Silly Season is Here: Here’s How to Profit

The market is starting to act funny again. Bitcoin is ripping. Memecoins are back. Board members are tweeting about tendies. Shit’s getting weird. Here’s how I plan to attack this market. How to Profit from ...

Bear Market Regrets and Reminders

Part of my job is to be perpetually negative. Sure, your financials are amazing… but your pipeline is empty. My job bleeds into my view of the market. Overall, we are in a bullish market. ...

An Investing Idea Rut

I’ve hit a bit of an investing rut. Despite my portfolio performing well and my continued, steady investments, I’m sitting on too much cash. While part of this is intentional—taking advantage of a 5% risk-free ...

What’s the Catalyst? Hope.

It’s amazing how many investment thesis fall apart with a simple question. What’s the catalyst? Why now? When you pull the answer back, it often comes back to hope. They hope the valuation will rise. ...

Netflix: The New Cultural Zeitgeist

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. ...