Archive - Musings by Mazwood

What to do about Danaher...

A quick thought exercise on, well, what to do about Danaher.

Mar 28 •

September 2022

#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 •

January 2022

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 •

November 2021

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

$TTD $PYPL $COIN $U

Nov 12, 2021 •

October 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 •

September 2021

Mazwood Memo #10

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

Sep 24, 2021 •

Mazwood Memo #9

$AMZN $NFLX $COIN $TWLO $CMG $SBUX $WING

Sep 17, 2021 •

Mazwood Memo #8

Let's talk used cars! $KMX $CVNA $VRM $AN

Sep 10, 2021 •

Mazwood Memo #7

$STNE $OKTA $VEEV $SPOT $MTCH $AMZN $ROKU

Sep 3, 2021 •

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