Investment Research
Research written from ownership
A publishing lane for macro context, business quality, and long-horizon capital thinking. Not a tip sheet. Not a substitute for your own judgment or advice.
What this lane is
The research here is commentary and general information. It is how I organise thinking as an operator who allocates attention and capital over years, not hours.
Published work will separate facts, analysis, and opinion clearly. Reading time, related posts, and revision notes will be visible when articles go live.
Sample topics in development
These themes show direction. They are not recommendations, price targets, or offers to buy or sell securities.
All content on this site is commentary only. It is not personalised financial advice, a recommendation, or an offer to buy or sell any security.
- Macro
The New Regime: Higher for Longer
Why structural inflation, fiscal dynamics, and policy constraints may keep rates elevated longer than the last decade trained markets to expect, and what that means for underwriting duration and balance-sheet risk.
- Quality
Compounding Moats in Quiet Businesses
How durable advantages appear in overlooked compounders: pricing power, reinvestment runway, culture, and management that measures success in decades.
- Asia
Asia's Productivity Gap
Why productivity divergence between economies will shape regional returns, and where operator-level insight helps separate narrative from capacity to execute.
How I research
- Start from business reality: unit economics, incentives, and controllable drivers
- Read macro as context for risk appetite and duration, not as a mood board
- Prefer primary sources, operator interviews, and filings over social momentum
- Write for a sophisticated reader who still wants clarity, not jargon armor
- Publish only when the thesis is legible enough to challenge
Discuss a research theme
If a sample topic fits your mandate or you want to pressure-test a framework, use the research contact path with context in the first note.