One of the major takeaways from Spotify’s investor day was that the music business in a better spot financially than most people thought. The problem is that means that podcasts were in a worse spot… ...
Zuck’s metaverse bet is built on the premise that the metaverse will take presence to the next level. “We basically believe that the metaverse is going to be the successor of themobile Internet, that it’s ...
All-weather funds typically invest in a diversified portfolio of assets and aim to provide consistent returns regardless of market conditions. The main components of an all-weather fund include: The specific mix of these components can ...
It’s been quite the ride for Peloton. From a high flying COVID stock to a bankruptcy risk. In the shareholder letter, Barry laid out some of the dramatic changes that he’s led so far and ...
We live in a time of great unknown. After decades of declining interest rates, we’ve seen interest rates hiking faster than ever before bringing chaos to the markets. This has brought huge levels of unknown ...
Financial Twitter feels like Fed Twitter these days. Everyone is blaming interest rates for the market’s swings right now. I don’t think they are necessarily wrong, but it is a gross oversimplification. Everyone is putting ...
Block is a great company. Multiple great businesses all tied together with plenty of future growth possibilities. Jack is tough to discuss. People see whatever they want to. Bears see a crazy CEO who doesn’t ...
Let’s make some reckless predictions. Not for any real reason, other than that they are fun. As you can see from last year, these bounce all over the place and some are terribly wrong.
I didn’t have a great investing year, I made a ton of dumb mistakes and lost a lot of money. Yet I stayed true to my strategy and didn’t panic trade in and out of ...
Every now and then you read something that shakes your bullishness. Stratechery gave me that with an end of the “Post-Cold War”. This is an amazing quote, because it’s toeing the line between making a ...
