Insights
The thinking behind the work.
Cases, frameworks, and arguments from a practice built on reading documents nobody else read carefully. Posted when there's something worth saying.
The penguins and the herring.
Why most bankruptcy lawyers want the hearing, not the outcome — and what changes when someone in the room wants the outcome.
Read the postThe playbook in the playbook.
What it's like to find your opponents' literal written plan — and what to do with it.
Coming soonThirty-five days in Delaware.
When the industry says it takes ninety, and the work itself argues otherwise.
Coming soonWhy I land on valuation.
An attempt at explaining an instinct that doesn't entirely explain itself.
Coming soonThe restricted investment covenant.
The Standard Pacific deal, and what it taught me about reading the bond nobody else read carefully.
Coming soonWhy subscription businesses fail in slow motion.
The working capital trap that catches good companies long before the bad quarter shows up.
Coming soonA Closing Note
New writing arrives when there's something worth saying.
Usually after a case closes, sometimes when one is unfolding.
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