Heroes and Xeros
I’ve been thinking about “story stocks”. In case you don’t know “story stock” is normally a term of abuse among value investors. It means companies... Read More
How to suffer loss
A friend, who has started his own litigation finance platform, https://www.axiafunder.com/ has asked me to write something about litigation finance. He’s not paying me – but... Read More
Signals in obfuscation
A reader of this blog contacted me to suggest that when I look at financial text, instead of trying to analyse stories, I could instead... Read More
Then it fell apart
“I’ve seen so much in so many places So many heartaches, so many faces” – Moby Extreme Ways Inspired by Marc Rubinstein, who I used... Read More