Moiz Saeed: notes on how systems work, and what they’re worth

I work on the investment research team at one of the world’s leading value investing hedge funds based in Seattle. I’m a generalist, focusing on foundational shifts reshaping technology, markets, and business strategy. Previously, I allocated capital at Gulfrock Capital.

I studied Public Policy at Harvard, Finance at Cambridge, and Chemical Engineering at UCL. I like figuring out how systems work, and what they’re worth.

My work centers on the forces beneath outcomes: compounding, reversion, coordination friction, incentive weight, narrative pull, adaptation tempo, and the shape of expectation.

This is a repository for my notes on my thoughts, intelligence, progress, structural design, and enduring businesses. Views are my own.