Perimeter Solutions ($PRM) Write-upNote: This write-up may now be out of date due to price/information changesJan 21, 2022Jan 21, 2022
Radius Global Infrastructure ($RADI) - Company PrimerA couple days ago, I saw a write-up of $RADI on Twitter. It was compelling, so I decided to take a deeper look. Here’s what I’ve learned…May 31, 2021May 31, 2021
(De)investment Memo on Light PhoneThis is a memo I wrote for a VC internship application about a startup in the company’s portfolio that I wouldn’t have invested in and why.Feb 22, 2021Feb 22, 2021
How Behavioral Economics Differs From Classical EconomicsClassical economists assume people have unbounded rationality, willpower, and selfishness. We don’t, and behavioral economics explains why.Dec 2, 2020Dec 2, 2020
