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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…
MazwoodCap
Jan 14
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Company Deep Dive: PayPal
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#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…
MazwoodCap
Jan 7
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#15: Let's Start the Year Off Right
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#14: Earnings Continued, Flow State, Coinbase, Housel & Sequoia's 2005 Investment Memo on YouTube
$TTD $PYPL $COIN $U
MazwoodCap
Nov 12, 2021
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#14: Earnings Continued, Flow State, Coinbase, Housel & Sequoia's 2005 Investment Memo on YouTube
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#13: Earnings, Earnings & Earnings
$FB $SNAP $TWLO $TDOC $V $SHOP $AMZN
MazwoodCap
Oct 29, 2021
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#13: Earnings, Earnings & Earnings
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#12: On Finding Joy in Selling Losers
$SBUX $SPOT $JD $STNE $DIS $PINS $TWTR $TCEHY $BABA $NTDOY
MazwoodCap
Oct 22, 2021
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#12: On Finding Joy in Selling Losers
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Mazwood Memo #11
$CSU.TO $TOI.V $AMZN $FB $SHOP $SQ $ADYEY $MELI $TWLO $COIN $ROKU $TTD $ETSY $PTON
MazwoodCap
Oct 1, 2021
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Mazwood Memo #11
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Mazwood Memo #10
$COIN $OKTA $PTON $TWLO $ROKU $AMZN $SPY $ETH
MazwoodCap
Sep 24, 2021
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Mazwood Memo #10
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Mazwood Memo #9
$AMZN $NFLX $COIN $TWLO $CMG $SBUX $WING
MazwoodCap
Sep 17, 2021
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Mazwood Memo #9
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Mazwood Memo #8
Let's talk used cars! $KMX $CVNA $VRM $AN
MazwoodCap
Sep 10, 2021
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Mazwood Memo #8
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Mazwood Memo #7
$STNE $OKTA $VEEV $SPOT $MTCH $AMZN $ROKU
MazwoodCap
Sep 3, 2021
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Mazwood Memo #7
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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…
MazwoodCap
Aug 27, 2021
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Company Deep Dive: DigitalOcean
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Mazwood Memo #6
$ARKK $FB $PTON $SE $AMZN $ADYEN $ADYEY $TWLO
MazwoodCap
Aug 20, 2021
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Mazwood Memo #6
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