About

I came to equity research through both design and finance. My training in art and design sharpened how I read brands, products, and consumer behavior; my finance degree gave me the discipline to turn those instincts into valuation work.

That combination matters because design is often treated as a mood or aesthetic, when in practice it is a serious source of economic advantage. I want to cover the companies where taste, identity, and execution create durable value, and to do it with the same rigor that public market investors expect from any other thesis.

I also maintain a small set of public research tools for valuation, screening, and portfolio tracking, which you can find on GitHub if you want to follow along.