A Changing World: Trust and Education

 Airbnb disrupted the hotel business. Uber disrupted the taxi business. The beauty of these companies is that they did this all with minimal capital investment. Airbnb and Uber didn’t own the rental properties or the ...

Zillow: On the Vanguard

¬†Zillow is a different kind of investment. I don’t think they quite know what they are doing. That happens when you are on the vanguard. Zillow Offers on the surface is stupid. Volatile inventory within ...

Elevator Pitches for my Top Investments

“As simple as possible, but no simpler” – Einstein These are my elevator pitches for my investments. Short and simple because ain’t nobody got the time. $SPOT – Spotify ($28k) Revolutionized music industry, but margins ...

Investing in the Future because of the Past

 When reviewing companies with the highest market caps, you see some major commonalities. Initially, I group the top companies into two groups: tech with great financials and dopamine stocks, but the lines are blurry. The ...

My Investing Strategy

Below is a high level overview of my investing strategy. Look at marginal costs Scale is important Any companies that have a high fixed cost and  low marginal cost intrigues me Companies scale now easier ...

Boomers and the Internet

Boomers didn’t grow up on the internet. Boomers don’t understand the internet. This has led to only the obvious industries being revolutionized. Its not a coincidence that Airbnb, Uber, etc.. all started up recently. Boomers ...