Archive - Musings by Mazwood

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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

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

$TTD $PYPL $COIN $U

Nov 12, 2021

$FB $SNAP $TWLO $TDOC $V $SHOP $AMZN

Oct 29, 2021

$SBUX $SPOT $JD $STNE $DIS $PINS $TWTR $TCEHY $BABA $NTDOY

Oct 22, 2021

$CSU.TO $TOI.V $AMZN $FB $SHOP $SQ $ADYEY $MELI $TWLO $COIN $ROKU $TTD $ETSY $PTON

Oct 1, 2021

$COIN $OKTA $PTON $TWLO $ROKU $AMZN $SPY $ETH

Sep 24, 2021

$AMZN $NFLX $COIN $TWLO $CMG $SBUX $WING

Sep 17, 2021

Let's talk used cars! $KMX $CVNA $VRM $AN

Sep 10, 2021

$STNE $OKTA $VEEV $SPOT $MTCH $AMZN $ROKU

Sep 3, 2021

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

$ARKK $FB $PTON $SE $AMZN $ADYEN $ADYEY $TWLO

Aug 20, 2021

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