Show me the incentives...

Show me the incentives...

About the Substack

Burner Account. Spend all day on Edgar. Event Driven. Reading the tea leaves.

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About Show me the incentives...

Part-time investor focused on pre-deal M&A. Inspired by Charlie Munger’s “Show me the incentives and I’ll show you the outcome,” I analyze activist, management, and board incentives to spot value-creation events early. Open to chat markets anytime!