happycodech

A measured approach to exploring and applying cross-domain expertise.

Practical, not revolutionary, applications of AI engineering and broad process automation.

↓ three ways into the work

01 / PRACTICE

Expertise, amplified.

Automation doesn’t replace hard-won expertise. It clears the path for talented people to leverage it.

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HOW I WORK

Capture what your firm knows. Multiply it. Keep it yours.

Expertise stays put. The judgment behind a process, the reasoning that made it expert, can now be systematized and shared, made interactive and teachable. Shared, it becomes institutional knowledge, and expertise compounds: one person’s judgment becomes something the whole firm can apply, refine, and build on, until it is how the company operates. None of this is new. It is how strong organizations have always worked, made practical by AI that surfaces the knowledge fast.

Discovery

Surface the operating knowledge your firm runs on, the judgment that lives in your best people and never got written down. Map where that expertise actually sits, what you already pay for, and what is worth capturing first.

Build

Systematize the judgment, automate the boring parts, and put expertise in the hands of those who need it. The simplest thing that works, measured against a baseline.

Secure

It runs in your environment, you control who reaches it, and every action is audited. The knowledge and systems stay protected, yours to keep, and free of lock-in.

02 / RESEARCH

Research

Systematic analysis of SEC filings, technical signals, and valuation models.

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IN THE OPEN

Quantitative investment research, built in public.

Three papers, published in full. Every methodology is documented, every claim is verifiable.

Language Analysis→

The Signal That Survived

Seven ways a 10-K can drift from its peers. Across 961 filings and 22,500 flags, only one signal survived all four rigor tests.

Delta-E→

Tragic Algebra at Scale

Burry’s stock-comp math, automated across the NASDAQ-100 from audited XBRL. On the clean cohort, shareholders keep about 84 cents of every GAAP earnings dollar.

RE vs Index→

The Landlord’s Tax

A 30-year backtest that prices the landlord’s own labor. The passive index wins 23 of 24 ways, then flips once the start date moves past 2000.

03 / CAREER

Career

An independent practice built on cross-domain experience: managing assets, understanding how businesses actually run, and engineering the software that connects them. The result is a measured approach to AI and process automation. Practical, not revolutionary.

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THE FIELD

What I build, end to end.

These four domains are where my work converges. Across them, time-tested methods and a modern stack lift velocity without trading away quality. The repetitive parts are handled; the judgment, standards, and values become the guardrails that autonomous systems are taught to follow.

Data Science & Engineering

Data pipelines, warehousing, governance, and validation · automation where it earns its place, control where it matters · model- and vendor-flexible, scoped to absorb what comes next.

Applied AI Engineering

Production LLM application development · agent orchestration for bounded workflows · context engineering & evals · document intelligence · cross-platform integration.

Business Management

Operations automated where they drag: coordination, CRM, projects, reporting · a small team that runs like a larger one · processes that outlast the people who built them.

Financial

Asset-management experience, translated into systems that do the analysis · automated, validated investment research · evidence over narrative, decisions over dashboards · judgment that scales.

WRITING

From the Substack.

Essays and notes on AI for Swiss firms, value investing, and building software that lasts, published on Substack.

Another Copilot seat won’t 10x your productivity. Understanding how to link your company’s expertise might.

Notes from a Swiss consultant on what AI does, and doesn't, replace.

APR 2026Read on Substack →

Better Information, Better Conversations: Connecting Swiss Parents and Providers

Making Swiss childcare easier to navigate.

MAR 2026Read on Substack →

What Most Guides Won’t Tell You About Choosing a Kita in Switzerland

Swiss childcare is expensive, fragmented, and inconsistently regulated. Here’s what actually matters when you’re evaluating facilities.

MAR 2026Read on Substack →

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GALLERY

Get in touch

A free first conversation. In your office. Often same day.

Most of my work starts with a short conversation. If you have a small technical problem you don’t know what to do with, or a larger problem you’re not sure how to scope, that conversation is the right next step. There’s no obligation and no pitch. I’ll tell you whether I’m the right fit, and if I’m not, I’ll usually know who is.

Book a call →