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.
Hard Landing
What’s more successful: air travel regulation or consumer regulation? What does that say about the safety of an investment? How investors can adapt to changing regulatory environments.
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.
Tilting at Windsocks
How would Don Quixote charge at merger regulation? What’s the record on errant regulatory crusades? How to evaluate opportunity in marquee regulatory tilts.