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 ...
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 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 ...
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 ...
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 ...
The internet changed everything and it hasn’t stopped changing everything. New companies are sprouting up day after day from the aftermath of the creation of the internet. Over the past 15 years, many companies greatly ...
Twitter got hacked yesterday. Major accounts (Pres. Obama, Biden, Gates, Musk, etc…) were tweeting the below. Obviously, the hackers never doubled anyone’s bitcoin, but it did bring bitcoin back to the headlines. The hackers have ...
Spotify revolutionized the music industry. They led the charge to streaming and changed the music industry. Throughout this, Spotify gained massive user growth and significant market share. Normally, massive user growth and significant market share ...
I’m not saying these will happen, but I do think the below predictions are more likely to happen than people believe. Where you see a gap between what you believe versus the market, its an ...
COVID-19 accelerated everything that was happening at scale. E-commerce sales have grown steadily over the past 10 years, but growth over the next year, more growth will come. The growth that took 10 years now ...
