Behavioral Value Investor

Behavioral Value Investor

June 2026

How a 100+ Bagger Went Bankrupt: The Story of Sleep Number
Sleep Number survived one near-death experience, became a 750x winner, then borrowed heavily to buy back stock near the peak. The bill came due.
 • Gary Mishuris, CFA
10-Minute Investment Autopsy No. 21: Hain Celestial (HAIN)
Turnarounds are always hard, but especially in the face of secular headwinds.
 • Gary Mishuris, CFA
10-Minute Investment Autopsy No. 20: Sleep Number (SNBR)
When innovation isn’t enough.
 • Gary Mishuris, CFA
AI for Serious Investors #3: Company Overview Deck Claude Skill
A free Claude Skill that works right from the web to produce a structured overview deck for a company (and it works surprisingly well)
 • Gary Mishuris, CFA
10-Minute Investment Autopsy No. 19: Lexmark (LXK)
The stock was the cheapest it had ever been. It still had 44% further to fall.
 • Gary Mishuris, CFA
The 7 Questions That Changed My Investing
After 25 years of investing, these are the questions that help me avoid the good-enough ideas I used to talk myself into.
 • Gary Mishuris, CFA
10-Minute Investment Autopsy No. 18: Sprint (S)
A telecom giant that illustrated the perils of a messy mega-merger
 • Gary Mishuris, CFA
AI for Serious Investors #2: Three Skills That Will Improve Your Research
3 Claude Skills I built to speed up research: competitors, proxy incentives, and forensic accounting analysis.
 • Gary Mishuris, CFA

May 2026

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