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
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.
Craps at a Poker Table
What happens when things goes off-script? How do you think about a new investing environment? What happens when things change? How not to play poker.