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.
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.
Schrodinger's Deal
What does quantum physics tell us about stock prices? When is a merger both alive and dead? How to use what investors “know” to frame an investment decision.