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.
The Accountant 2
Was 2016’s The Accountant the best accounting/action film crossover? Was it the only one? Do blockbusters have anything helpful to say about how to look at companies? How to find useful investing tools for questions that aren’t obvious.
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.
Olé
Does everyone win in a bull fight? What do bull fights and bull markets have in common? How to avoid losing in a bull market.
Well Mixed
Do cocktails and investing mix? What does a balanced drink tell us about the semiconductor business? How to evaluate a subtle, well-balanced memory company.
Stadium Seating
What do stadium restrooms tell us about investing? How did the move to indoor plumbing highlight opportunity? Finding investing chances in a digital paper chain.
Shell Game
What happens when rules change and investors don’t notice? What happens when investors screw up? How to take advantage of indifference and mistakes to find good opportunities.