I fall down bear holes like anyone else. Whether it be China / Taiwan relationships, historical valuation comparisons or anything else, it’s easy to over analyze or extrapolate something that doesn’t need to be. The ...
I love audiobooks, but Audible is sort of a pain. A subscription for credits just doesn’t make that much sense. I’m a big fan of Libby, but it’s not necessarily simple and has a limited ...
Learning from your past mistakes is the best way to learn. The beauty of having a blog is that you can revisit your thoughts at the time. Let’s revisit one of my main mistakes. The ...
Complexity can be alluring. It can seem that complexity brings potential of higher returns, tax savings, increased flexibility or even reduced risk. Unfortunately, complexity begets itself. Complexity Breeds Complexity The problem with complexity is that ...
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 ...
