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My Next Chapter: A New Focus on Publicly Traded Alts
An experiment in building a "pathless path," starting with a five-week deep dive.
Sep 7
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Uncovering Value
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August 2025
Regis Corporation: A Hairy Turnaround Story
Executive Summary: Is The Coast Finally Clear?
Aug 5
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Uncovering Value
2
July 2025
Matt Yao: Embracing Uncertainty in Work and Life
I recently recorded my first podcast, featuring Matt Yao as my guest.
Jul 24
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Uncovering Value
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2
What Matters at Meta (2025) — a Diligence Blueprint
TLDR Meta’s super-profitable ads engine now funds a portfolio of AI bets.
Jul 7
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Uncovering Value
3
June 2025
Journal Entries: June 2025
Stream-of-consciousness writing about what's going on in my life
Jun 30
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Uncovering Value
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13F Deep Dive (1Q25): A Quarterly Review of High-Signal Manager Trades
Introduction
Jun 23
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Uncovering Value
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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
Jun 16
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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
Jun 9
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Uncovering Value
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4
May 2025
Journal Entries: May 2025
Pivoting to an investment newsletter, deep dive on $THRY, exploring franchising, and the e-commerce pause
May 28
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Uncovering Value
1
April 2025
Putting Deep Work Into Practice
What I learned from using DoneDaily to support time-blocking and daily structure.
Apr 30
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Uncovering Value
Bridges and Experiments
A Week of SBA Insights, Ecommerce Trials, and Narrowing the Path Forward
Apr 29
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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
Apr 22
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Uncovering Value
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