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What to do about Danaher...
A quick thought exercise on, well, what to do about Danaher.
Mar 28
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MazwoodCap
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What to do about Danaher...
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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
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#16: Don't Get Blown Up
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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
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Company Deep Dive: PayPal
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#15: Let's Start the Year Off Right
Happy New Year and welcome back.
Jan 7, 2022
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#15: Let's Start the Year Off Right
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November 2021
#14: Earnings Continued, Flow State, Coinbase, Housel & Sequoia's 2005 Investment Memo on YouTube
$TTD $PYPL $COIN $U
Nov 12, 2021
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MazwoodCap
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#14: Earnings Continued, Flow State, Coinbase, Housel & Sequoia's 2005 Investment Memo on YouTube
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October 2021
#13: Earnings, Earnings & Earnings
$FB $SNAP $TWLO $TDOC $V $SHOP $AMZN
Oct 29, 2021
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#13: Earnings, Earnings & Earnings
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#12: On Finding Joy in Selling Losers
$SBUX $SPOT $JD $STNE $DIS $PINS $TWTR $TCEHY $BABA $NTDOY
Oct 22, 2021
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#12: On Finding Joy in Selling Losers
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Mazwood Memo #11
$CSU.TO $TOI.V $AMZN $FB $SHOP $SQ $ADYEY $MELI $TWLO $COIN $ROKU $TTD $ETSY $PTON
Oct 1, 2021
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Mazwood Memo #11
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September 2021
Mazwood Memo #10
$COIN $OKTA $PTON $TWLO $ROKU $AMZN $SPY $ETH
Sep 24, 2021
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Mazwood Memo #10
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Mazwood Memo #9
$AMZN $NFLX $COIN $TWLO $CMG $SBUX $WING
Sep 17, 2021
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Mazwood Memo #9
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Mazwood Memo #8
Let's talk used cars! $KMX $CVNA $VRM $AN
Sep 10, 2021
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Mazwood Memo #8
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Mazwood Memo #7
$STNE $OKTA $VEEV $SPOT $MTCH $AMZN $ROKU
Sep 3, 2021
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MazwoodCap
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Mazwood Memo #7
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