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“This isn't right. This isn't even wrong.”
― Wolfgang Pauli
“I do not mind if you think slowly, but I do object when you publish more quickly than you think.”
― Wolfgang Pauli
"I write to understand, not to persuade."
― Scuttleblurb's David Kim
"I would have written a shorter post, but I didn't have the time or skill."
― Prime Time Lion's take on a quote misattributed to Blaise Pascal
About the site
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Inspired by and striving to approach the quality of work of Scuttleblurb, Mostly Borrowed Ideas, and The 10th Man we aim to publish thoughtful, in-depth analyses (Deep Dives) of publicly-traded companies and more superficial blog posts (Shallow Dips) on companies, sectors, and business models.
Our writing should be read as an investment/research journal and not as investment advice. The reader should conduct her or his own research prior to making any investment decisions with regards to any securities discussed. The authors might hold investments in any securities discussed, and their holdings will be disclosed at the beginning of each write-up/blog post.


