What 22 Investment Post-Mortems Taught Me
Autopsy Season 1 is complete. The patterns that repeated across the failures (and successes), and the process improvements they demand.
Behavioral Value Investor
Helping serious long-term investors improve using mental models + case studies from Value Investing and Behavioral Finance.
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10-Minute Investment Autopsy No. 22: DXC Technology (DXC)
A 13% free cash flow yield and a CEO with a great track record. The stock still lost 86% of its value
How a 100+ Bagger Went Bankrupt: The Story of Sleep Number
Sleep Number survived one near-death experience, became a 750x winner, then borrowed heavily to buy back stock near the peak. The bill came due.
10-Minute Investment Autopsy No. 21: Hain Celestial (HAIN)
Turnarounds are always hard, but especially in the face of secular headwinds.
10-Minute Investment Autopsy No. 20: Sleep Number (SNBR)
When innovation isn’t enough.
AI for Serious Investors #3: Company Overview Deck Claude Skill
A free Claude Skill that works right from the web to produce a structured overview deck for a company (and it works surprisingly well)
10-Minute Investment Autopsy No. 19: Lexmark (LXK)
The stock was the cheapest it had ever been. It still had 44% further to fall.
The 7 Questions That Changed My Investing
After 25 years of investing, these are the questions that help me avoid the good-enough ideas I used to talk myself into.
10-Minute Investment Autopsy No. 18: Sprint (S)
A telecom giant that illustrated the perils of a messy mega-merger
AI for Serious Investors #2: Three Skills That Will Improve Your Research
3 Claude Skills I built to speed up research: competitors, proxy incentives, and forensic accounting analysis.
10-Minute Investment Autopsy No. 17: TJX Companies (TJX)
A boring retailer that quietly beat the market darlings
10-Minute Investment Autopsy No. 16: Blockbuster
Cheap + bad still equals bad
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10-Minute Investment Autopsy No. 15: McKesson
When a simple thesis on a few key levers is enough.
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10-Minute Investment Autopsy No. 14: Bed Bath & Beyond
It worked! Or did it?
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You pick the stocks. I run them through the PULSE framework on video every Monday.
10-Minute Investment Autopsy No. 13: Gartner
The evidence was already there. No prediction required.
The 5 Sources of Investing Edge That Matter
You have heard the usual framing that investing edge is informational, analytical or behavioral. True, but the framework I am about to share with you is much more useful.
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You pick the stocks. I run them through the PULSE framework on video every Monday.