Press
Alpha-Generating Accounting
April 6, 2021
Refreshing Revenue, the Cash Conversion Cycle, and Free Cash Flow
GAAP sometimes misrepresents business reality. Let’s use that fact to generate some alpha.
March 6, 2021
How Alpha Hides in GAAP Accounting
The market may be a weighing machine in the long run, but it sure helps to know when someone is putting a thumb on the scale.
How Passive Works
August 2, 2020
Alpha in a Passive World
There is a tide in the affairs of capital markets, which, taken at the flood, leads on to fortune.
July 19, 2020
How US Retirement Savings Defaulted to Passive Investing
Defaults may be the most powerful force in product design.
Wealth Ownership
October 6, 2020
Note to a Newly Liquid Entrepreneur
How investments can go wrong, and how to avoid the worst mistakes.