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Things have been changing rapidly for Spotify. This isn’t anything new, Spotify is an ever evolving company, but now is a good time to regroup and check back on the thesis. Changes At the Top ...

One of the most common mistakes I see in evaluating stocks is overly relying on the history of stock price. The market is a fickle bitch. It takes a decade for it to become a ...

Opendoor is the latest beneficiary of Wall Street Bets massively follow trading each other. I’ve been intrigued by iBuying and Opendoor for a long time. The unit economics are absolutely terrible and no company can ...

I’ve been a little slow posting, but let’s get after it with a few trades to get back into the swing of things. I’m clearly a little too bullish, but oh well!

I’ve always had a keen interest in bubbles. Something about making crazy money and then losing it all (and more) just fascinates me. Further, investors love to misunderstand bubbles. To help make sure I fully ...

The market is starting to act funny again. Bitcoin is ripping. Memecoins are back. Board members are tweeting about tendies. Shit’s getting weird. Here’s how I plan to attack this market. How to Profit from ...

Part of my job is to be perpetually negative. Sure, your financials are amazing… but your pipeline is empty. My job bleeds into my view of the market. Overall, we are in a bullish market. ...

Time is a funny thing. You don’t realize how valuable it is until you’ve run out of it. A powerful king, known for his wealth and influence, sought counsel from a wise old man in ...

I have about 20% of my net worth in cash accounts earning 5%. I’ve been working through an investing idea rut, hoping to find something worth investing in. I’d dive into a stock, but ultimately ...

I’ve hit a bit of an investing rut. Despite my portfolio performing well and my continued, steady investments, I’m sitting on too much cash. While part of this is intentional—taking advantage of a 5% risk-free ...