Blog
Data, markets, and the space between models and decisions.
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2025-08ASML is 45 minutes from my university. I used my own DCF calculator to value it from scratch — three scenarios, real numbers, and every place I was unsure. The terminal value is 73% of the total. That's the real lesson.
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2025-07CS has two career tracks: research scientist and infrastructure engineer. The middle is hollow. If you're not going to be the former — and statistically, you're not — then the game is school name + stacked internships, not GPA.
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2025-07Practical things I learned processing 10TB+ of aviation data — partition strategies, avoiding collect(), and why your notebook that works at 1GB will betray you at 100GB.
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2025-06I went to Airbus expecting to build models. Instead I spent most of my time cleaning SQL queries, arguing about chart colours, and learning that the hardest part of data work has nothing to do with data.
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2025-04Everyone says "data-driven." But most data work never touches the documents where real decisions get recorded. Here's why I started reading 10-Ks for fun — and what it taught me about the gap between dashboards and boardrooms.
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2025-03I spent two years optimising models and one year optimising slide decks. The slide decks changed more outcomes. A reflection on why I'm pointing my career at the data-decisions boundary — and why finance is where that gap is widest.