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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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.
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AbCellera (ABCL) 2026 Investment Update: Clinical Proof Is Now the Test
My 2026 AbCellera investment update. The next clinical readouts will test whether the platform can produce evidence that changes the investment case.
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Three Things I Wish I’d Understood at £50k Net Worth
At around £50k net worth, a few principles would have saved me time, money, and unnecessary complexity.
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Sharesight Review: Tax-Aware Portfolio Tracking for Investors
A review of Sharesight for investors who want performance tracking with a stronger focus on tax and reporting clarity.
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BETA Technologies (BETA) Investment Thesis: Aircraft, Charging and Commercial Validation
My current BETA Technologies thesis centres on the ALIA aircraft, its charging ecosystem and whether early commercial relationships can turn into real deliveries.
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NVIDIA (NVDA) Investment Thesis: Scale, Execution and Earnings Power
My current NVIDIA thesis centres on whether scale, platform execution and earnings power can continue compounding through the AI infrastructure buildout.
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Palantir (PLTR) Investment Thesis: Why AIP Commercial Adoption Matters Most
My current Palantir thesis centres on whether AIP commercial adoption can become durable, embedded revenue rather than a short-lived AI spending cycle.
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Amkor Technology (AMKR): Why I Started Buying at $31
Why I started building a position in Amkor Technology at around $31, and why I think the bull case is stronger than the market gives it credit for.
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The Background to My £1M Journey
Why I started documenting my investing journey, what I learned from missing earlier opportunities, and why financial independence matters to me now.