Positions
Four overlapping circles. Most people occupy one. The rare value lives in the intersections - where allocator judgment meets builder instinct, where scientific rigor meets operational pressure.
Every piece of content on this site speaks from one or two of these positions. Not because the labels matter, but because the reader should know which lens is active.
Which bets to make
Capital allocation, M&A due diligence, portfolio construction, ROI underwriting. Every operating decision is an investment decision. The allocator prices the opportunity before committing the dollar.
How to execute at scale
Multi-brand portfolio, turnarounds, P&L ownership, ~$1B+ revenue. The operator sequences investments against timelines, trains workforces, and ships cost programs that survive contact with production.
Builds it, ships it, owns it
Solo full-stack, DevOps, production systems, pragmatic shipping. The builder writes the code, deploys the infrastructure, and owns what runs. If it breaks at 2am, the builder fixes it.
Proves it, models it, publishes it
Mathematical modeling, Bayesian frameworks, quantitative reasoning, convergence arguments. The scientist derives the formula, backtests the protocol, and publishes the result so others can verify it.