About

Story & Investing Philosophy

I bring 15 years of experience trading and investing across large caps to micro caps. I incorporate AI in all my research while staying grounded in fundamentals: business quality, catalysts, valuation, and risk.

AI in Research

AI supports screening, signal scoring, and scenario analysis. It accelerates data synthesis while I retain human judgment on context and quality.

Fundamentals-First

I anchor on durable cash flows, competitive positioning, and asymmetric catalysts. AI is a tool, not a thesis.

Experience Across Styles

Growth, thematic baskets, special situations, and volatility management — with a focus on capital preservation alongside upside.

How I Work

Research → Thesis → Risk plan → Entry/trim rules → Review cadence
Documented assumptions, scenario ranges, and pre-defined exits.

Investment lens

Portfolio construction principles

I focus on asymmetric setups, risk-adjusted return potential, and staying aligned with the prevailing regime. Position sizes reflect conviction and liquidity.

Concentration when conviction is high
Liquidity-aware sizing
Exit discipline tied to thesis decay
Scenario planning for downside protection