About
My Story
The Book's Story
Making it your story
Chapters
Setting the stage
The story begins (1)
Allure of Stories (2)
Story Mechanics (3)
Allure of Numbers (4)
Playing Moneyball (5)
Story to Numbers
Telling a Story (6)
Testing the Story (7)
Bridge to Numbers (8)
Numbers to Value (9)
The Feedback Loop (10)
Reacting to News
Narrative Deltas (11)
News Effects (12)
Macro Stories (13)
The Rest of the Story
The Life Cycle (14)
Focus Shifts (15)
The Story Ends (16)
Companies
The Stars
Uber
Ferrari
Amazon
Alibaba
The Supporting Cast
Theranos
Apple
Facebook
Vale
Valeant
Material
My Writing
My Videos
My Data
My Tools
Chapter
Blog Posts
YouTube Videos
Other Links
Narrative Deltas (11)
The Uber Roller Coaster: Narrative Tweaks, Twists and Turns (10/15)
Up, up and away: A Crowd Valuation of Uber (12/14)
Watching the Gap: Apple's long & twisted pricing journey (4/14)
Narrative Resets: Revisiting a Tech Trio (8/15)
The Uber Roller Coaster
News Effects (12)
Reacting to Earnings Reports: Narrative Adjustments and Value Effects (8/14)
Winning at a Losers' Game? The AB Inbev/SAB Miller Merger
Valeant: Check mate or stalemate? Valeant's Fall from Grade (11/15)
Valeant: Information Vaccums, Credibility and Value (5/16)
Winning at a Losers' Game
Valeant: Checkmate or Stalemate?
Valeant: Information Vaccuums & Value
Macro Stories (13)
Go where it is darkest (11/14)
No mas, no mas: The Vale Chronicles (9/15)
No mas, no mas: The Vale Chronicles
