Musings by Mazwood
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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…
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May 12Comment 2Share
$DUFRY and $SABR
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Mar 16CommentShare
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, …
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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 8Comment 1Share
Today, we’re looking at how Etsy went from weird and scrappy marketplace in one corner of the internet into e-commerce juggernaut today.
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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…
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Dec 10, 2020Comment 2Share
My favorite lines from “No Rules Rules: Netflix and the Culture of Reinvention.”
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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…
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Nov 18, 2020CommentShare
$VEEV, $SE, $PTON, $PINS, $MELI, $ETSY, $BABA, $DIS, $RSG
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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
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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…
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Oct 1, 2020CommentShare
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