It’s a blog.
It’s educational.
It’s hopefully entertaining.
It’s not investment advice.
I write about how to think about investing.
Growing Places
Who invests better: Sequoia or Oaktree?. What kind of trees should investors look for anyway? How to follow branches to find investment opportunities.
Waffles
Do waffles make a good investment? What happens when another company’s decisions can make or break your business? How to iron out investment opportunities from indecision.
The Bogeyman
What happens when the Bogeyman takes your cookies away. What are investors afraid of? What’s the right thing to be afraid of anyway? How to put a box around risk to measure it and evaluate an opportunity.
Cookies & Cream
What happens to ice cream sandwiches when your baker turns off the ovens? What do ice cream sandwiches have to do with digital advertising? A framework for evaluating companies in transition.