Eli Oates

I research businesses — how they're built, how they compound, and where conventional narratives diverge from the underlying economics.

My work sits at the intersection of strategy, finance, and operational detail. I'm interested in questions like: What does this business actually produce? Who pays, and why? What would have to be true for this to be durable?

[Your background here — previous roles, education, relevant context. Two to three sentences is enough. Specificity signals more than length.]

This site is where I publish company breakdowns, industry analyses, book notes, and short essays. Everything here reflects my personal research and views.