1. I will try to put down my thoughts and reactions to the news of the day, with an emphasis on how the news fits into my big picture view of corporate finance and valuation.
2. I will t follow some central themes in finance - equity risk premiums, the measurement of risk - and provide regular updates on interesting research in the area and how my thinking is evolving on the topic.
3. Once in a while, I will highlight a company that I am valuing and ask for your thoughts on the valuation.
I hope you will enjoy my ranting.