It’s a blog.
It’s educational.
It’s hopefully entertaining.
It’s not investment advice.
I write about how to think about investing for value.
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.