Barnes & Noble knew Amazon was dangerous. They had a choice to make. Do they dilute their profits by competing in the low margin/high cost e-commerce business? Barnes & Noble made the decision to enter ...
The internet is evolving, yet trust is at an all time low. But don’t worry, Bitcoin is here to save the day. A Brief History Bitcoin was created by someone with the alias of Satoshi ...
I recently came across some articles speaking ill of optionality. I was triggered. Optionality is one of my favorite ideas and I see it applied everywhere, from sports to investing. Simply put, optionality is low ...
Twitter is an enigma. A company with extreme power, but middling results. Led by a quirky moonlighting CEO. I believe Twitter is strategically placed for the future, but let’s start at the beginning. History Repeats ...
Children are scared of the dark for a reason. In the dark, you can’t see what’s coming. They have a fear of the unknown. That fear is rational! You should be scared of the unknown. ...
Know what you own or it will own you. Focusing on strengths is great, but you also need to understand weaknesses. The best management teams are always actively working to improve weaknesses. Understanding weaknesses helps ...
Words are misleading. Play a game of telephone or try to recap an argument with your fiancée and you’ll quickly agree. Luckily in investing we have financials to help avoid having to play a game ...
Nothing triggers me like seeing someone going into cash because of “high valuations”. I know I shouldn’t get riled up, but I do. Most of the time people admit that they shouldn’t be trying to ...
Brevity is the soul of wit. In 20 seconds or less, I’ll try to explain why I have a position in each of these stocks. $SPOT – The premier audio company. Dominating music streaming, podcasts ...
Diamond hands have taken hold of the internet. Simply put, diamond hands-ing is holding something until it hits the moon. Diamond hands sound great. The moon sounds awesome. The problem is what the diamond hands ...
