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.
Bundle of Joy
How do businesses make money? What does alligator reproduction have to do with M&A? Why do companies merge anyway? How you can use genetic scramble to frame an investment in merging companies.
Plan B
What happens when company adventures don’t go to plan? Evaluating an investment against numerous future scenarios. How investors can benefit from adaptability.