Zoom: After the Boom Comes the Boom?
Zoom has been on an otherworldly tear. Some might say Zoom was just in the right place at the right time, but I would argue they put themselves in that place, then took full advantage. ...
Month: November 2020
Airbnb: Indebted, Liable and My Kind of Stock
Airbnb recently released their S1 in preparation of their upcoming IPO. I jumped to risk factors and Airbnb definitely carries risk. Here are a few (of many): Our revenue growth rate has slowed, and we ...
Cheap Dopamine: Can’t Stop, Won’t Stop
Cheap dopamine is that little notification, the constantly refreshing newsfeed, the bad news porn, the winning bet. It’s addictive stimulation and instant gratification. It’s becoming easier and easier to get cheap dopamine. The reality is ...
Market Hormesis: Stay Chill
Since I learned what hormesis was, I’ve been fascinated with the idea. Hormesis is a beneficial biological effect comes from exposure to low doses of an agent that is toxic at higher doses. A basic ...
Marketplaces and Moats
I’m invested heavily in marketplaces ($AMZN, $ETSY, $FB, $SE, maaaybe $Z), which has led me to think heavily around how marketplaces work. Marketplaces are relatively simple: Marketplaces are two sided (buyers and sellers) Marketplaces connect ...
October Month End Review
October was a big month for Bitcoin and a bad month for stocks. Overall, this led to a flat month for me. I feel good on my portfolio. Buys: $AMZN, $PTON, $ZM, $SE, $SHOP, $DKNG ...