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My portfolio returned >200% in 2020. Below is a chart of the the market cap of all my holdings at the start of 2020. As you can see, I didn’t get these insane returns with ...

Spotify is paying millions of dollars to bring the biggest podcast stars exclusively to Spotify. From the Joe Rogan Experience to Call Her Daddy, Spotify has spent millions of dollars on licensing deals. Yet, O&E ...

Blood was in the water, but I was buying. The market was tanking in March 2020 and due to a bonus from work, I was flush with cash. It worked beautifully… this time. The market ...

Sometimes whether you buy a stock or not comes down to one big question. Everything I’ve seen on Alibaba really comes down to how much risk you are willing to take on. I’ll focus this ...

Some of my favorite stocks are found out of confusion. I have assumptions in my head, that slowly start to reveal themselves as not true. When I first thought about Roku as an investment opportunity, ...

The First Wave – Information The first wave of the internet was communication of information. You surfed the web, you found new things, you stumbledupon. MySpace, Craigslist, Wikipedia and so many more sites shared information ...

Amazon is my favorite company. They’ve inspired much of my investing philosophy. I recently dove into some historical information that inspired me. Here are 4 charts that show the past, present and possibly the future ...

I’m a massive Spotify bull. It’s by far my favorite investment. I plan to keep buying more of this company, but to be your best bull self you need to understand the bear cases better ...

1. The Creator Economy The stars are aligning. From NFTs to paid podcast subscriptions, new ways of monetization are popping up everywhere. It’s fun to talk about how much money the 1% will make, but ...

Just keep buying great companies at a good price. It sounds so simple, but I think this investing philosophy can beat the market. Let’s dive in and see if we can’t make some money here. ...