I’m

I’m William Hou, an incoming student at Claremont McKenna College. This blog is where I share clear, practical takes on companies, industries, and the economy. I focus on how businesses make money, what could break, and what would have to be true for a thesis to hold up.

With posts coming once per week, you can expect case studies blending in financial valuation, economic trends and opportunities for the future. The point is to build repeatable frameworks for evaluating businesses and to learn in public; I hope you can join me through my journey!