$TTD, $AYX, $SPOT, $ETSY
The third quarter of 2020 is in the books. And this just in… 2020 still not great! In this quarterly review, here’s what we’ll cover and what you can e…
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My favorite lines from “The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness.”
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MercadoLibre has been one of those names that’s been on my watchlist for a few months. I’ve been watching it go up, without knowing too much about it. …
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The Story and Launch of DiscoverSubstacks.com
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I hope you’ll join me for the following experiment. Inspired by James Andrew Miller’s work and a host of other oral histories, I thought it would be fu…
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Let’s talk about $OKTA. I certainly knew the name when it went public. Then it got passed around again a year later in 2018 when Ben Thompson interview…
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$CRNC, $ATVI, $DIS, $LVGO...
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