It’s a blog.
It’s educational.
It’s hopefully entertaining.
It’s not investment advice.
How to think about investing.
Van Go
What happens to value when an artist shifts styles? Is it the same for businesses? Evaluating opportunities in evolving companies.
The Old Ball and Chain
Does being chained to a dying industry hold back an investment? What happens when that ball and chain start to feel lighter? How to think about Garrett Motion’s link from combustion engine turbos to a zero-emission future.
Not So Fast
Does everyone drive an EV? What happens when bankruptcy makes a company more complicated? How think about opportunity at the fork between expectations and reality.