Why I’m Thankful for Being Fat
My work is on fire (thanks inflation!), a lot of the stocks I own are cratering and I’m fat. Yet, I’m thankful for all of these things. Let me explain why: My work is on ...
Month: November 2021
Change Your Timeframe, Change Your Results
The curse of the modern investor is that they get lost in the moment. We live in an age of great distraction. From Twitter to TV, the distractions follow you. Preaching the long term isn’t ...
Branded: Is Peloton Dead?
The bull case for Peloton is that is an amazing brand with huge optionality with a massive TAM. The bear case is a company that lost it’s COVID tailwinds and will never find growth again. ...
Zillow: Experiments Gone Wrong
Recently I wrote about Zillow’s tough decision to enter iBuying and how Zillow was trying to disrupt themselves. Then shit hit the fan. What Went Wrong A tech company entered a capital-intensive business. Why would ...
Roku and Spotify: Streaming the Future
I bought Roku for the first time today. I’ve always been interested in the company, but I try to avoid buying stocks trading at 30x sales unless the stock is flawless (see Shopify). I had ...