Investment Thesis
A Generalist’s Edge
I don’t confine myself to a single industry or niche—I invest with a wide lens. While some thrive by specializing, I believe the biggest opportunities emerge at the intersections of disciplines. Many of the most transformative companies didn’t start as obvious winners. They looked strange, even trivial. They weren’t easy to categorize because they were rewriting the rules—creating industries rather than fitting into them. Is Uber a transportation company, a logistics network, or an on-demand labor marketplace? The best investments aren’t defined by old classifications; they define the future. That’s why I evaluate each company on first principles—what it does, who it serves, and how it can scale—rather than forcing it into a predefined box.
Chasing True Disruption
Technology isn’t just evolving—it’s accelerating. What once took a decade to achieve now happens in a fraction of the time. Industries that lag in innovation are ripe for reinvention, and that’s where I focus. I look for companies using technology to drag outdated sectors into the present, not just improving existing systems but completely reshaping them. The real game-changers don’t just
digitize; they redefine.
Signals Over Speculation
While many are drawn to potential, I focus on traction. The companies I back show clear indicators of explosive impact:
- Radical improvement—a solution better than the status quo.
- Momentum—real, measurable growth, whether in revenue, user base, or engagement.
Clarity Over Complexity
If I can’t explain a business in plain terms, I won’t invest. I’m not swayed by jargon or trendy buzzwords. A great company doesn’t need to disguise its value behind layers of complexity. Some of the most successful investments I’ve made have been in businesses with surprisingly simple models—companies that solve real problems in tangible ways.
Relentless Execution
Success doesn’t come to those who wait—it comes to those who work. I built my career on hustle, and I bring that same drive to investing. The best deals aren’t handed out; they’re uncovered. Through deep research, relentless networking, and strategic positioning, I ensure I’m not just reacting to opportunities but actively creating them.