10 Degenerate Bets

I invest 98% of my money. Buy and hold. The kind of investing that puts people to sleep. Every now and then, I let the degenerate in me out. Plus, we are in a bear ...

Spot On: Balancing Forecasts and Reality

I expected Spotify to lay out a clear path to profitability at their recent investor’s day. Wall Street has been anxious and in many ways I understand why. We are 10+ years in and Spotify ...

A Big Bite: Why Apple is Risky

A decade plus of domination has made many Apple bulls believe they are immune to risk. The below commentary on iPhone led me to this line of thought, which got pushback from a lot of ...