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The Letter
One email a week. No noise, no tips, no predictions. Just the rules, explained.
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What's inside
01
The week's rules
Every new rule from the archive, with its takeaway.
02
One deeper breakdown
A single idea taken further than a short video allows.
03
One chart
A single drawing that makes the numbers obvious.
Example issue
Issue 003 · Sample
Why the buyer usually overpays
In an auction, the winner is the bidder with the most optimistic view of the future. That is not the same as the bidder with the most accurate one. Economists call this the winner's curse.
This week: Rule 003, a breakdown of synergy math, and a chart of what acquirers promise versus what they deliver.