Brokerage at Anzar Group / eXp Commercial
Retail and industrial deals across Canada. Teaches me about how physical assets really change hands.
Curious · Generalist
I think about efficiency, compounding, and the mental models that connect them.
I’m a curious generalist who chases a lot of ideas and fails on most of them until one sticks. The ones that have stuck so far: I broker commercial real estate at Anzar Group, I’m building YardScout for the industrial outdoor storage market, and I write The Checklist Compounder — a Substack on microcap investing and special situations. The thread across all three is iteration: pattern recognition, refining the checklist, looking for the next inefficient corner. I write about it when an idea is worth writing, not on a schedule.
Three things I’m doing
Building YardScout
The marketplace for industrial outdoor storage. The thing I’m trying to make real, one tenant and one listing at a time.
Writing The Checklist Compounder
Microcap investing and special situations. The checklist evolves.
Three things I keep coming back to
circle of competence
“Knowing what you don’t know is more useful than being brilliant.”— Charlie Munger
long-term games
“Play long-term games with long-term people.”— Naval Ravikant
compounding
“Life is like a snowball. The important thing is finding wet snow and a really long hill.”— Warren Buffett