Dissecting the Markets

I'm moving to Substack!

This move was inspired by GaryVee

I Was Wrong About Uber

What I missed about food delivery, subscriptions, and the future of mobility

I Learned More About Wealth From Reality TV Than Finance Twitter

A pattern I keep noticing across Dubai, Seoul, and Los Angeles

The New Kings Don't Build Everything

Why Adobe's partnerships with OpenAI, Anthropic, and NVIDIA reveal a surprising truth: in the AI era, orchestrating innovation may be more valuable than creating it.

How to think like a Crazy Rich Person

Sometimes fictional stories can teach us lessons better than any real life story can

Don't Be Greedy

Memory investors are very greedy and don't realize what'll hit them

Book Recommendation: "Suit Yourself" by Benjamin Tan

It's a required reading for every investor, whether you're a beginner investor or an advanced investor

Gen Z Chooses Coach Over Chipotle: What It Reveals About Consumer Priorities

The Math Behind Why Chipotle Can't Afford to Cut Labor Costs

How $31 Million in Labor Savings Could Destroy $164 Million in Shareholder Value

ARM is gearing up for a generational run

How one chip company positioned itself to win the entire AI revolution

The Beauty of Betting Small

The best way to understand risk is to take risk

The Satellite Company That Has Everything — Except My Money

AST SpaceMobile's revolutionary approach to global connectivity is brilliant, but its cash burn rate tells a different story