It’s a blog.
It’s educational.
It’s hopefully entertaining.
It’s not investment advice.
How to think about investing.
Chips on the Table
Would companies rather play poker or blackjack? What do card games have in common with investing anyway? How to evaluate the cards a company plays against its tells.
The Hour Between Dog and Wolf
How do you tell a dog from a wolf in the dark? What about in the markets? How long does it take to turn a wolf into a dog anyway? How to find investments using uncertainty.
Something Fishy
Do sardines make good investments? What should you do if trading in a company’s shares smells fishy? How to distinguish whether a company is trading just on vibes or something real.
Stone Soup
What are the ingredients for a good special situations investment? What if investors’ palettes find those ingredients off-putting? Evaluating opportunities when shareholders have a cornucopia of reasons to sell.