Yesterday Vanguard crossed $4 trillon in assets for the first time: Vanguard. From $1 trillion to $4 trillion in AUM in less than 10 years. 💯 https://t.co/WOYHRscg61 — Pierce Crosby (@CrosbyVentures) February 17, 2017 If Vanguard was a public company the stock would be at all time highs today. Every hedge fund would be short declaring …
From: February 2017
The Customer and Kustomer
Last night this link of Jeff Bezos being interviewed by Charlie Rose in 1999 was being passed around. You must watch it. Jeff lays out a guide to profit by focusing on customers that is just as fresh today. I have been investing in customer support for a long time. I love customers. Last year …
The Anatomy of a Bull Market and Bubbles
We are in a rare ‘stock market and chill’ mode where all news is no news or good news. This analysis of bull markets from ThinkNewFound is a bookmark and great resource for any student of the markets. As the inconceivable boom continues we should start hearing bubble talk by the weekend. Don’t get me …
Happy Apple Day
I hope everyone had a great Valentine’s day. I did. I love my family and friends. I struggle with showing emotion other than my superpower of holding a grudge, so Valentine’s day is special…not to mention the giant Reese’s peanut butter hearts. While on the subject of love, Apple hit all-time highs today. It is …
Uranium and Banks…Trade the Market You Have, Not The One You Want!
Friendly reminder..if you love stocks and markets and can be in NYC March 29 and 30 please join me at Stocktoberfest. You will not be disappointed. Onward… I saw and shared today that The Global Uranium ETF ($URA) is up 70 percent since Trump won the election. Duh! I got this message back from Ken …
Sell Everything? Ya Right…
I was reading this Bloomberg piece about Marc Cohodes ‘famous’ short seller yesterday and thinking… poor bastard. So smart, and so aggravated. God bless him and the other shortsellers. Marc helped uncover and shine a light on some fraud whoppers. I respect that Marc can forget the Macro and focus on the Micro. It’s how …
The YouTube Rabbit Hole and What Was The Greatest Acquisition of All Time?
I love Youtube. This morning I went down a two hour YouTube rabbit hole after a clip search. I am currently diving into the 60 Youtube channels that will make you smarter. I have no idea how millennials get anything done between Snapchat, Netflix, Instagram and YouTube. I believe YouTube is the greatest acquisition of …
Subscription Versus Advertising and The New York Times vs. The Twitter
The lineup for Stocktoberfest keeps getting better – Come network with the best social traders/investors I know and the best fintech founders and venture capitalists Ok onward… Today The New York Times ($NYT) is breaking out: It turns out fake news and ‘failing’ is good if you have a subscription business. The Twitter on the …
An 8 to 80 Update…
How do you build a great list of stocks to watch and own if you do not really care much about trading or watching the markets? The easiest way I know is with 8 to 80 companies which I would explain as follows: When the ‘markets are in turmoil’ this list of companies should be …
My Anti – Portfolio
Bessemer Venture Partners is famous for being great venture capitalists and also for their ‘anti-portfolio‘ which is dedicated to all their big misses. When you are feeling blue about selling Apple in 2006 or shorting Tesla because they will never make a profit, remember that smart people miss big all day every day. Though if …