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.
Special Edition
Do all investors value things the same? What’s so special about “special situations” anyway? How to find investments when ownership changes hands.
What’s in the box
When shareholders revolt, should management listen? Are all shareholder returns created equal? How to find value in flailing industries.