Finance Executive &
Strategic Investor

Senior Director at Farfetch (Coupang), leading commercial finance and business turnaround. 15+ years across high-growth tech — Shopify, Coupang, Walmart — spanning multi-country scale-up, M&A integration, and capital strategy. Concentrated investor in founder-led platforms applying Buffett/Munger/Thiel frameworks. Sharing insights on turnaround finance, unit economics, AI-first organizational design, and investment analysis.

📍 London, UK · Canadian Citizen 🎓 Oxford MBA · Chartered Accountant
[email protected] LinkedIn

Experience

Senior Director, Finance Business Partnering & Decision Science
Apr 2024 – Present
Farfetch — GMV $2.5Bn+, Global E-commerce Marketplace
Transitioned from Coupang post-acquisition as CFO's right-hand to lead commercial turnaround of distressed business.
−$31M → Profitable
EBITDA swing
$40M
Channel margin value
30%+
Marketing efficiency
25+ FTE
Team rebuilt
Director, Commercial Finance
Sep 2022 – Mar 2024
Coupang — Revenue $30Bn+, E-commerce Market Leader
Led business partnering and FP&A for $10B+ GMV Korean marketplace, supporting 150K+ merchants globally.
$10B+
GMV managed
15%
YoY revenue growth
150K+
Merchants supported
Product Partnerships Lead
Oct 2019 – Aug 2022
Shopify — GMV $200Bn+, Global B2B SaaS Leader
Led global tech partnerships and ecosystem strategy for Shopify POS.
250%+
GMV growth
60+
SaaS integrations
$12B+
GMV scaled to
Strategy & Corp Dev Manager
Jan 2018 – Oct 2019
Walmart Canada — Revenue $25Bn
Led strategic planning for $650M+ e-commerce BU.
~$100M
Instacart ARR
$6M+
Margin uplift

Investing

Last updated: April 2026

Concentrated portfolio investor in high-conviction public and private businesses. Focus on founder-led platforms with strong unit economics, network effects, and international scaling potential. Blend of developed market tech platforms and emerging market infrastructure plays.

Portfolio

Shopify
Public equity
Global commerce platform
Reddit
Public equity
Social media & community
Coupang
Public equity
E-commerce leader
Palantir
Public equity
AI & data platforms
Alibaba
Public equity
Digital commerce ecosystem
Futu
Public equity
Digital brokerage
Upstart
Public equity
AI-powered lending
Nebius
Public equity
Cloud infrastructure
dLocal
Public equity
Emerging market payments
Vision Greens
Private equity
Vertical farming DTC — 6 year seed/growth investor

Projects

AI-Powered Investment Research

Charlie — Investment Research Assistant

Claude-powered investment analysis system that synthesizes legendary investor frameworks into comprehensive 4-page investment memos. Combines Warren Buffett's business quality assessment, Charlie Munger's inversion and mental models, Peter Thiel's monopoly identification, Stanley Druckenmiller's position sizing, and Tobi Lütke's technical founder inflection patterns.
Core capabilities:
• Bull/Bear analysis: Munger's inversion framework stress-tests theses by identifying failure modes
• Monopoly evaluation: Thiel's framework for identifying durable competitive advantages
• Management deep dive: Buffett's principles for assessing capital allocation and integrity
• Position sizing: Druckenmiller's conviction-weighted portfolio construction
• Technical founder inflection: Lütke's Law for catching 10-100x opportunities before moats are obvious
• Macro paradigm mapping: Positions investments across structural shifts and three investable waves
Generates interactive DCF models, unit economics analysis, innovation track record assessment, and AI/crypto impact evaluation. Traces second and third-order effects to find non-consensus opportunities before they're priced in.
Technical stack: Claude API (Sonnet 4), terminal-based interface, modular framework architecture, markdown output

Investor Frameworks

Buffett: Business quality & capital allocation
Munger: Inversion & mental models
Thiel: Monopoly framework & competitive moats
Druckenmiller: Position sizing & conviction weighting
Lütke's Law: Technical founder inflection detection
Macro Paradigm Context: Structural shift mapping

Favorite Books

Books that have shaped my thinking on business, investing, entrepreneurship, and life. Each offers timeless wisdom from builders, investors, and philosophers.

The Joys of Compounding
The Joys of Compounding
Gautam Baid
Atlas Shrugged
Atlas Shrugged
Ayn Rand
Elon Musk
Elon Musk
Walter Isaacson
Steve Jobs
Steve Jobs
Walter Isaacson
Shoe Dog
Shoe Dog
Phil Knight
Sam Walton: Made in America
Sam Walton: Made in America
Sam Walton

Writing & Research

Decision-Making & AI
Cialdini's Mother Turkey: Leadership blind spots and AI skill engineering
What happens when we unconsciously surround ourselves with "cheep-cheep" voices — and how the same mechanism becomes leverage when engineered deliberately.
April 6, 2026
Investment Memo
MercadoLibre (MELI) — Charlie Analysis
Comprehensive 4-page investment memo applying Buffett/Munger/Thiel/Druckenmiller/Lütke frameworks. BUY rating, 8/10 conviction, +39% upside.
April 3, 2026
Strategic Finance
AI-First Org Design and its impact on cost structure
Reimagining a $10Bn+ e-commerce business built from scratch today. Revenue per employee 2-2.5X, headcount down 60%.
January 15, 2026
Capital Allocation
The gap between winners and losers: Managing trade-offs
Charlie Munger: "Show me the incentive, and I will show you the outcome." Using dLocal as a masterclass.
January 10, 2026
Turnaround Finance
Farfetch turnaround: −$31M to +$30M EBITDA in 4 quarters
The real credit goes to the people who stayed committed after the acquisition.
February 20, 2025
Turnaround Finance
Coupang Q3 2024: Farfetch reaches near-breakeven EBITDA
Achieved near break-even profitability ahead of schedule. From -$31M in Q1 to -$2M in Q3.
November 7, 2024
Business Models
The simplest way to explain an e-commerce marketplace
Five core tenets that drive trust, retention, and sustainable margins. Simple to articulate, extremely difficult to execute at scale.
August 15, 2022
Leadership & Culture
Saying goodbye to Shopify: What makes it amazing
Merchant obsession, trust and transparency, curiosity-driven culture, and the power of storytelling.
August 10, 2022
Strategic Frameworks
Mental model for product partnerships
Mutual value creation first, distribution second. Primary goal is delivering greater customer value through integrated solutions.
November 15, 2021
Organizational Design
The case for a Chief Collaboration Officer
A temporary role (2-4 years) to build collaboration as a natural instinct. Working in silos costs dearly — but it's not measured.
September 20, 2021
Investment Analysis
Bessemer's 2010 Shopify memo: Contrarian VC thinking
$5M investment at $25M pre-money when few VCs backed SMB software. What's the next 10-year thesis?
November 10, 2020

Connect

I write about turnaround finance, capital allocation, and investment frameworks. Always open to discussing business model analysis, marketplace economics, and AI-first organizational design with fellow operators and investors.

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