Musings by Mazwood
Let me just start by saying I dig the payments space. What’s not to love? The picks and shovels of all modern economic activity. There’s a reason Stripe’s stated mission is “to increase the GDP of the internet.” With more emerging markets coming online, the developing world’s ri…
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$DUFRY and $SABR
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Mar 16CommentShare
I can’t get this line from Matthew Ball out of my head. On Invest Like the Best with Patrick O’Shaughnessy from Aug 4, 2020, he says: By some reports, …
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Feb 8CommentShare
I’m not here to make predictions. That’s not my style. Although as investors, we inherently make predictions, don’t we? Isn’t that what stock picking a…
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Jan 8Comment 1Share
Today, we’re looking at how Etsy went from weird and scrappy marketplace in one corner of the internet into e-commerce juggernaut today.
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Dec 18, 2020CommentShare
In this week’s addition, of “what took you so long?” we’re looking at Veeva Systems. Let’s rewind the clock. It’s Friday, December 2, 2016, and I run a…
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Dec 10, 2020Comment 2Share
My favorite lines from “No Rules Rules: Netflix and the Culture of Reinvention.”
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Nov 24, 2020CommentShare
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, m…
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Nov 18, 2020CommentShare
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Musings by Mazwood


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