Why category leading brick and mortar retailers are likely the biggest long term Covid…

October 18, 2020

Investing Mistakes, Chapter 1001

August 14, 2020

Risk/reward in the stock market: Three Body Problems and Hic Sunt Leones.

June 11, 2020

Scale and Loyalty are more important online than offline, which drives much of the “winner take…

May 10, 2020

Investing Book List

May 02, 2020

Software contracts, first-lien debt and the reality that no revenue is truly recurring.

March 22, 2020

Viruses, Recessions, Imagination and “the End of the Beginning.”

March 19, 2020

We are in a severe recession. What now for both companies and investors?

March 16, 2020

Thoughts on navigating a bear market.

March 12, 2020

Investing and “The Name of the Rose”

January 01, 2020