The Universe of Form ADV
A comprehensive data analysis of 56,000+ SEC-registered investment advisers — their assets, disclosures, institutional holdings, and the firms that shape American finance.
Field Notes
Telemetry readouts from the race. Thoughts on finance, technology, and engineering.
LATEST TRANSMISSION
The Universe of Form ADV
A comprehensive data analysis of 56,000+ SEC-registered investment advisers — their assets, disclosures, institutional holdings, and the firms that shape American finance.
TOPIC TOPOLOGY
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FINANCE
The Smaller Company: Inside GameStop's $55.5 Billion Bid for eBay
How a 41-year-old mall retailer with a $9 billion cash pile and a meme stock following decided to take over a 30-year-old auction house worth four times as much. Full histories of both companies, the May 2026 offer letter, and the math nobody can quite agree on.
Last Stop: How America Tore Up 50,000 Miles of Streetcar Track for $5,001
The rise, fall, and afterlife of the American streetcar — from Frank Sprague's 1888 demo in Richmond to a $5,000 fine that helped reshape a continent. With a side-by-side look at why Zurich, Munich and Melbourne kept their tracks while we paved over ours.
The Money Lines: Inside Twelve Sports' 2025 Cash Flows
Twelve sports. Roughly ninety billion dollars in distributable revenue. We trace every flow from broadcasters to players across seven global competitions and the five major US leagues.
BOOKS
Going Infinite
A strange and revealing portrait of ambition, rationalization, and collapse in one of the most chaotic stories in modern finance.
Liar's Poker
A sharp, funny, and deeply revealing look at Wall Street culture before it learned how to disguise itself better.
Elon Musk
A biography that captures extraordinary drive, systems ambition, and the destructive edge that can ride alongside them.
The Heart of Business
A leadership book that argues human dignity, cultural repair, and commercial performance do not have to live in separate worlds.
CRICKET
Four wickets and a chase: Blazehawks vs Go Leopards
A March 28, 2026 league match at Waverly where four wickets with the ball set it up and 44 off 24 kept the chase moving.
Five runs: TB Bengal Tigers vs Mustangs
A narrow five-run defense against Mustangs where every run mattered.
One of those days: SWAT vs Tampa Telugu Titans
A June 22, 2025 match where 54 runs and 5 wickets mattered, but the team made the day special.
78 off 47: Bengals vs TPCC
A May 18, 2025 chase at Evans Park where the innings flowed and the Bengals closed it out by 8 wickets.