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Writing

I write about systems — the ones that run consumer businesses, and the ones I run myself. Operating Margin is the weekly newsletter; essays are where everything else goes.

Operating Margin

The weekly newsletter

Operating Margin focuses on the finance, operations, inventory, working capital, retail strategy, and execution problems behind consumer businesses.

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Essays

Other writing

Occasional, more personal pieces on systems, productivity, self-experiments, and whatever I'm tinkering with. Published here, not on Substack.

No essays yet — check back soon.