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
Valuation Spreadsheets
Uber
A Disruptive Car Ride to Riches (6/14)
Possible, Plausible & Probable (7/14)
Up, up and away: A Crowd Valuation of Uber (12/14)
The Uber Roller Coaster: Narrative Tweaks, Twists and Turns (10/15)
The Ride Sharing Business: Is a bar mitzvah moment coming (8/16)
The Uber Roller Coaster (10/15)
Uber Bar Mitzvah coming? (8/16)
Uber (June 2014)
Uber (December 2014)
Uber (September 2015)
Uber (August 2016)
Ferrari
Ferrari IPO: A Price Premium for the Prancing Horse? (10/15)
The Ferrari IPO: A Price Premium? (10/15)
Ferrari: Exclusive Club (October 2015)
Ferrari: Rev-it Up (October 2015)
Amazon
If you build it, they will come: Amazon's Field of Dreams (10/14)
A Disruptive Duo: Amazon and Netflix (2/16)
A Disruptive Duo (1/16)
Amazon: Field of Dreams (October 2014)
Amazon (February 2016)
Alibaba
Alibaba's Coming Out Party (8/14)
Alibaba IPO Valuation (September 2014)