Zillow: On the Vanguard

 Zillow is a different kind of investment. I don’t think they quite know what they are doing. That happens when you are on the vanguard. Zillow Offers on the surface is stupid. Volatile inventory within ...

Bitcoin: Hedging with Upside

Twitter got hacked yesterday. Major accounts (Pres. Obama, Biden, Gates, Musk, etc…) were tweeting the below. Obviously, the hackers never doubled anyone’s bitcoin, but it did bring bitcoin back to the headlines. The hackers have ...

Spotify: The Aggregation Play

Spotify revolutionized the music industry.  They led the charge to streaming and changed the music industry.  Throughout this, Spotify gained massive user growth and significant market share.   Normally, massive user growth and significant market share ...