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
Telling a Story (6)
If you build it, they will come: Amazon's Field of Dreams (10/14)
Tesla: It's a story stock, but what's the story? (7/16)
Tesla: It's a story stock (7/16)
Testing the Story (7)
Possible, Plausible & Probable (7/14)
From Story to Numbers (8)
A Disruptive Car Ride to Riches (6/14)
Numbers to Value (9)
Alibaba's Coming Out Party (8/14)
Ferrari IPO: A Price Premium for the Prancing Horse? (10/15)
The Ferrari IPO: A Price Premium? (10/15)
The Feedback Loop (10)
Possible, Plausible & Probable (7/14)
If you don't look, it's not there! (5/16)
Facing up to Uncertainty: An Apple Simulation (5/16)