Research Topics
Capital Structure Engineering

Tactics which affect capital structure arithmetic can have a large impact on share price. But the use of tactics like share buybacks, hidden leverage and sequenced expansion spending are almost always missed by the sell side.

Securities law

These are my personal notes on various issues relating to securities law including SEC filings, enforcement issues and more. I am not a lawyer.

Med devices, drugs, FDA regulation

Investment and regulatory issues relating to biotech and med device stocks.

Short selling in focus

Going short is not the opposite of going long. Being short is far riskier and more complicated than most people realize. Here are some examples and explanations.

Behavioral Finance

Even some of the smartest investors on Wall Street keep repeating the same costly investment mistakes without ever realizing it. Note: More of these descriptions will continue to be added over time.

Capital Structure Engineering
Featured Research
Securities Law
Med devices, drugs, FDA regulation
Featured Research
Short Selling in Focus
Behavioral Finance
Anchoring bias
December 11, 2018
Behavioral Finance
Herd behavior
December 11, 2018
Behavioral Finance
Confirmation bias
December 9, 2018
Capital Structure Engineering
Capital Structure Engineering