Thinking Unbound
I explore the ideas that matter to me—business, investing, technology, and finding leverage in unexpected places. This is where I dig into stories, systems, and ideas worth pausing for.
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Why we invest in the Dumb, Dull, Dirty & Dangerous at CT Capital
6 MIN READ
Why Durable Companies Avoid the AI Label
2 MIN READ
AI Investing Has a New Sweet Spot
1 MIN READ
Beyond The AI Deals
2 MIN READ
When Index Concentration Becomes Systemic Risk
1 MIN READ
Why I’m Betting on Boring Businesses
3 MIN READ
The AI Playbook at Lumos House
1 MIN READ
Contrarian Thinking Capital
1 MIN READ