About

Eli Oates

This is my public notebook. I use it to publish research, write through ideas, study businesses and industries, and keep a record of my thinking over time. It reflects what I am learning, what I find important, and how I approach judgment.

I study Finance at McCombs and Economics at UT Austin, and I will be joining William Blair's Technology team as an Investment Banking Summer Analyst. Alongside that, I have pursued small entrepreneurial ventures that pushed me to think more seriously about execution, incentives, and how businesses actually work.

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

Interests

  • ·Competitive dynamics and structural moats
  • ·Unit economics and business model design
  • ·Market structure and industry evolution
  • ·Capital allocation and long-term value creation
  • ·Incentives, decision-making, and business judgment

Currently Reading

  • Thinking in Systems by Donella H. Meadows
  • Thinking, Fast and Slow by Daniel Kahneman

Get in Touch

I'm reachable at eso375@my.utexas.edu for research, writing, and professional inquiries.

Contact →