Fat Baby Funds

My views with Netflix have been evolving with the company. I never loved the stock in the past, it always felt like they wanted to be a content company and they were terrible at it. ...

I’m a bull, but sometimes you see things so silly that you can’t ignore them. For me, that is Celsius stock right now. Growth investors are going crazy and Celsius has been on a monster ...

I’ve got to get back to posting more, but for now I wanted to do some quick hits.

I usually miss quite a bit on these, but that is the point of crazy! Here we go.

The market is heading back to stupid levels, with stocks going on crazy runs. I’ve seen a lot of people say everyone is making the same mistakes as the last bull run, so as an ...

I’ve always had a different view of Elon than most people. You either love him or hate him. I’m sort of in the middle. My take has generally been: Elon’s a bullshitter who delivers. Given ...

Each gift has its burden. I’ve proven that I can hold assets through financial turmoil… which is a gift! Yet, it simultaneously is a burden. Knowing how to hold is a gift, knowing when to ...

I consider myself a lucky person. I’ve had multiple once in a lifetime opportunities in a short lifetime.  People misunderstand how often opportunities come by them. When they see once in a decade opportunities pass ...

I initially set out to do a deep dive on Disney, but didn’t quite realize what that meant. Disney is a monster, with an insane amount of complexity. So, I took the easy way out ...

I’ve always had a soft spot for Wendy’s. When Kobe was retiring, any road games he was playing was a circus. Yet, someone in the Bucks marketing department thought it was a good idea to ...