Newsletter
Read over my shoulder
What I am buying, building, and running, written as it happens. The deal I am looking at and the logic before the decision, not the version cleaned up by hindsight.
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One email when there is something genuinely worth your time, and none when there is not. Free, a few minutes to read, and written by me, no ghostwriter.
What actually lands in it
1 · DealsWhat I am buying, or walking away fromThe businesses I look at, what the numbers said, and why I moved or did not. Written before hindsight makes it look obvious.
2 · The operating layerThe system, as it gets installedWhat the AI-native operating layer looks like going into a company that already works, and what breaks on the way in.
3 · The long gameWhat doesn't fit a frameworkRunning and buying companies surfaces things that do not fit in a framework. Those go here too.
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