Month: February 2022

The term convexity can be confusing. Convexity is based in mathematics and the technical definition will make your head spin. However, once you simplify it down to layman terms, it makes a lot more sense. ...

I’ve been thinking on my lack of a Google position lately. The more I look at it, YouTube is a monster with plenty of optionality and a dominant future. I tweeted about this recently and ...

World War 3 is here. Inflation is the highest it has been in 40 years. Interest rate hikes are coming. And on top of this, the market is still following memes and bumping shitcoins. Layer ...

You can only have so much user growth for so long. At a certain point, growth will naturally slow. It seems like Netflix is hitting that point after weak guidance. What does that mean for ...