It’s a blog.

It’s educational.

It’s hopefully entertaining.

It’s not investment advice.

How to think about investing.

Matthew Hennessy 7/29/25 Matthew Hennessy 7/29/25

On Your Mark

How fast do you have to run to run a business? What do track stars have to do with running a business? How to find opportunity in the race to boost safety and profits in warehouses and shipping.

Matthew Hennessy 7/15/25 Matthew Hennessy 7/15/25

Good Cop, Bad Cop

Does the Good Cop/Bad Cop routine work in markets? What happens when there’s just one cop? How to evaluate companies that run both good businesses and bad ones.

Matthew Hennessy 9/30/24 Matthew Hennessy 9/30/24

Language Arts

Is this deal so sigma? Or is it Ohio? What do the kids have to say about M&A? How to evaluate an acquisition.

Matthew Hennessy 7/9/24 Matthew Hennessy 7/9/24

Reasonable Demands

Can companies boost demand for their shares outside of just running the company? How should companies interact with the softer sides of stockholder demand? How to sort management who are stockholder’s partners from pirates.

Matthew Hennessy 5/28/24 Matthew Hennessy 5/28/24

Sneaker Trade

Why are shoes priced differently different places on the internet? Why does it matter where things sold? How to evaluate an opportunity when a company moves its listing from one place to another.