Bitcoin and Trust
I’ve noticed people claiming that Bitcoin has a fatal flaw. The flaw will prevent it from being a reserve asset and ultimately lead to its downfall. The reality though, is that this isn’t a fatal ...
Amazon: Turning Weaknesses into Revenue
I bought Amazon for the first time. I’m not sure why I never bought before. If anyone asked me what my favorite stock was, I would say Spotify or Amazon. I own $30k of Spotify ...
A Changing World: Trust and Education
Airbnb disrupted the hotel business. Uber disrupted the taxi business. The beauty of these companies is that they did this all with minimal capital investment. Airbnb and Uber didn’t own the rental properties or the ...
Zillow: On the Vanguard
Zillow is a different kind of investment. I don’t think they quite know what they are doing. That happens when you are on the vanguard. Zillow Offers on the surface is stupid. Volatile inventory within ...
Elevator Pitches for my Top Investments
“As simple as possible, but no simpler” – Einstein These are my elevator pitches for my investments. Short and simple because ain’t nobody got the time. $SPOT – Spotify ($28k) Revolutionized music industry, but margins ...
Investing in the Future because of the Past
When reviewing companies with the highest market caps, you see some major commonalities. Initially, I group the top companies into two groups: tech with great financials and dopamine stocks, but the lines are blurry. The ...
My Investing Strategy
Below is a high level overview of my investing strategy. Look at marginal costs Scale is important Any companies that have a high fixed cost and low marginal cost intrigues me Companies scale now easier ...
Boomers and the Internet
Boomers didn’t grow up on the internet. Boomers don’t understand the internet. This has led to only the obvious industries being revolutionized. Its not a coincidence that Airbnb, Uber, etc.. all started up recently. Boomers ...
Twitter – I’m Torn, I’m all out of faith. Or full of faith. I’m not really sure.
I’ve owned twitter stock. I’ve sold twitter stock. It is a complicated relationship. I just can’t hang onto the stock, something always shakes me. Then, two months later I am back in. The metrics (mDau ...
5 (bad) Business Ideas
WARNING: These are very bad ideas. Don’t spend any money on them. That being said, bad ideas are good things. Bad ideas beget good ideas. I hope my stupid ideas lead someone to an actual ...