It’s a blog.
It’s educational.
It’s hopefully entertaining.
It’s not investment advice.
How to think about investing.
Frame Store
What kind of frame should you use for a Rembrandt? Should you use that same frame for an investment? How to think around investment ideas to build what works for your portfolio.
High Wire Act
Is it always best for technology companies to invest through their P&L? How do investors think about big fixed investments in tech? How to evaluate Google’s search for the highest and best returns.
Monet Stuff
How was Monet as an investor? Do his artistic innovations add anything to a financial toolkit? How to frame an investment facing the innovator’s dilemma.
A Rock and A Hard Place
What happens if you don’t invest? What happens when you play it safe? How to look at the risk of not investing.
2-bit Tournament
Should investors play soccer or get into jousting? Which one makes a better investment? How to find opportunities when a game changes.
Waffles
Do waffles make a good investment? What happens when another company’s decisions can make or break your business? How to iron out investment opportunities from indecision.
Face Plant
When will you ever learn? What did you mess up this time? What lessons to take from losses and how to use them.
Alternative Route
How does dental hygiene influence deals? What itch do mergers and acquisitions scratch anyway? How to think about deals that don’t work on paper.
2024: The Game Show
What’s behind door number 2? What do game shows have to do with investing anyway? How to find the right investing game for you.