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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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.
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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 UK: Portfolio Tracking, Tax Reports and Trade-Offs
A practical Sharesight review for UK investors, covering portfolio tracking, broker imports, tax reporting, pricing and the trade-offs to consider.
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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.