Not Financial Advice
Everything I share reflects how I think about companies and the actions I might consider. It is not investment advice, nor a recommendation to buy or sell securities.
Independent Thinking
I don’t accept payment, sponsorship, or compensation from any company I cover. My analysis exists outside corporate influence and is rooted in academic curiosity.
Self-Funded Research
All travel, information access, and research expenses are paid out of my own pocket. If I attend events or briefings, it’s because I believe they help sharpen my independent perspective.
AI-Assisted Writing
English is not my native language, even though I’ve been teaching and working in it for more than twenty years. I use AI tools to edit and proofread my work so that the ideas are clear, the style is polished, and nothing gets lost in translation.

