Engineer. Founder. Investor. Student of the mind. Each chapter has deepened the same core interest: understanding how things — and people — really work.
I started where most people in technology do — writing code. Software engineering gave me something beyond a skill set: it gave me a way of thinking. Breaking complex problems into smaller ones, testing hypotheses, debugging assumptions. That mode of thinking has stayed with me through everything that followed.
After years working in software, I took the harder path and built something of my own. Running a software services business is an education you cannot replicate in a classroom. You learn about clients — what they say they want and what they actually need. You learn about teams, incentives, trust, and the gap between strategy and execution. You learn, above all, that business is relentlessly human.
"The most important thing I learned from building a company was not how to grow revenue — it was how to read people, decisions, and situations with clarity."
When I stepped back from operations, I stepped into investing. Public markets became my new laboratory. I found that everything I had learned about business quality, management character, and competitive dynamics could now be applied to the allocation of capital.
But what fascinated me most was the behavioral dimension. Markets are efficient enough to humble you, and inefficient enough to reward you — if you understand where human psychology creates predictable mispricings. That interest led me deeper into behavioral finance, cognitive biases, and eventually, into the formal study of the mind itself.
I trained as a hypnotherapist — not to practice professionally, but because I wanted to understand the architecture of belief and behavior at a deeper level. What happens below conscious thought? How do patterns form and persist? How does a person change — really change? These questions feel as important to me as any question about markets.
Today, I invest, I read, I write, and I think. My interests — markets, psychology, decision-making, and the nature of human potential — have converged into something that feels less like a collection of topics and more like a single thread running through everything.
Began in software development, building systems and learning to think analytically. The foundations of logic, problem-solving, and technical rigor were laid here.
Founded and led a software services business — managing clients, teams, delivery, and growth. This decade of entrepreneurship became an education in human behavior, decision-making, and the real dynamics of business.
Stepped back from operations and turned attention to public markets. Applied an operator's understanding of business quality to the analysis of publicly listed companies.
Completed formal training in hypnotherapy — driven by intellectual curiosity about the subconscious mind, personal transformation, and the mechanisms of behavioral change. Not currently practicing professionally.
Focused on long-term investing in public markets, writing about markets and psychology, and exploring the deeper questions of human behavior, decision-making, and potential.
Whether investing or building — compressed timeframes produce compressed thinking. The most valuable positions, in markets and in life, are held patiently.
Crowds are often right in the short run and wrong at the extremes. Independent thinking is not contrarianism — it's simply doing the work before arriving at a view.
Numbers tell you what happened. Psychology tells you why — and more importantly, it tells you what is likely to happen again.
The best investors, thinkers, and operators I admire share one trait: they never stopped being students. Curiosity is not a phase — it's an operating system.