Komorebi — A home for ideas, research, and long-term capital.

I've spent twenty years across infrastructure, travel, and hospitality — as a project finance lawyer at Norton Rose and Milbank, as CEO of a safari OTA and tour operator across Africa, and as co-founder of a short-term rental platform in Cape Town.

Komorebi Holdings is a home for my writing, investment research, portfolio tracking, and the long-term development of ideas across travel, hospitality, platforms, infrastructure, and capital allocation.

Investment memos, portfolio ideas, and research on businesses tied to travel, mobility, energy infrastructure, and the financial rails of emerging economies.

Komorebi Research

Insights on industry trends, upcoming themes, key players, and hidden public or private companies shaping the future of travel, mobility and infrastructure.

Latest Insights