Musings by Mazwood
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, and I always find this hard to believe, but it seems to be continually proven, 50% of nine to 12 year olds in the United States …
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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 8CommentShare
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
$VEEV, $SE, $PTON, $PINS, $MELI, $ETSY, $BABA, $DIS, $RSG
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Nov 13, 2020CommentShare
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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Oct 28, 2020Comment 2Share
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Musings by Mazwood


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