Musings by Mazwood
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$TTD, $AYX, $SPOT, $ETSY
MazwoodCap
Oct 9 3
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
Oct 1
My favorite lines from “The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness.”
MazwoodCap
Sep 21
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. …
MazwoodCap
Sep 16
The Story and Launch of DiscoverSubstacks.com
MazwoodCap
Sep 3 1
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…
MazwoodCap
Aug 25
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…
MazwoodCap
Aug 19
$CRNC, $ATVI, $DIS, $LVGO...
MazwoodCap
Aug 7
$TWLO, $OKTA, $SE, $SNAP...
MazwoodCap
Jul 17
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…
MazwoodCap
Jul 14
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…
MazwoodCap
Jul 10
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