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.
Face Plant
When will you ever learn? What did you mess up this time? What lessons to take from losses and how to use them.
Origin Story
What came first: the product or the customer? Where do customers come from anyway? How businesses organize and how that can deliver value to investors.
A Tail of Two Companies
Is it the best of times? Is it the worst of times? How Dickens might look at analyzing a cash-registers-to-calling-cards venture.