Right Thesis Wrong Leverage
What Situational Awareness taught us in one brutal July
The Thoughtful Investor
Recent content on The Thoughtful Investor
Latest posts
The AI Margin Squeeze - inevitable?
Benedict Evans asks whether AI labs end up as commodity infrastructure. Then a Chinese lab released a near-frontier model — and raised prices. Both sides of the debate just got new ammunition.
The K-Shaped World Cup
Underneath the global spectacle is the same story I keep finding in the economic data — two very different experiences, depending on your income
The Bottleneck nobody's buying: AI Runs on kilowatts, not just code
Everyone's piling into AI stocks. But the real constraint on AI's growth isn't compute — it's power.
The Uncomfortable Pivot
Why Feeling ‘Weird’ With AI is Your New Competitive Advantage
Revisiting Charlie Munger's Timeless Wisdom for 2026
Revisiting the profound principles of Charlie Munger for the new year.
Year End Review 🔖 - Themes I am watching for 2026
Japan Carry Trade, AI, Robotics, and the Future of Work
Vibe Coding 🌟 With Google Antigravity
Rolling out a feature improvement on the blog using Google Antigravity in under an hour!
When the Grid meets the Algorithm
Why the Real Story of AI's energy use isn't what you think
Back From Hiatus
Back from a hiatus, Rebranding, Global macro, AI Scientist
A New Beginning
Philotimo, Management, and Rebranding youself in the AI era
2024 Wrapped 🍾 - Year End Review
Perspectives on the year and the second 👏 year of the blog
Contrarian and Independent: My approach to Value Investing
Your margin is my opportunity!
Better Listening
Lessons from Rick Rubin and Peter Drucker
The NVIDIA Way
A Deep Dive into Jensen Huang's Leadership Philosophy
Income Inequality - growth or counter growth?
The Looming Shadow of Inequality: A Threat to Economic Prosperity
Japan Carry Trade
How a Slight Interest Rate Hike Caused a Global Market Meltdown
Building for the Next Billion users
Unlocking Potential Through Government and Legal Simplification
Design Thinking in Business
Human centered design approach to business
Retail Gods 🛍️
Business Titans: Lessons from Sol Price and Sam Walton
Global Debt Crisis: Blame the US and China?
US & China's Debt Surge: IMF Warns of Global Economic Impact
Incremental Isn't Enough!
Why Your Idea Needs to be 4x Better to Disrupt
Building Platforms that users love ❤️
Recent updates 🗞️ 📈 Nvidia listed as 3rd largest by marketcap, surpassess Saudi Aramco 🤑 Bitcoin touches AH $69,000 🎓 Learning Technology Strategy and Marketing Research! 🎥 Watching “The Bear” S1 📚 Reading “Hot Seat: What I Learned Leading a Great American Company” by Jeff Immelt From Tech to Strategy: Building Digital Platforms that Thrive I’ve always been…
Peer Selling 🤝
Borrowing from Engineering to Reimagine Sales Strategy
Ten Japanese Concepts to Live Life
Finding meaning, purpose, and contentment in the everyday
Fork Yeah!🍴 Informed Consumers Healthier Future 🌿
Empower the consumer to make healthier choices!
2024 🥳 Experimentation to Implementation
2024 will be the year of implementation
2023 Wrapped 🍾 - Year End Review
Perspectives on the year and the first year of the blog
Marketing Myopia
Why listening to your customer's changing needs is paramount
Each Life Divine, Orchestrated through an Invisible Hand 💫
Reflection through a poem that life however well planned seems like orchestrated by something higher
Power of Appreciation 🤗
Appreciated employees are happier employees!
Joy of Running
A Refuge from the Tumultuous Seas of Work and Studying
Economics Applied: Labor in Japan 🇯🇵
An application of the skills learned in Economics
Economics Primer
FED, BEA, BLS, NBER etc, etc
A new way to comment 🗒️
Switching from disqus to remark42
Purpose of Business
What is the purpose of a business? Profit, Social Good, Greed?
Ethics and Business - do the two go together?
Are ethical businesses more profitable and preffered in the long run?
Switching to Render
Migrating my hugo blog site from Netlify to Render
The next AI JAMStack
The JAM stack of Generative AI
The future of tech is invisible!
The technology of the future cannot be a barrier between the user and the experience.
Importance of baises in Decision Making
How baises impact our daily decision making in life and business
Quick Tech fix: PaperModX displaying Images
Fix for images to display for Hugo theme PaperModX
Thoughts in April
My thoughts this week - Cherry Blossoms and Why engineers need a business degree?
Welcome to my blog 👋
(Product of another one of my musings on a Saturday morning!) Here we go then!