Month: December 2021

I love brands. They create pricing power and a moat for companies, which is an extremely powerful combination. The problem is, most of the time, the brand is priced in already. At times, the market ...

I was giving my car a tune-up yesterday. I’m not super handy with cars, but I can change spark plugs, oil, etc… I stopped by an auto parts store, picked up new spark plugs and ...

I realize I’m not right very often. In fact, I’m wrong a lot. Almost everyone is. So what if you could find a way to be right, even when you are wrong? What I’m talking ...

I’ve got a type. My favorite stocks have capitalized off the internet, tons of optionality and have reasonable valuations. Apple fit this perfectly. Apple entwined with my life and I Apple all day every day. ...

I’m a bull. Every now and then I’ll get bearish, but when I get bearish is in times of great unknown. This isn’t one of those times. Sure, we have a lot of shit happening ...

I love the idea of web3. It makes a ton of sense. The main problem is we are early. Solana is still technically in beta. Ethereum is the leader, but its gas fees are absurdly ...