It’s a blog.
It’s educational.
It’s hopefully entertaining.
It’s not investment advice.
How to think about investing.
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.
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.
2025 Scoreboard
Lamplighter made some predictions for its portfolio in 2025. Some things it got right. Some things it got wrong.
Paint by Numbers
Can you create a masterpiece painting by numbers? What does painting have to do with investing? How to find investment opportunities when numbers paint a bad picture.
Growing Places
Who invests better: Sequoia or Oaktree?. What kind of trees should investors look for anyway? How to follow branches to find investment opportunities.
Extinction
What does paleontology say about digging for investments? How long does it take businesses to go extinct, anyway? How to find opportunities parsing dying companies from thriving ones.
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.
Origin Story
What came first: the product or the customer? Where do customers come from anyway? How businesses organize and how that can deliver value to investors.
A Tail of Two Companies
Is it the best of times? Is it the worst of times? How Dickens might look at analyzing a cash-registers-to-calling-cards venture.