Musings by Mazwood | MazwoodCap | Substack

#16: Don't Get Blown Up

As Canadian author Danielle LaPorte says, “You don’t need to be burned out to go on hiatus.” Where I’ve been doesn’t matter. What matters is where we’re…

Sep 14, 2022 •

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Company Deep Dive: PayPal

When PayPal spun-off from eBay in the summer of 2015, it wasn’t obvious that it would become a $350B mega-cap in six short years. At the time, Rebecca…

Jan 14, 2022 •

#15: Let's Start the Year Off Right

Happy New Year and welcome back. It’s been some time. I listened to fellow Substacker, Thomas J Bevan, on Jim O’Shaughnessy’s Inifinite Loops podcast…

Jan 7, 2022 •

#14: Earnings Continued, Flow State, Coinbase, Housel & Sequoia's 2005 Investment Memo on YouTube

$TTD $PYPL $COIN $U

Nov 12, 2021 •

#13: Earnings, Earnings & Earnings

$FB $SNAP $TWLO $TDOC $V $SHOP $AMZN

Oct 29, 2021 •

#12: On Finding Joy in Selling Losers

$SBUX $SPOT $JD $STNE $DIS $PINS $TWTR $TCEHY $BABA $NTDOY

Oct 22, 2021 •

Mazwood Memo #11

$CSU.TO $TOI.V $AMZN $FB $SHOP $SQ $ADYEY $MELI $TWLO $COIN $ROKU $TTD $ETSY $PTON

Oct 1, 2021 •

Mazwood Memo #10

$COIN $OKTA $PTON $TWLO $ROKU $AMZN $SPY $ETH

Sep 24, 2021 •

Musings by Mazwood

Musings by Mazwood

Musings on business, technology and the markets... with portfolio updates, company deep dives, and more.

Musings by Mazwood

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