Writing

I bought $71,547.89 of $GOOGL at $163.24 Last week, it was at $349.00! That's a 113% gain... Google is the largest non-ETF holding in my portfolio. Today, I want to reflect on what propelled me to make such a large …

On Sayim & Cavanagh (https://www.frontiersin.org/articles/10.3389/fnhum.2011.00118/abstract) Perspective on line drawings, how they are significant: --> via learned neural codes that spark understanding of an object (the…

At treehacks, sam altman said that stanford is becoming a "negative signal" for raising money he talked about how, historically, stanford undergrad had an advantage and was "very well connected to the whole... VC machine…

market seems to think hims is cooked b/c margins on non-glp1 services are low this is true however, they are not as bad as people think from my experience working in d2c pharmacy space, i know gross margins working w/ a …

An investment analysis of Dillard's (NYSE: DDS), an 86-year-old real estate company disguised as a department store. With 93.5% owned retail space, $0.81B in net cash, tax-efficient ESOP dividends, and aggressive buybacks, Dillard's is better understood as a capital allocator operating inside a retail wrapper. Our 12-24 month price target of $820 represents a 23% upside.

An investment analysis of Vyome Holdings ($HIND), a clinical-stage biotech with a Phase 3-ready asset for malignant fungating wounds trading at 22% of conservative fair value.

Enzymology Mark Namchuk - Vertex Vertex x Chinese labs mega study: - Target validation (human genetics + molbio) BUT, if you don’t link it to the therapeutic intervention, 2/3s don’t work! - Need to separate and actually…

Jeremy Stern is an excellent writer. It’s rare, in my life currently, for a medium online to capture my attention for longer than thirty seconds. It’s difficult for writing to compete for attention ag

Harder to charge insurance $10M for an embryo that isn't even a "human" yet If germline editing ever does somehow pass an ethics & safety review, pharma co's will find a way to kill it

TL;DR: My genetic profile reveals a pre-Vedic Indus Valley origin, dominated by Neolithic Iranian farmer and Ancient Ancestral South Indian DNA. Strict endogamy preserved this signature, creating a "g

I want to make a compelling case for why I think West Coast venture capital firms actually have a chance to win in biotech. It's well agreed upon that we're currently in a biotech winter. This involve

Reflecting on some of life's most important themes with excerpts from The Little Prince by Antoine de Saint-Exupéry. I'll let the passages from the book do most of the speaking. After all, this blog

There's a, what I view as new, cultural phenomenon gaining steam. It's what I call the "bro-style" It's predominantly male, ages 15 - 22, and is becoming the next favored career amongst young men in

TL;DR: AI is not being effectively utilized by biotech startups; analyzing GWAS using logistic regression or MLPs is not AI, and questionable companies are riding the wave to inflate their valuations.

- internal culture - Waymo - Isomorphic + Calico + Spinouts - Great private investments at GV - Deepmind wins AGI. GDM is $1T alone - Wins browser use/agentic AI due to Chrome data by a mile - weak spot is robotics - lac…

Twitter (X.com) is a dangerous place, especially for those of us building companies. It seems like you get some alpha being on Twitter, seeing the news break every minute about Soham Parekh, another

The Lean Startup by Eric Ries provides a lackluster thesis that does not stand the test of time. The book should no longer be considered required reading for founders in 2025. Most of the book can be

DO NOT hire people who are hesitant As soon as there is ONE bad signal, it’s irreperable, especially at the beginning They WILL leave later, or screw you in some way XXXX left early, but if he stayed, he would scam Quick…

Coinbase subsidizes gasless Ai agents - completely useless, web2 more legit and legal / non-scam intrinsic value of crypto but there’s no legit use case for this still even if blockchain is used to underwrite every trans…

Translation: “When the sun travels from the innermost mandala to the outermost mandala, then it wanders with 99,646 yojanas of interval between each other”. Translation: “When the sun goes from the innermost …

Probably can't actually make money with this, but: Train a simple random forest or even use document embeddings plus transformer on whatever structured clinical trial data points to predict drug success and then adjust r…

Bryan, a 17-year-old aspiring scientist, asks ChatGPT about hot topics to research in AI. The response? ChatGPT notes that he might find investigating "potential racial biases" in criminal justice interesting—a recommendation seemingly based on stereotypical assumptions.