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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 ...

My work is on fire (thanks inflation!), a lot of the stocks I own are cratering and I’m fat. Yet, I’m thankful for all of these things. Let me explain why: My work is on ...

The curse of the modern investor is that they get lost in the moment. We live in an age of great distraction. From Twitter to TV, the distractions follow you. Preaching the long term isn’t ...

The bull case for Peloton is that is an amazing brand with huge optionality with a massive TAM. The bear case is a company that lost it’s COVID tailwinds and will never find growth again. ...

Recently I wrote about Zillow’s tough decision to enter iBuying and how Zillow was trying to disrupt themselves. Then shit hit the fan. What Went Wrong A tech company entered a capital-intensive business. Why would ...

I bought Roku for the first time today. I’ve always been interested in the company, but I try to avoid buying stocks trading at 30x sales unless the stock is flawless (see Shopify). I had ...

I just turned 30. It’s been a wild decade. I found the love of my life, went from $12 per hour to $200k+ per year, got married, bought a house, started my blog and learned ...