ABOUT
Froskr is the personal investment journal of Vishak Menon.
It is published under Froskr LLC, a California limited liability company. It exists for two reasons: to sharpen my analytical practice through public writing, and to attract co-investors and advisory work over time.
Froskr is commercial, with the mechanisms disclosed. Froskr is also a learning exercise, with the losses published as visibly as the wins. The disclosure regime is the bridge between those two facts.
What I publish
Catalyst-driven trades in public markets, sometimes structured as options around policy and macro events. Angel and SPV checks into early-stage private companies. Thesis written before entry. Wins, losses, and walk-aways all live in the log.
I do not cover crypto, Web3, social media businesses, predatory lending, or any company I would not put my own money in. I write only positive theses. If a company fails the editorial floor, no thesis is written. The state of the company can be acknowledged. The critique does not run.
The closest reference points are Marc Rubinstein at Net Interest, Doug O'Loughlin at Fabricated Knowledge, and the analytical school around Patrick O'Shaughnessy and Byrne Hobart.
How the work gets done
Three layers. The principles, framing, and thesis articulation are mine. Data analysis and modeling are tool-mediated; I work with current language models including Claude. Domain expertise outside my own knowledge is contracted from named external analysts, with their position disclosure visible in the relevant pieces.
This structure does not eliminate bias. It moves it: from analytical execution to prompt design and data selection. Both of those are mine, and both are documented on the Standards page.
What you should expect
A piece appears when there is something worth saying, not on a schedule. Pieces are between 700 and 4500 words. Every piece on a covered company carries a footer with the position disclosed, the trading blackout noted, the references listed, and the standards summarized. Corrections are issued with date-stamped notes on the original piece. If a thesis turns out wrong, a post-mortem follows.
Nothing on this site is investment advice. I am not a registered investment adviser.
What I want from you
If a piece makes you want to invest alongside me, the syndicate vehicle is on AngelList; the link is in the footer of any piece that touches a relevant company. If you have advisory work that fits, the page is here. Either way, email is open: vishak@froskr.com.
MEMBER OF