Let me just start by saying I dig the payments space. What’s not to love? The picks and shovels of all modern economic activity. There’s a reason Strip…
MazwoodCap
$DUFRY and $SABR
MazwoodCap
I can’t get this line from Matthew Ball out of my head. On Invest Like the Best with Patrick O’Shaughnessy from Aug 4, 2020, he says: By some reports, …
MazwoodCap
I’m not here to make predictions. That’s not my style. Although as investors, we inherently make predictions, don’t we? Isn’t that what stock picking a…
MazwoodCap
Today, we’re looking at how Etsy went from weird and scrappy marketplace in one corner of the internet into e-commerce juggernaut today.
MazwoodCap
In this week’s addition, of “what took you so long?” we’re looking at Veeva Systems. Let’s rewind the clock. It’s Friday, December 2, 2016, and I run a…
MazwoodCap
My favorite lines from “No Rules Rules: Netflix and the Culture of Reinvention.”
MazwoodCap
I wanted to take a moment and welcome a bunch of new subscribers that joined us over the last few days! In a thread sharing his “network” on Twitter, m…
MazwoodCap
$VEEV, $SE, $PTON, $PINS, $MELI, $ETSY, $BABA, $DIS, $RSG
MazwoodCap
There’s a lot of momentum in SaaS right now. For good reason. I’m down with SaaS. But I’ve been craving something else. A little diversification from N…
MazwoodCap
$TTD, $AYX, $SPOT, $ETSY
MazwoodCap
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…
MazwoodCap