Grew net worth from $28K to $2M via business turnaround (7x growth, sold in 2024) and stock investing; former editor for Antonio; writes Substack 'The Psychoanalyst'; focuses on capital-light tech with network effects and AI scaling; overcame personal struggles to develop contrarian investing mindset.
HIMS started with sexual health niche, perfected a cash-flow-positive vertical customers love, then expanded — mirroring Amazon's books-to-everything playbook; dropped 50% four times this year but fundamentals drive long-term compounding.
Spotify's network effects and data flywheel in audio enable sustained free cash flow per share growth; held through volatility because business fundamentals unchanged.
AMD has been a major winner benefiting from AI infrastructure buildout and capital-light technology business model with strong management.