally invest in, not recommendations. My positions change, my opinions change, and I've been wrong plenty of times.

02 | Public Markets

Businesses with exceptional management, data moats, and/or growing free cash flow.

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