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.
Language Arts
Is this deal so sigma? Or is it Ohio? What do the kids have to say about M&A? How to evaluate an acquisition.
Reasonable Demands
Can companies boost demand for their shares outside of just running the company? How should companies interact with the softer sides of stockholder demand? How to sort management who are stockholder’s partners from pirates.
Sneaker Trade
Why are shoes priced differently different places on the internet? Why does it matter where things sold? How to evaluate an opportunity when a company moves its listing from one place to another.