Value investing is not broken, but some of its old shortcuts are. This article reflects on what value investing looks like today, why it feels harder to practice, and why it still endures.

Is Value Investing Dead?

How AI is creating three distinct paths in tech: senior talent operating with leverage, early-career talent facing shrinking entry points, and domain experts finding unprecedented opportunities at the intersection.

Winners, Losers, and the Missing Middle: Tech's AI-Driven Divide

As AI lowers the cost of building, speed is no longer the moat. The next great companies will come from technical founders who pair domain depth and architectural judgment with trust and distribution. This piece explores who is best positioned to win.

Why I am Betting On A New Wave Of Technical Founders

AI automation follows predictable patterns across industries, with some sectors facing immediate displacement while others have years to adapt. Sector-by-sector analysis of disruption timelines and actionable strategies for investors and workers navigating the transition.

Which Sectors Face Real AI Risk

Inventory is more than unsold goods. It’s a lens into demand, cash flow, and competitive strategy. This article explains the nature of inventory, key metrics like turnover and the cash conversion cycle, and how to use them to judge whether growth is sustainable or fragile.

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2025