It’s a blog.
It’s educational.
It’s hopefully entertaining.
It’s not investment advice.
How to think about investing.
S’mores
What flavors of pie do investors like? If you change the name, will they still like it? Evaluating opportunities
Van Go
What happens to value when an artist shifts styles? Is it the same for businesses? Evaluating opportunities in evolving companies.
Dancing With Disaster
What happens when companies cut a rug? How can investors dance around risk? Evaluating opportunities when investment spending is tearing up the floor.
Bridge and Tunnel Crowd
Which side of the river do you find better investments? How do companies build bridges between businesses anyway? How to evaluate companies whose value is shifting between an old business and a new one.
Stop Digging
How do companies keep falling in the same pits? How deep do they have to dig before they stop? How to evaluate opportunities when companies are in a hole.
A Particular Set of Skills
Do skills from years of CIA training transfer to the executive suite? What about playing a CIA agent in a movie? What executive changes deserve investor attention anyway? How to evaluate opportunities in executive swaps.
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? Do you have to get through the bad ones to get to the better ones? 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.