Decision PlaybookWhen to Stop Researching: The Expected Value of Information
A practical playbook for the most under-asked question in business analysis: is more research worth it?
Research NoteMarket Sizing That Survives Diligence
A triangulation framework for TAM/SAM/SOM numbers that hold up when someone competent pushes back.
Investment FrameworkA Moat Taxonomy for Private-Market Diligence
Five defensibility claims, the evidence that actually tests each one, and the leading indicators of erosion.