Published inThe StartupLeaving VC → Coding Bootcamp → StartupI left my job at Draper Associates at the end of 2021 to brush up on coding through a bootcamp called Hack Reactor.May 3, 2022May 3, 2022
Published inDataDrivenInvestorHow Economic Moats Fail —A Gillette Case StudyWarren Buffett’s favorite company lost, and how platform shifts let startups winSep 18, 20211Sep 18, 20211
Published inThe StartupHow To Intelligently Invest in Crypto as a Retail Investor (from a VC)Don’t be a speculator; be an investorJul 25, 20215Jul 25, 20215
Published inDataDrivenInvestorReflection On My 2020 Investments — Bitcoin, Baidu, Cross-Harbour Holdings, and CinemarkThis is a recap of my biggest concentrated holdings in my personal portfolioFeb 25, 20211Feb 25, 20211
Published inDataDrivenInvestorFundamentally Valuing UniswapHow to value UNI tokens with DCF modelFeb 14, 20212Feb 14, 20212
Published inDataDrivenInvestorMaker DAO Investment and ValuationFramework for valuing MKR tokensOct 27, 20202Oct 27, 20202
Published inThe StartupWhen Everyone Corrected the World’s Smartest WomanUsing Python to prove a controversial brainteaserMay 4, 20201May 4, 20201
Going Activist on the Cheapest Infrastructure Company in the WorldExtremely undervalued sum-of-the-parts play with a large margin of safety, trading below net cash & investmentsSep 15, 2019Sep 15, 2019
Published inHackerNoon.comValuing the Next Billion Dollar Search Engine — DuckDuckGoHow DuckDuckGo has room to grow into a $1B+ valuation despite GoogleJul 13, 2019Jul 13, 2019