Finance · Products · AI · Curiosity
Hey, I’m Augustine 👋
Pull up a chair.
I work in finance at AWS, and I can’t stop pulling apart companies, IPOs and pricing decisions to see what the numbers are really saying. This is my notebook: valuations, product musings, the odd short story, and probably too many soccer analogies. You’re welcome to read over my shoulder.
New here? Start with these
Three ways to explore
📊 Deep dives
Valuations and IPO breakdowns. I build the model, show my assumptions and tell you what I’d actually do, even when it’s not the popular answer.
🏷️ Product & pricing
How companies really make money from what they sell: pricing, unit economics, and why some bets pay off while others quietly don’t.
💡 Notes & ideas
Shorter takes on markets, life in finance, Python and AI experiments, and whatever I’m learning right now. Some will be wrong, and that’s half the fun.
Fresh off the notebook
Latest writing
“The best way to understand a business is to try to value it.”
That idea is why this site exists. Every piece here starts with a question and ends with a number, and I show my work in between so you can argue with it.
When I’m not in a spreadsheet
Captain, runner, storyteller… and a slightly too competitive FIFA player.
I captain a soccer team, chase 10K times, lose tennis matches gracefully, never miss an F1 Sunday, and write short stories when the numbers can’t say what I’m thinking. Expect a few of those to sneak onto this site too.
Here from LinkedIn?
Nice to meet you!
Short version: AWS, JPMorgan Chase, PwC and a Nigerian bank, plus an MBA from WashU Olin. The full story, resume included, is on the About page.
Let’s talk
Say hi, or tell me I’m wrong
Spotted a mistake in a model? Got an idea I should dig into? Just want to talk F1? I read every message.