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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.
![Loose Threads](https://images.squarespace-cdn.com/content/v1/646ee026f1386a1e9b0d0ac7/1717689906345-8MSF5PXCJD943O2RX3RI/loose_threads001COLORED.jpg)
Loose Threads
What’s the return policy when your handbag starts unravelling? Do you get the same policy under with a merger agreement? How to look at a merger opportunity when it looks dicey if it goes through and even dicier if it doesn’t.