It’s a blog.
It’s educational.
It’s hopefully entertaining.
It’s not investment advice.
How to think about investing.
S’mores
What flavors of pie do investors like? If you change the name, will they still like it? Evaluating opportunities
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.
Shorts Story
What’s the right attire for doing financial research? What’s the point of short reports anyway? How to think about “the shorts” when they take shots at your shares.
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.
A Pound of Feathers
How many feathers does it take to get a pound? How do weights and measures mix up investors? How to evaluate the different ways a company earns money.
Mechanical Turk
What do luxury bags have to show us about financial companies? How many people does it take to run a financial service company? How to stich an investment from a business built on people.
Copy Cat
How do banks make money? Could they make more doing the same things but not be a bank? How to evaluate opportunity in financial companies that aren’t banks.