Raison d'être

I have started this blog to help disseminate my views on the global capital markets, and in particular, value investing, risk arbitrage, shareholder activism, and corporate governance. I feel that writing is extremely helpful for every person, in the sense that it allows one to clarify their thoughts and feelings on a topic, while giving a medium to share their views with the world. This is especially important in investing, as this endeavor requires one to think about markets, business models, competitive advantage, psychology, and a whole host of other inter-related subjects. In today's world of complexity, clarity of thought is needed in helping to guide us safely through the global capital markets. I hope this blog helps satisfy some part of that need.