Passive due diligence is a great way to ease the burden of investing. I’d consider active due diligence reading investor reports, substacks, etc… These forms of research take a long time and a lot of ...
“This hunger for freedom and an innate drive to empower consumers is also the spark of the ideas behind my philosophy of company creation and investment—what I call “power to the people.” Revolutionary companies give ...
The world has become too commoditized. By commoditization, I mean “the transformation of goods, services, ideas, nature, personal information and people into commodities or objects of trade”. Uniformity is good, but so is differentiation. I worry too ...
Which of the mega tech stocks do you think will fail? None? Do you really believe that disruption is done? That big tech is too big to fail? One of them failing is inevitable. It ...
Deja vu hit me. I had just trimmed my Square position, then it went on a massive run. I had done this before and regretted it. Yet, that didn’t stop me from repeating the same ...
Uber came out of nowhere for me. I didn’t really know how it worked until I found someone passed out drunk on the side of the road. My friend and I stopped to check on ...
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 ...
