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
Matthew Hennessy Matthew Hennessy

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.

Read More
Not So Fast
Matthew Hennessy Matthew Hennessy

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.

Read More