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

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

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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