INVESTING, FREEDOM & THE REAL JOURNEY
Writing
Notes on investing, financial independence, work, enough and the decisions behind building a life with more freedom.
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Concentrated Investing: Conviction, Position Size and Risk
A personal framework for concentrated investing, conviction, position size and risk.
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How Much Should I Invest Each Month to Reach £1m?
How much to invest monthly to reach £1m, using time, contributions and illustrative returns.
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Interactive Brokers vs Trading 212: Which Is Better for UK Investors?
A practical Interactive Brokers vs Trading 212 comparison for UK investors weighing simplicity, flexibility and long-term fit.
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Monthly Portfolio Review: July 2026
A dated record of the main IBKR ISA at the 31 July 2026 close, the July reallocations and the concentration risks I am carrying.
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The Freedom I Didn’t Expect to Value Most
The most valuable freedom on the path to financial independence has not been luxury. It has been psychological room.
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The Quiet Power of Not Reacting
Learning to do nothing during market noise has become one of the most valuable investing skills I have developed.
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Uber (UBER) Investment Thesis: Cash Flow Today, Autonomous Upside Tomorrow
My current Uber thesis centres on an increasingly cash-generative marketplace and the option to become the demand and dispatch layer for autonomous fleets.
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The Social Cost of Financial Independence
Building a better financial life can change the version of you people expect. This is about widening your environment, not rejecting your past.
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Why I Made Rocket Lab 50% of My Portfolio
I sold smaller positions and made Rocket Lab roughly 50% of my portfolio. This is why I acted, the risks I accept and what would make me reassess.