Principles

A curated system of principles and mental models that guide how I build, invest, and think. This is the internal OS I operate from — shaped by first-principles thinking, long-term orientation, and clarity of intent.

Craft

First Principles Thinking: I care less about tools and more about truths. I rebuild from the ground up — stripping assumptions until only the essentials remain.

Inspired by physics, sharpened through engineering.

Narrative over Navigation: Every rhythm, every detail follows a story arc. Design is not decoration — it’s intentional communication.

Influence: Apple, Linear, Paco Coursey and the clarity of narrative flow.

Craft Ships, Taste Refines: Interfaces must perform and feel right. I care over motion, spacing, and edge cases — because trust is built there.

This lens sharpened through years of building, breaking, and rebuilding.

Wealth

Price is Psychology: Charts encode emotion. Markets remember. I study structure to observe rhythm, not react to noise.

Rooted in behavioral analysis and narrative structure.

Risk is a Design Problem: I design every position — with entries, exits, asymmetry, and constraints. Good trades are prepared, not predicted.

My framework borrows from system design: modular, repeatable, thoughtful.

Edge is Earned: I observe more than I predict. Conviction is built through boredom, discipline, and repeated pattern recognition.

Shaped by deep work and Munger's idea of avoiding standard stupidity.

Life

Play Long-Term Games: I optimize for compounding — in trust, skill, capital, and relationships. Slow trust lasts. Flash fades.

Borrowed from Naval, embodied in how I work and who I work with.

Clarity Builds Trust: I aim for clarity in code, design, and thought — not because it’s elegant, but because it’s ethical.

Learned through hard feedback loops — vague thinking leads to vague outcomes.

Attention is Leverage: What you pay attention to, compounds. Curate input. Protect focus. Direct energy.

Your attention with intent is your edge. Spend it wisely.

Quality is Invisible Integrity: It’s not about being noticed. It’s about caring. Even when no one is watching, do things well.

Influence: Nick Sleep’s reflections, Charlie Munger’s standard of personal integrity.