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, 2021A response icon1Sep 18, 2021A response icon1
Published inThe StartupHow To Intelligently Invest in Crypto as a Retail Investor (from a VC)Don’t be a speculator; be an investorJul 25, 2021A response icon5Jul 25, 2021A response icon5
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, 2021A response icon1Feb 25, 2021A response icon1
Published inDataDrivenInvestorFundamentally Valuing UniswapHow to value UNI tokens with DCF modelFeb 14, 2021A response icon2Feb 14, 2021A response icon2
Published inDataDrivenInvestorMaker DAO Investment and ValuationFramework for valuing MKR tokensOct 27, 2020A response icon2Oct 27, 2020A response icon2
Published inThe StartupWhen Everyone Corrected the World’s Smartest WomanUsing Python to prove a controversial brainteaserMay 4, 2020A response icon1May 4, 2020A response icon1
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
