
Alpha After AI
AI is rapidly commoditizing the traditional analyst's edge. The future of alpha won't lie in executional prowess — it will lie in reasoning well about situations no model has seen before.
A Personal Collection
Fragments of becoming.
Financial Research
Curiosity, applied to financial markets.
Presented to J.P. Morgan managing directors in a 12-team case competition. Argued for a strategic pivot from legacy CDN toward cloud security, backed by comparable transaction analysis, accretion/dilution modeling, and a proposed acquisition target.