Follow the capital.
Understand the business.
Find the opportunity.
Independent investment and global finance research across public companies, capital flows, valuation, and structural themes. I combine operational experience, accounting knowledge, and investment analysis to understand how businesses create long-term value.
Research built from evidence, not noise.
A focused selection of company work, capital-flow research, and global-finance analysis. Every item keeps its sources, status, and limitations visible.
Follow the capital: from compute to power.
A structured view of demand, bottlenecks, and the companies positioned along the infrastructure value chain.
View Capital Flows →Source-aware company and industry work that moves from a research question to a documented conclusion.
Open research →02 · Global FinanceCross-border business analysis connecting currencies, trade, infrastructure, and capital allocation.
Open research →03 · Portfolio LabA decision record centered on thesis quality, valuation, risk, position role, and what changed after purchase.
Open research →Looking for an analyst who can connect operations to value?
Review the recruiter brief, research samples, valuation process, and decision record, then use the secure contact form to start a conversation.