Research
Independent analysis on public and private markets, from the asset owner's perspective.
Essays
22 May 2026
AI without your own research is a confident stranger with access to the internet
The case for a knowledge wiki.
October 2019
WeWork Was the Exception, Not the New Rule
The staying-private-for-longer thesis, written days after WeWork's failed IPO. Now relevant again as SpaceX approaches a $2 trillion IPO.
Notes
- April 2026Private credit's asset-gathering business exposed
- February 2026AI market correction: is the ground shifting?
- January 2026AI is eating software — plus more equity and debt positions than you imagine
Published on LinkedIn — opens in a new tab.