The Node

Thoughts of a bytelander

01 Feb 2025

When China Learns - Auto Edition

China's rapid rise in the automotive sector is reshaping global markets.
18 Jun 2022

Netflix thesis

Short post on why I am bullish on Netflix
05 Jan 2022

Things To Do 2022 Edition

Key lessons I want to incorporate for 2022
19 Sep 2021

The China Model

Thoughts on China and the rout of Chinese stocks
10 Sep 2021

11 months at a startup

As I clock in one year at IB, reflecting on the lessons