Signal, not noise.
A strategist and pragmatist working across finance and technology. More interested in what actually works than in what the textbook says — and in the patterns most readers miss.
Featured
'Culture eats strategy for breakfast' gets quoted but rarely designed for. Culture isn't the enemy of a good plan — it's the container the plan has to live in, and when the two don't fit, the container wins every time.
Read →A firm can now rent increments of thinking — bounded units of cognitive work, metered and priced like compute. That sounds like a pricing detail. It isn't. It changes what the cost structure of a firm is made of.
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Most CFOs are trained to make the balance sheet efficient. Buffett spent his career arguing the opposite — that its first job is to be unkillable, and that the reward for building it that way is the freedom to act when no one else can…
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The question CFOs get asked at almost every Q4 board now: what are we doing about the buyback? Buffett's 2011 and 2016 letters give the hard answer most boardroom conversations skip…
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If you make decisions about money inside a company, this is for you.
I'm a working CFO writing candid field notes on AI, capital strategy, leadership and FP&A storytelling — without the buzzwords. Most weeks, one idea from the real world of boards, budgets and bets that can help you make fewer expensive mistakes.
This site exists because most finance content is one of two things: a quarterly earnings rehash, or a hot take with no model behind it. The first is data without thinking. The second is thinking without data. Signal-to-noise sits in the middle: practical, operator-level thinking from someone who signs off on the numbers.
Lately that has meant going back to first principles on where the money actually goes. An ongoing series reads Buffett's letters not as scripture but as an operating manual — capital allocation as the CFO's real job, and why the balance sheet you can't kill beats the one you've optimised. In Ask Warren, I take a question a board is asking this quarter and run it through that framework to see what survives.
Working on something at the edges of finance and tech? I'd like to hear about it.