Writing.
Writing on capital markets, leadership, governance and second-order thinking.
Essays on Medium
All on Medium- Oct 27, 2026Anthropic’s IPO Is About More Than Growth. It’s a Test of How We Value AI.Anthropic’s IPO filing raises a question that goes well beyond the company’s extraordinary growth. How should investors value a business that commits…
- Oct 2, 2026A $16 Billion Investment Cannot Be a Secret: The Kenyan President Says the Dangote Agreement Stays…A $16 Billion Investment Cannot Be a Secret: The Kenyan President Says the Dangote Agreement Stays Private. Markets Should Price That.Kenya should welcome…
- Sep 8, 2026What Artificial Intelligence Cannot Replicate: A Case for Assets That Do Not Need to Keep UpFor most of the past two decades, capital markets have rewarded a particular kind of enterprise: one with minimal physical infrastructure, high…
- Jul 18, 2026The Capital Is There. The Plumbing Isn’tWhy global investor appetite for Africa rarely turns into an actual allocationThe Appetite Is RealEvery investor conversation about Africa starts the same way.…
- May 19, 2026Beyond the Big Board: Why Capital Destinations Matter More Than EverFor a long time, the basic assumption was simple. If a serious company wanted a serious public market listing, it would end…
- Apr 30, 2026Going Public on a Story: What Companies Promise Investors and What It Costs When the Market Stops…Going Public on a Story: What Companies Promise Investors and What It Costs When the Market Stops Believing ThemWhy the argument you…
- Apr 15, 2026Private Credit Is Not a Macro Story, It’s a Company StoryThe macro commentary on private credit is useful. The company-level guidance is missing.The financial press has been circling private credit for months. The…
- Apr 2, 2026Beyond the Pop: The Harsh Lessons of Post-IPO LifeFor VC-backed startups, public markets are serving up a tough reality checkThe First-Day Pop HangoverIn the world of venture-backed IPOs, first-day pops steal the…
- Mar 12, 2026Knowledge Is Now Cheap. Judgment Is the New Premium.The AI economy is not replacing professionals. It is sorting them. And the filter is more brutal than most people in advisory…