investing2026-03-088 min read
Framework for reading software companies
A lightweight checklist for product quality, pricing power, operating leverage, and what can realistically break the thesis.
ResearchSoftwareFrameworks
Investing
Research notes, theses, assumptions, and risk framing.
A dedicated section for company research, market notes, and investment frameworks.
Section
Section note
The editorial structure here is intended to support thesis, assumptions, and risk blocks later.
The current MVP keeps the section simple: structured article lists, clear metadata, and enough separation from the general blog to support a stronger taxonomy later.
Disclaimer: this content is informational and reflects personal research and opinion. It is not investment advice.
Section
Published research
Current investing posts.
investing2026-02-085 min read
Market notes on infrastructure software
A short operating view on platform consolidation, budget scrutiny, and why developer-facing products still need a clear ROI story.
InfrastructureMarket NotesSaaS