Musings by Mazwood
ArchiveTopDiscussionAbout
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
Feb 8CommentShare
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
Jan 8CommentShare
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
Dec 18, 2020CommentShare
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
Dec 10, 2020Comment 2Share
My favorite lines from “No Rules Rules: Netflix and the Culture of Reinvention.”
MazwoodCap
Nov 24, 2020CommentShare
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
Nov 18, 2020CommentShare
$VEEV, $SE, $PTON, $PINS, $MELI, $ETSY, $BABA, $DIS, $RSG
MazwoodCap
Nov 13, 2020CommentShare
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
Oct 28, 2020Comment 2Share
$TTD, $AYX, $SPOT, $ETSY
MazwoodCap
Oct 9, 2020Comment 3Share
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, 2020CommentShare
My favorite lines from “The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness.”
MazwoodCap
Sep 21, 2020CommentShare
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, 2020CommentShare
© 2021 MazwoodCap. See privacy, terms and information collection notice
Publish on Substack