Insights

Investment thesis & research

Sector primers on hardware, deeptech, AI and healthcare, a deal rebuilt from audited filings, and short essays on AI-enabled investment work. Every claim is traced to a named source and paired with its strongest counter-view.

AI accelerates the grind; human judgment makes the call.

More research is on the way. I write as the work teaches me something worth sharing — on sectors, deals and where AI earns its place in the process. Check back soon.