Selected work

The investment work I’ve taken on, the businesses I’m building, and the questions I’ve researched along the way.

Investment thesis, valuation discipline,
and return scenarios.

Investment memo, financial model,
and IC presentation.

I wanted to test the gap between Robinhood’s business story and the price an investor would pay for it.

My interest in rideshare and Turo led me to take a closer look at Uber’s business and valuation.

Working in finance made me curious about the network behind the payment, so I used Visa to work through that question.

I wanted to understand how private lenders assess businesses, structure loans, and manage risk.