Writing & Analysis
Essays on what I'm building and learning
Long-form thinking on private markets, healthcare venture, corp-dev, and building without inherited networks. Published on Substack — subscribe for new essays.
After years inside corporate development watching deals get priced on gut and precedent, I built the thesis for Value Alpha: institutional data and analytics for an asset class that has operated on relationships and PDFs for decades. This is the full argument — why the tooling is broken, what fixing it requires, and why it's a defining infrastructure opportunity in finance and AI.
Healthcare Investing Through an Operator Lens
Most VC funds evaluate healthcare founders on market size. I evaluate whether their operational claims hold up — because I've been inside complex systems.
What Corp Dev Taught Me About the Real Price of Private Companies
Valuation models in private markets are mostly fiction. What actually drives price is the buyer's strategic rationale — which almost never matches the model.
The Information Asymmetry at the Heart of Private Markets
Public markets have Bloomberg. Private markets have conversations and PDFs. The gap this creates in capital allocation is staggering — and it's the core problem Value Alpha exists to solve.
Building as an Immigrant Operator: Structural Disadvantage as Analytical Edge
Growing up navigating institutions not built for you teaches you to find structural logic underneath the surface. That skill transfers directly to finding broken markets.
The Youngest EMBA Graduate: What Accelerated Education Actually Teaches
Completing an Executive MBA as the youngest person in Columbia Business School history means operating alongside executives twice your age before you've built anything.
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