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I’ve always been a bit of a Google bear. Search is clearly an amazing business and I see plenty of short term moats. The business is generally great when it turns into a verb and ...

Artificial intelligence (AI) has been all the rage lately, with advancements in machine learning and natural language processing allowing AI systems to do all sorts of impressive things. But let’s be real here: AI is ...

I’ve been fascinated by Opendoor and iBuying for awhile now. Traditional real estate needed to be disrupted in favor of something more user friendly. iBuying provided an interesting opportunity. The problem with iBuying is the ...

Elon Musk is a bit of an enigma. He’s built an empire while proving haters wrong at every corner, but also clearly is sort of an idiot. How can we explain this apparent contradiction? The ...

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 ...

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 ...

“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 ...

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 ...

It’s not every day I want to be dead. Well not really dead, but invest like I’m dead because… A study by Fidelity showed that the best performing investors happened to be dead… It’s a ...

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 ...