Musings by Mazwood
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
#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
•
MazwoodCap
7
Share this post
#16: Don't Get Blown Up
mazwoodcap.substack.com
Copy link
Facebook
Email
Note
Other
4
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
•
MazwoodCap
8
Share this post
Company Deep Dive: PayPal
mazwoodcap.substack.com
Copy link
Facebook
Email
Note
Other
3
#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
•
MazwoodCap
8
Share this post
#15: Let's Start the Year Off Right
mazwoodcap.substack.com
Copy link
Facebook
Email
Note
Other
5
November 2021
#14: Earnings Continued, Flow State, Coinbase, Housel & Sequoia's 2005 Investment Memo on YouTube
$TTD $PYPL $COIN $U
Nov 12, 2021
•
MazwoodCap
3
Share this post
#14: Earnings Continued, Flow State, Coinbase, Housel & Sequoia's 2005 Investment Memo on YouTube
mazwoodcap.substack.com
Copy link
Facebook
Email
Note
Other
2
October 2021
#13: Earnings, Earnings & Earnings
$FB $SNAP $TWLO $TDOC $V $SHOP $AMZN
Oct 29, 2021
•
MazwoodCap
2
Share this post
#13: Earnings, Earnings & Earnings
mazwoodcap.substack.com
Copy link
Facebook
Email
Note
Other
#12: On Finding Joy in Selling Losers
$SBUX $SPOT $JD $STNE $DIS $PINS $TWTR $TCEHY $BABA $NTDOY
Oct 22, 2021
•
MazwoodCap
5
Share this post
#12: On Finding Joy in Selling Losers
mazwoodcap.substack.com
Copy link
Facebook
Email
Note
Other
5
Mazwood Memo #11
$CSU.TO $TOI.V $AMZN $FB $SHOP $SQ $ADYEY $MELI $TWLO $COIN $ROKU $TTD $ETSY $PTON
Oct 1, 2021
•
MazwoodCap
2
Share this post
Mazwood Memo #11
mazwoodcap.substack.com
Copy link
Facebook
Email
Note
Other
4
September 2021
Mazwood Memo #10
$COIN $OKTA $PTON $TWLO $ROKU $AMZN $SPY $ETH
Sep 24, 2021
•
MazwoodCap
Share this post
Mazwood Memo #10
mazwoodcap.substack.com
Copy link
Facebook
Email
Note
Other
Mazwood Memo #9
$AMZN $NFLX $COIN $TWLO $CMG $SBUX $WING
Sep 17, 2021
•
MazwoodCap
3
Share this post
Mazwood Memo #9
mazwoodcap.substack.com
Copy link
Facebook
Email
Note
Other
2
Mazwood Memo #8
Let's talk used cars! $KMX $CVNA $VRM $AN
Sep 10, 2021
•
MazwoodCap
1
Share this post
Mazwood Memo #8
mazwoodcap.substack.com
Copy link
Facebook
Email
Note
Other
Mazwood Memo #7
$STNE $OKTA $VEEV $SPOT $MTCH $AMZN $ROKU
Sep 3, 2021
•
MazwoodCap
5
Share this post
Mazwood Memo #7
mazwoodcap.substack.com
Copy link
Facebook
Email
Note
Other
6
August 2021
Company Deep Dive: DigitalOcean
No Memo this week! Instead, I’m excited to present my first Deep Dive of the summer. My last one, published in May, was on Dutch payments company…
Aug 27, 2021
•
MazwoodCap
10
Share this post
Company Deep Dive: DigitalOcean
mazwoodcap.substack.com
Copy link
Facebook
Email
Note
Other
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts