Archive cartridge 06

Signal Notes

Working notes on software, faith, investing, and an honest career. Technical examples are runnable. Sources are dated. Revisions stay visible.

Value Investing as a Research Process, Not a Cheap-Stock Filter

An educational introduction to valuation, business quality, uncertainty, and portfolio risk.

Jul 27, 2026

A dated retrospective on concentration, narratives, rates, and the difference between a strong product and a sensible price.

Jul 27, 2026