Fat Baby Funds

My too hard to understand pile is pretty big, but I don’t throw enough stocks in the too hard pile. Teladoc is an awesome company with an awesome mission, but in reality I don’t understand ...

The tides changed and Peloton was swimming naked. Or were they purposefully skinny-dipping? Let’s dive in and figure it out. Connected Fitness Products Sales dropped substantially, while costs rose substantially. Not a good combination. Let’s ...

I love wild predictions. I expect most of these will be wrong but at worst it is a fun thought exercise. Coinbase hits $700 Amazon stock hits $5,000 Opendoor continues to successfully scale business during ...

I love brands. They create pricing power and a moat for companies, which is an extremely powerful combination. The problem is, most of the time, the brand is priced in already. At times, the market ...

I was giving my car a tune-up yesterday. I’m not super handy with cars, but I can change spark plugs, oil, etc… I stopped by an auto parts store, picked up new spark plugs and ...

I realize I’m not right very often. In fact, I’m wrong a lot. Almost everyone is. So what if you could find a way to be right, even when you are wrong? What I’m talking ...

I’ve got a type. My favorite stocks have capitalized off the internet, tons of optionality and have reasonable valuations. Apple fit this perfectly. Apple entwined with my life and I Apple all day every day. ...

I’m a bull. Every now and then I’ll get bearish, but when I get bearish is in times of great unknown. This isn’t one of those times. Sure, we have a lot of shit happening ...

I love the idea of web3. It makes a ton of sense. The main problem is we are early. Solana is still technically in beta. Ethereum is the leader, but its gas fees are absurdly ...

My work is on fire (thanks inflation!), a lot of the stocks I own are cratering and I’m fat. Yet, I’m thankful for all of these things. Let me explain why: My work is on ...