Bad Ideas: Roku Enters Gaming

I think Roku should enter the gaming market. Let’s dive into the pros/cons of what this would mean. Why Gaming? If Roku can prove out their business model (hard ware at or below cost, then ...

The Mental Model You Need: Bayesian Thinking

I’ve been increasingly seeing people being prisoners of the moment. Whatever is happening now is the truth. A great example of this is the NBA playoffs right now. After 3 games of the Eastern Conference ...

Peacock’s Quest to Burn Cash

I’m a huge fan of investing in yourself. Whether it be personal or a company, the benefits of compounding can lead to huge returns. However, every now and then some companies in a sign of ...

The Opportunity Cost of Thoughts

I saw a new idea on Twitter the other day. Thinking cost is the idea that you can only think about one idea at a time, which creates a high opportunity cost. You have limited ...

Investment Idea – Liberty SiriusXM Group

Liberty SiriusXM Group is a holding company that holds primarily SiriusXM (Sirius, Pandora, Stitcher, etc…) and some LiveNation (concerts, Ticketmaster, etc…). I heard this as a bull case on the Meb Faber podcast and thought ...

Spotify: From Netflix to Youtube

Spotify just had their Stream On event, which gave more insight into Spotify’s vision of the future. In short, that vision is to be less like the audio version of Netflix and instead be Youtube. ...