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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.
![Captive Audience](https://images.squarespace-cdn.com/content/v1/646ee026f1386a1e9b0d0ac7/1715278654948-GCEJOK0ZDVYSPZX4JNWV/captive_audience001.jpg)
Captive Audience
What happens when companies try humor? What kind of espresso drink makes the best investment? How management’s signaling impacts an investment.