The Milwaukee Bucks: Ergo(dicity) Fire Bud
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 ...
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 ...
Breaking the Banks: Is Danger Ahead?
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: 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. ...
The Podcastrophe: How Big is the Podcast Problem?
One of the major takeaways from Spotify’s investor day was that the music business in a better spot financially than most people thought. The problem is that means that podcasts were in a worse spot… ...
Is Sydney a Bigger Problem for Meta than Microsoft?
Zuck’s metaverse bet is built on the premise that the metaverse will take presence to the next level. “We basically believe that the metaverse is going to be the successor of themobile Internet, that it’s ...
What Makes Up an All Weather Fund?
All-weather funds typically invest in a diversified portfolio of assets and aim to provide consistent returns regardless of market conditions. The main components of an all-weather fund include: The specific mix of these components can ...
Peloton: Not Dead Yet
It’s been quite the ride for Peloton. From a high flying COVID stock to a bankruptcy risk. In the shareholder letter, Barry laid out some of the dramatic changes that he’s led so far and ...
Why All Weather?
We live in a time of great unknown. After decades of declining interest rates, we’ve seen interest rates hiking faster than ever before bringing chaos to the markets. This has brought huge levels of unknown ...
Investing is Funny
Financial Twitter feels like Fed Twitter these days. Everyone is blaming interest rates for the market’s swings right now. I don’t think they are necessarily wrong, but it is a gross oversimplification. Everyone is putting ...