Nice to meet you
If you’re new here, this is your starting point
Most investment content is either pure theory (academic papers no one reads) or pure tactics (shallow listicles that don’t work).
I bridge both.
What I do
I help founders and investors find, assess and build quality companies that compound for decades.
My background is in strategy and behavioral finance, currently working on PhD research in Amsterdam on investor decision-making.
This newsletter translates that research into frameworks you can actually use.
My approach combines behavioral economics frameworks with practical application. Not abstract patterns. Concrete signals: which red flags to spot, which metrics lie, which companies to avoid.
Who this helps
Founders: You’re building a company investors chase instead of pitch. You want to understand what quality signals trigger inbound interest and how to position for the right capital partners.
Investors: You’re evaluating deals and need frameworks to catch red flags early, separate compounding businesses from temporary winners, and avoid the behavioral traps that make most buyers overpay.
Where to start to get the idea
Read these three examples first:
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New insights every week. No fluff, just frameworks that help you make money or avoid losses.