# ANDREI SEMEN
Enterprise Renewals | Investing | IdeasRenewals • Investing • Ideas • Culture • Projects • About

Andrei Semen is an enterprise renewals and recurring-revenue professional with 16+ years of experience in enterprise technology.“This is my personal vault: a home for the ideas, projects and lessons worth keeping.”

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# 01 / Professional: Enterprise Renewals
Predictable ARR • Multi-Year Strategy • Churn DefenseOver 16 years in enterprise software support contract renewals, specializing in recurring revenue engines, commercial negotiation, and account retention.• Core Expertise: Predictable retention models, multi-year deal structuring, proactive churn mitigation, and executive alignment.
• Featured Article: 16 Years in Enterprise Renewals: 20 Lessons That Stood the Test of Time.Explore the Enterprise Renewals Framework & Playbook →↑ Back to top | ↑ Back to main page

Building financial resilience • Core engine & satellite discipline • Real-economy moatsTracking a disciplined, long-term approach to wealth creation designed to become financially unbreakable. I focus on capturing broad global compounding while managing controlled satellite exposure across quality real-economy businesses, AI infrastructure, and security layers. My framework is governed by a strict Investment Policy Statement (IPS): zero day trading, no short-term market timing and no chasing speculative, pure-hype AI bubbles.Core Investment Principles (IPS-aligned)• Retirement & global core (The Engine room): Broad, low-cost global equity exposure serves as the primary long-term compounding engine. The core is insulated from behavioural mistakes, market noise, and macro headlines.
• Strategic satellites (Look-through discipline): Targeting differentiated economic engines across AI infrastructure, semiconductors, physical power grid demand and cybersecurity perimeter defence. Satellites are governed by strict look-through rules to prevent accidental duplication.
• Risk management & capital allocation: Prioritising liquidity, simplicity, and strict concentration ceilings. Focused on durable cash flows, high moats and disciplined execution over short-term performanceFeatured writing & investment memos• Becoming financially unbreakable: My investment policy Statement
The core operating system: why resilience beats theoretical optimisation and how to build a portfolio that survives setbacks.Follow all my other notes on X (@pennylanduk) →Personal notes, not financial advice↑ Back to top | ↑ Back to main page

Comparative poetry • Enduring books • Logic & artisanal heritageBeyond enterprise strategy and investing, I explore timeless human ideas through literature, structured deduction and traditional craft.

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The Immortal authors
Status: 31 / 200 Books tracked • (Current reading ledger)---* The Hebrew Bible (Tanakh / Old Testament) — Ancient Canonical Text (600 BCE)
Theme: Spiritual and Existential
Key Takeaway: Covenant, law, historical memory, and the enduring human search for divine wisdom.* The Holy Bible: New Testament (RO, EN, FR, Latin) — Canonical Gospels & Epistles (70 CE)
Theme: Spiritual and Existential
Key Takeaway: Transcendental grace, moral rebirth, and the universal call to compassion.* Meditations — Marcus Aurelius (180 CE)
Theme: Ancient Foundations
Key Takeaway: Focus on internal sovereignty, mastery over perception, and stoic duty.* The Qur'an — translated by Abdel Haleem (650 CE)
Theme: Spiritual and Existential
Key Takeaway: Divine oneness, moral accountability, and social responsibility.* Il Principe (The Prince) — Niccolò Machiavelli (1532)
Theme: Understanding Power and Society
Key Takeaway: Pragmatic realism, statecraft, and the mechanics of political preservation.* Ceaslov — Deacon Coresi (1577)
Theme: Spiritual and Existential
Key Takeaway: The sanctification of time, canonical hours, and early Romanian linguistic heritage.* L'Étranger (The Stranger) — Albert Camus (1942)
Theme: Literary Classics & Philosophical Works
Key Takeaway: The absurd, existential detachment, and confronting an indifferent universe.* Le Petit Prince (The Little Prince) — Antoine de Saint-Exupéry (1943)
Theme: The Human Mind
Key Takeaway: Seeing essential truths through the heart rather than superficial adult eyes.* Animal Farm — George Orwell (1945)
Theme: Understanding Power and Society
Key Takeaway: Totalitarian decay, corruption of language, and betrayed ideals.* 1984 — George Orwell (1948)
Theme: Understanding Power and Society
Key Takeaway: Psychological control, surveillance, and the fragility of historical truth.* Atlas Shrugged — Ayn Rand (1957)
Theme: Understanding Power and Society
Key Takeaway: Individual agency, rational self-interest, and the mind as the engine of society.* Watership Down — Richard Adams (1972)
Theme: Understanding Power and Society
Key Takeaway: Leadership, community resilience, myth-making, and freedom against tyranny.* Shōgun — James Clavell (1975)
Theme: Understanding Power and Society
Key Takeaway: Cultural immersion, honor codes, and multi-layered political strategy.* Eye of the Needle — Ken Follett (1978)
Theme: Modern Fiction
Key Takeaway: Tension, wartime espionage, and individual resolve under extreme pressure.* In the Company of Giants — Rama Dev Jager (1997)
Theme: The Human Mind
Key Takeaway: Key lessons on vision, resilience, and scaling from tech industry founders.* Harry Potter and the Philosopher's Stone — J.K. Rowling (1997)
Theme: Modern Fiction
Key Takeaway: Friendship, choice over ability, and the archetypal hero's journey.* The Secrets of Vesuvius — Caroline Lawrence (2001)
Theme: Modern Fiction
Key Takeaway: Historical immersion, mystery, and youth resilience in ancient times.* Kafka on the Shore — Haruki Murakami (2005)
Theme: Literary Classics & Philosophical Works
Key Takeaway: Surrealism, fate, subconscious memory, and navigating personal trauma.* The Great Explorers — Robin Hanbury-Tenison (2010)
Theme: Understanding Power and Society
Key Takeaway: Human curiosity, endurance across unknown horizons, and discovery.* A Monster Calls — Patrick Ness (2011)
Theme: The Human Mind
Key Takeaway: Grief, emotional truth, and processing complex human loss through stories.* The Second World War — Antony Beevor (2012)
Theme: Understanding Power and Society
Key Takeaway: Grand global conflict analyzed alongside harrowing human-level accounts.* Wonder — R.J. Palacio (2012)
Theme: Modern Fiction
Key Takeaway: Empathy, kindness over correctness, and overcoming social adversity.* Țara cu un singur gras — Adelin Petrișor (2013)
Theme: Understanding Power and Society
Key Takeaway: Journalistic observation of authoritarian isolation and state propaganda.* Only Remembered — Michael Morpurgo (2014)
Theme: Understanding Power and Society
Key Takeaway: Memory, sacrifice, and the enduring human legacy of World War I.* Never Split the Difference — Chris Voss (2016)
Theme: The Human Mind
Key Takeaway: Tactical empathy, active listening, and high-stakes negotiation psychology.* It Ends with Us — Colleen Hoover (2016)
Theme: Modern Fiction
Key Takeaway: Breaking cycles of abuse, personal courage, and complex emotional choices.* If We Were Villains — M.L. Rio (2017)
Theme: Modern Fiction
Key Takeaway: Obsession, theatrical tragedy, ambition, and the weight of secrets.* Al Ferasa: The Art of Face Reading — Wael Abdul-Hamid (2018)
Theme: The Human Mind
Key Takeaway: Ancient observational skills, non-verbal communication, and character analysis.* Hades — Mark Knowles (2019)
Theme: Modern Fiction
Key Takeaway: Mythic retellings, ancient heroism, and classical narrative pacing.* As Long as the Lemon Trees Grow — Zoulfa Katouh (2022)
Theme: Modern Fiction
Key Takeaway: Hope, survival, and mental resilience amidst human conflict.* Palestinians and Israelis: A Short History of Conflict — Michael Scott-Baumann (2024)
Theme: Understanding Power and Society
Key Takeaway: Dual narratives, historical context, and the complexities of geopolitical conflict.* The 5 Types of Wealth — Sahil Bloom (2025)
Theme: The Human Mind
Key Takeaway: Balancing time, physical, health, social, and financial capital for a full life.↑ Back to top | ↑ Back to culture section | ↑ Back to main page

I’m Andrei Semen, an enterprise renewals and recurring-revenue professional with 16+ years of experience in enterprise technology.My professional world revolves around customer relationships, commercial strategy, retention and creating predictable recurring revenue.Outside work, I’m interested in investing, literature, poetry, puzzles, AI and the practical ideas that survive contact with real life.This site is where I keep the work, projects and ideas I don’t want to disappear into a social-media feed.↑ Back to main page