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
Corporate Life Cycle (14)
Rebirth & Reincarnation: Escaping the Corporate Death Spiral (9/13)
Aging in Dog Years: The Short, Glorious Life of a Successful Tech Company (12/15)
The Compressed Tech Life Cycle (12/15)
The Short, Glorious Life of a Successful Tech Company (12/15)
The Compressed Tech Life Cycle (12/15)
Corporate Life Cycle: CFA Keynote (1/16)
Shifting Focus (15)
The Walking Dead: Yahoo, Blackberry & the Zombies (12/14)
The Yahoo Chronicles: Is this the end game? (12/15)
The Yahoo End Game (12/15)
To be continued (16)
Investing and Valuation Lessons from the Renaissance (8/16)
Lessons from the Renaissance (8/16)