Themes

The businesses and systems I want to study well.

These are the broad lanes behind the journal: the parts of the modern economy I believe matter most for long-run ownership and understanding.

Model providers, software ecosystems, and infrastructure layers that translate compute into usable products and productivity.

Design, fabrication, packaging, memory, and the industrial base that makes advanced computing possible.

Broad-market exposure as the base layer of discipline, diversification, and long-horizon compounding.

A smaller and more explicit risk sleeve, used carefully and documented honestly rather than romanticized.

Logistics, compute, industrial assets, and the connective systems that make scale and resilience possible.

Generation, transmission, and supply chains that matter more as industry and AI become more power-hungry.

Stewardship, patience, education, and the habits needed to make capital useful across time.

Writing down thesis changes, allocation logic, and mistakes so the process stays visible and accountable.