Position Notes

Stocks

How I pick what to look at, and what I'm currently watching.

01

Investing Philosophy

Four things I look for, in roughly this order. A company doesn't need to be exceptional on all four, but weakness on more than one is usually disqualifying.

01 · People

Strong Management

Founders or operators with a track record, skin in the game, and a clear sense of what they're building toward. This is the hardest of the four to assess and the one I weight most heavily — a mediocre business under great management can turn around; the reverse rarely happens.

02 · Ceiling

Large TAM

A big total addressable market — enough revenue potential that the company doesn't hit a ceiling from a shrinking or niche market before the thesis plays out. I'd rather own a small share of something huge than a large share of something small.

03 · Durability

Cash Flow / Cash Position

Real free cash flow or EBITDA, or — for earlier-stage names — a large enough cash pile that the business isn't at the mercy of capital markets to survive the next few years. Optionality matters more than profitability on day one, but the company needs a runway that doesn't depend on someone else's generosity.

04 · Proof

Execution

Are they actually doing it — growing revenue, shipping a better product, taking share? Vision and TAM are cheap; execution is the evidence the first three points are real. This is the one I keep re-checking after initiating a position.

Not investment advice

These are my own criteria and notes, published for reference — not a recommendation to buy, sell, or hold anything.

02

Watchlist

Each name has its own write-up, argued against the four criteria above with the specific catalysts and risks I'm tracking.