Blind, Deaf and Dumb: On Going to Cash
Nothing triggers me like seeing someone going into cash because of “high valuations”. I know I shouldn’t get riled up, but I do. Most of the time people admit that they shouldn’t be trying to ...
Month: February 2021
Elevator Pitchin’ All My Stocks
Brevity is the soul of wit. In 20 seconds or less, I’ll try to explain why I have a position in each of these stocks. $SPOT – The premier audio company. Dominating music streaming, podcasts ...
Diamond Hands: Turning Trash Into Treasure?
Diamond hands have taken hold of the internet. Simply put, diamond hands-ing is holding something until it hits the moon. Diamond hands sound great. The moon sounds awesome. The problem is what the diamond hands ...
Found Not Lost: On the Importance of Founders
Jeff Bezos is stepping aside as CEO of Amazon. Bezos built Amazon into everything it is. He built the culture. If I were having a CEO draft, he would be my first pick. I primarily ...
Spotify: Breaking the Sound Barrier
Sometimes the best investments are hidden in plain sight. Spotify is everywhere at this point. Concerns around margins have dragged the stock down, but low margins are just a part of an impressive story. The ...