Musings by Mazwood

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What to do about Danaher...
A quick thought exercise on, well, what to do about Danaher.
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#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…
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MazwoodCap
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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…
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MazwoodCap
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#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…
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#14: Earnings Continued, Flow State, Coinbase, Housel & Sequoia's 2005 Investment Memo on YouTube
$TTD $PYPL $COIN $U
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#13: Earnings, Earnings & Earnings
$FB $SNAP $TWLO $TDOC $V $SHOP $AMZN
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#12: On Finding Joy in Selling Losers
$SBUX $SPOT $JD $STNE $DIS $PINS $TWTR $TCEHY $BABA $NTDOY
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Mazwood Memo #11
$CSU.TO $TOI.V $AMZN $FB $SHOP $SQ $ADYEY $MELI $TWLO $COIN $ROKU $TTD $ETSY $PTON
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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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