$TTD, $AYX, $SPOT, $ETSY
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The third quarter of 2020 is in the books. And this just in… 2020 still not great! In this quarterly review, here’s what we’ll cover and what you can e…
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My favorite lines from “The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness.”
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MercadoLibre has been one of those names that’s been on my watchlist for a few months. I’ve been watching it go up, without knowing too much about it. …
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The Story and Launch of DiscoverSubstacks.com
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I hope you’ll join me for the following experiment. Inspired by James Andrew Miller’s work and a host of other oral histories, I thought it would be fu…
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Let’s talk about $OKTA. I certainly knew the name when it went public. Then it got passed around again a year later in 2018 when Ben Thompson interview…
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$CRNC, $ATVI, $DIS, $LVGO...
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$TWLO, $OKTA, $SE, $SNAP...
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I need to calm down. My enthusiasm for $SNAP has been ignited. As Renée Elise Goldsberry reminds us in Satisfied, let's "Rewind, Rewind"... Last month…
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The days are long and the weeks are… also long? Let’s get into it. New Positions: $SNAP I’ve been eyeing Snap for a few weeks now. (I’ve got a longer d…
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