Block is a great company. Multiple great businesses all tied together with plenty of future growth possibilities. Jack is tough to discuss. People see whatever they want to. Bears see a crazy CEO who doesn’t ...
Let’s make some reckless predictions. Not for any real reason, other than that they are fun. As you can see from last year, these bounce all over the place and some are terribly wrong.
I didn’t have a great investing year, I made a ton of dumb mistakes and lost a lot of money. Yet I stayed true to my strategy and didn’t panic trade in and out of ...
Every now and then you read something that shakes your bullishness. Stratechery gave me that with an end of the “Post-Cold War”. This is an amazing quote, because it’s toeing the line between making a ...
I’ve always been a bit of a Google bear. Search is clearly an amazing business and I see plenty of short term moats. The business is generally great when it turns into a verb and ...
Artificial intelligence (AI) has been all the rage lately, with advancements in machine learning and natural language processing allowing AI systems to do all sorts of impressive things. But let’s be real here: AI is ...
I’ve been fascinated by Opendoor and iBuying for awhile now. Traditional real estate needed to be disrupted in favor of something more user friendly. iBuying provided an interesting opportunity. The problem with iBuying is the ...
Elon Musk is a bit of an enigma. He’s built an empire while proving haters wrong at every corner, but also clearly is sort of an idiot. How can we explain this apparent contradiction? The ...
Netflix had been consistently out performing for 10 years.. then fell off a cliff. Is this a buying opportunity? Let’s dive in. Netflix had been on a tear. They created their own category, then continued ...
Give me a lever long enough and a fulcrum on which to place it, and I shall bankrupt everyone SBF (probably) Crypto is unravelling… fast. If you’ve been living under a crypto rock, FTX went ...
