Self-educated in investing, through reading and doing. Ten years in data science, across New York and San Francisco — currently at Meta.

My process is bottom-up and fundamentals-driven, focused on consumer companies with durable behavioral moats. I look for businesses where customers don't just choose the product — they become habituated to it. I find ideas by watching how people actually behave, then stress-test the thesis through the numbers.

I have been managing my own money in individual stocks since 2019. The writing on this site reflects how I think.