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June 2025

Journal Entries: June 2025
Stream-of-consciousness writing about what's going on in my life
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Uncovering Value
1
13F Deep Dive (1Q25): A Quarterly Review of High-Signal Manager Trades
Introduction
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Uncovering Value
2
Writeup #2: Expedia 1Q25 Thesis Update: Navigating Headwinds, Doubling Down on B2B & AI
Steady Progress in B2B Initiatives Keeps the Thesis on Track Despite B2C Softness
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Uncovering Value
THRY: Melting Ice Cubes, SaaS Dreams, and the Long Road to Reinvention
Why Thryv’s Business Model Shift Is Promising on Paper, but Hard to Underwrite in Practice
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Uncovering Value
4

May 2025

April 2025

Putting Deep Work Into Practice
What I learned from using DoneDaily to support time-blocking and daily structure.
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Uncovering Value
Bridges and Experiments
A Week of SBA Insights, Ecommerce Trials, and Narrowing the Path Forward
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Uncovering Value
What I Have Been Working On And Thinking About
Trying a bunch of stuff and writing about it - ecom, ETA, yoga, Substack
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Uncovering Value
Motion, mats, and mistakes
Trying things, badly but bravely.
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Uncovering Value
Resetting the Rhythm
Thoughts on creativity, entrepreneurship, and building forward after leaving my job
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Uncovering Value
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