It’s a blog.
It’s educational.
It’s hopefully entertaining.
It’s not investment advice.
How to think about investing.
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.