Essays · Research notes · Markets

Reading markets, writing it down.

Hi, I'm Brandon. I write about public markets, capital allocation, and the parts of finance that reward patient reading — somewhere between a research note and a long letter to a friend.

Read the writing → What I'm watching

Featured

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Latest note · Apr 2026

Welcome — what this site is for

A short note on why I started writing here, what to expect from the feed, and how often new pieces will land. Read it first if you're new.

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Tools & templates

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DCF Calculator

Plug in revenue, margin, WACC, terminal growth. Watch the implied share price move live, see a sensitivity grid.

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Spreadsheet templates

Free downloadable models — DCF, comps, LBO, earnings tracker. Open in Excel or Sheets, edit freely.

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Long-form reports

Sector deep-dives, earnings previews, primers. PDF format, free to download. Updated when there's something worth saying.

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Selected work

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Research
Project One

2025 · Research note

A short description of the project goes here. Replace this with what you actually built or analyzed — one or two sentences is plenty.
Model
Project Two

2025 · Model

Another project teaser. Keep it tight on the home page; the full case study lives on the projects page.
Essay
Project Three

2024 · Essay

A third teaser. Three is a good number for the homepage — enough to show range, not so many that it becomes a list.

Recent writing

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Currently reading & watching

Reading [Book title] — one-line note on why.
Watching The 10Y yield. Earnings season for [sector].
Listening [Podcast] — the recent episode on [topic].

Updated every few weeks on the /now page.