The Problem with Netflix

Netflix had been consistently out performing for 10 years.. then fell off a cliff. Is this a buying opportunity? Let’s dive in. Netflix had been on a tear. They created their own category, then continued ...

The State of Crypto

Give me a lever long enough and a fulcrum on which to place it, and I shall bankrupt everyone SBF (probably) Crypto is unravelling… fast. If you’ve been living under a crypto rock, FTX went ...

The Bull Case for Meta?

“Changing my name was meant to inspire and bring youth together all around the world.” Metta World Peace or Meta the company, I’m not really sure at this point Meta has so much that you’d ...

Swimming in a Sea of Numbers

I just spent the past few weeks visiting all of our locations for my 9 to 5. We stopped at 25+ locations across 4 states. When I got back, a member of our corporate finance ...

I Can’t Hear You: Spotify and Audiobooks

Spotify recently rolled out audiobooks. The initial rollout was quiet and underwhelming. Let’s dive into where audiobooks go from here. The Problem The problem is that Spotify has excelled as a company because they made ...

Bitcoin: Religious Zealots Make For Easy Trades

Bitcoin is a different form of money. Instead of being controlled by the government, it is controlled by a combination of the internet, networks and math. Normally the government can print as much money as ...

The Parable of Growth

Growth is the holy grail for businesses. In the moment, every business chases potential for growth. Not being ready to accommodate the growth is never acceptable. However, chasing growth too far can put you into ...