Fat Baby Funds

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 ...

I’ve been a big fan of Stratechery/Sharp Tech. One of their recent podcasts talked about how Youtube TV could be the big winner from the death of cable. The question I had when thinking this ...

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 ...

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 ...

I’m getting old. Most people hate getting old, I sort of love it. Yeah, I can’t drink like a horse any more, but I have so much more history and understanding of the world. Part ...

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 ...

Mike Budenholzer runs a beautiful motion offense. The ball moves. The math makes sense. It maximizes the numbers of points you score vs. what you give up. It all seems so logical and the regular ...

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 ...

It’s hard to tell when a scary event happens whether it is the start or the end. Are the bank runs we saw on Silicon Valley Bank and a few others the start or the ...

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. ...