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 & Webcasts
Other Links
The Story Begins (1)
Modeling, Story Telling and Investing (6/14)
Numbers and Narratives, CFA Webcast (2014)
Podcast on Numbers and Narratives
The Allure of the Story (2)
Runaway Stories: The Cautionary Tale of Theranos (11/15)
The Theranos Story (11/15)
Story Mechanics (3)
The Allure of Numbers (4)
Playing Moneyball: Data, Information & my 2012 Update (1/12)
The Dark Side of Numbers (1/13)
Playing Moneyball (5)
No light at the end of the tunnel (5/15)
Divergence in the Drug Business (11/15)
The Ride Sharing Business (10/15)
The Changing Drug Business (11/15)
The Ride Sharing Business (10/15)