I wanted to take a moment and welcome a bunch of new subscribers that joined us over the last few days! In a thread sharing his “network” on Twitter, my friend Dhaval Kotecha had some nice things to say about us… …which led to a host of people joining our little community here!
$VEEV, $SE, $PTON, $PINS, $MELI, $ETSY, $BABA, $DIS, $RSG
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There’s a lot of momentum in SaaS right now. For good reason. I’m down with SaaS. But I’ve been craving something else. A little diversification from N…
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$TTD, $AYX, $SPOT, $ETSY
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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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