From: August 2017

Premium Mediocre

I read this great post today by Venkatesh Rao called ‘The Premium Mediocre Life of Maya Millennial‘ and it made me laugh out loud. It also made me sad. There is much truthiness in it and I think it is worth 15 minutes of your time to read. This riff was poetry: At a more …

Uber the IPO

I love Uber…I mean $UBER Uber has been very very good to me. My friend David Cohen invested in Uber in the very first angel round (through his fund). I was/am lucky enough to be an LP (investor) in David’s fund that invested in Uber. The valuation was $4 million pre money. Way back in …

Momentum is a Hell of a Drug

It seems everyone has discovered ‘momentum’ investing and trading. As a one man shop for my own money, I am a trend follower and believe in momentum. As Newton said (not the fig) an object in motion stays in motion. A great quant follow on Stocktwits is Quantocracy. Yesterday they shared a link to ‘The …

The Cashtag Turns Nine

This tweet from Josh made me laugh out loud today: Afghanistan is going to pay for the tax cuts. What makes Twitter magical is snark like that bursting on my iPhone screen. The tweet needed no hashtag. The hashtag on Twitter turned 10 years old yesterday. What made Twitter special in the early years was …

We Live in a Marketing Economy

This post from Bob Lefsetz really resonated with me the last week. I read Bob daily and if you read this blog you know that (subscribe to Bob here). I don’t think Bob fully practices what he preaches about branding and marketing, but who does? Who really can? This riff from Bob about product excellence, …