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Essays

Long-form notes on building, investing, and living with intention.

On Building Quietly

July 2026

Why the most durable companies are often built with the least noise.

First Principles in Capital

June 2026

A few heuristics I use when thinking about capital allocation.

The Geometry of Patience

May 2026

Compounding is a shape, not a speed.

Small Teams, Large Leverage

April 2026

How a tiny group of focused people can outrun a large organization.

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