I Have an Idea

I have been an analyst for several years, across public markets and venture capital, but I have been overwhelmed with frustration over tunnel vision analysis that’s clouded by recency and data biases. Analysis is typically confined to the micro-level data points, and sparse industry data points, with the goal of finding a company’s value. Meanwhile, the business strategies are misunderstood and the context is lost.

Technology companies do not emerge and operate in a vacuum, they borrow ideas from years and decades past. We suffer from a recency bias that keeps us from identifying patterns and observing the bigger picture.

I wanted to create a space where I can explore deeper context in the financial events of today’s technology companies through an understanding of historical precedents. But in my pursuit to becoming a good storyteller for these events, I realized I had to commit to being “cross-sectional”. I can’t wear my finance hat and write about technology companies, that’s no longer enough. So I got on a path of learning more about software, and so I began learning and building bits and pieces, including this barely function and buggy website.

I invite you to join me on my journey and hope it can be informing and insightful for you as it can be for me.