It’s a blog.
It’s educational.
It’s hopefully entertaining.
It’s not investment advice.
How to think about investing.
The Investment with a Thousand Faces
Are the stories investors tell valuable? Are they full of crap? How to understand investing stories to help evaluate value.
Highlight Reel
Who delivered the highest return on entertainment in the World Cup? What kind of players or businesses are the most fun to watch? How to evaluate a business shifting from a cyclical market to a long-term structured one.
Bean Counting
What’s the return on a latte? Is there any value in the beans? How to evaluate caffeinated opportunities in software services.
High Carb Diet
What kind of diet works best for investors? Who sells investor diets anyway? Finding investments when other investors are forced to diet.
Wagon Wheels
How can you tell which way a wagon’s wheels are spinning? Do you need to know if you can see the wagon moving? How to evaluate opportunities when numbers don’t tell the story investors want to hear.
Rocket-Powered Frisbees and Barbed Wire Telegraphs
What’s the worst invention idea you ever had? Could this idea lead to other better ideas? Evaluating novelty against investment opportunities.
That’s the Way it is
What makes for a good pipeline of investment profits? What about companies that make pipes? Finding opportunity when company’s change and investors don’t.
Spa Day
Where can investors go to relax? What kind of investments offer peace of mind anyway? How to evaluate an old business facing new and brighter opportunities.
Changing Seasons
What season is best for selling shares? Does it matter which way money goes: from investors to companies or from companies to shareholders? How to evaluate opportunities when seasons change in the capital cycle.
Spot the Difference
Can you spot the difference between an expensive bill and one that ends up with a silver lining? How to evaluate the legislative consequences on an investment.
This Investment Has Pockets
Are pockets in dresses really that great? What ends up in dress pockets anyway? How to evaluate an investment with some pockets of extra costs.
Tomb Raider
Do decades-old investment ideas have any value today? What if its the same idea? Evaluating investments that worked out and why they might work out again for the same reasons.
Magic Eye
What parlor tricks help with investing? Can an investment make magic? How to see an investment.
Jungle Boogie
How much do you need spend to be king of the jungle? What’s the jungle worth anyway? How to find opportunity in hyper-spending by hyperscalers and the return on that investment.
Natural Deselection
What makes a better snack: a snake or a crocodile? Why would snakes and crocodiles choose to tussle anyway? How to evaluate mergers between companies with sharp teeth and primitive instincts.
Chips on the Table
Would companies rather play poker or blackjack? What do card games have in common with investing anyway? How to evaluate the cards a company plays against its tells.
A Heist
What’s the ROI on a bank robbery? If you’re not going to rob a bank, what’s the next best thing? Evaluating mergers for a bargain price.
Laws and Order: Part 2
If things work out, what does that look like? How do you know when you get there? How to evaluate an investment’s prospects when shares have been on a rip.
Laws and Order: Part 1
Are shares subject to any real laws — like physics — about how they behave? Can they break those laws? How to evaluate investors expectations when share price drastically changes.
The Hour Between Dog and Wolf
How do you tell a dog from a wolf in the dark? What about in the markets? How long does it take to turn a wolf into a dog anyway? How to find investments using uncertainty.