Home
Investing
Writing
Racing / Sports

My thoughts, evolving over time

The Base Layer Is Open: Stablecoins and South Africa

Oct 2025

It's still About EBITDA!

Sep 2025

Risk capital being competed away

Oct 2024

NVIDIA

May 2024

2024 Elections & Macro

Feb 2024

Dancing SARB constrained, it's loadshedding's melody

Jul 2023

Primary hurdle | South Africa

Apr 2023

Email
X
LinkedIn
Substack
Strava
Spring Co.