This ‘New Rules’ piece on Trump by Bill Maher is great. Watch it: The American public is following Trump’s tweets and not the money, but Mueller is following the money and the tweets. This Scott Galloway interview on Facebook, Apple, Amazon and Netflix is also very good. His thoughts on Facebook and Russia are right …
From: September 2017
Social Leverage…
It has been a great few months for many of our portfolio companies at Social Leverage. Bitium was acquired by Google. mParticle raised $35 million. Here is CEO Mike Katz explaining the arrival of CRM 2.0. Robinhood raised $110 million to continue growing their mobile brokerage business. Beyond Pricing made an acquisition and continues to …
Make Me Laugh
Most of the time I am hunting for LOL’s. But, I also like to laugh. YouTube is my rabbit hole when I am looking for a laugh. I stumbled upon this Larry David tribute speech to Steve Martin yesterday which was fantastic. Youtube served me up this next one with Larry David paying tribute to …
Stocks are Not Risky …This Time is Different (TTID)…Leverage and Chill
I am starting a new ETF called ‘Leverage and Chill’. It seems like a no brainer… Remember the good old days when Lehman went bankrupt? I do. Here is what the bank stocks have done since that glorious day: I wonder who will be the first to say stocks are no longer risky. Actually, I …
Making the Call and Answering The Phone
Back in 2003 I picked up the phone and cold called Jon Berg, the CEO of $11 billion Vega Fund. I had an idea to take their bond fund into the Canadian market with a wrapper. It would be an easy way to offer the very popular product to Canadian investors. Jon answered my phone …
Winning When You Lose
Losing money is brutal. I have invested through some major cycles over the last 30 years, so for you adderall chewing, avocado eating millennials believing ‘TTID’ (This Time It’s Different) please cherish these good times. When the losses finally happen, you will truly find the people you want to do business with again. Today Fred …
Finding Your Investing Pulse and The Active Investor Perfect Storm
Andy Kessler has a good piece out titled ‘Ray Dalio and the Market’s Pulse‘. I quote Andy here often. He himself is a great investor and I prefer to follow him over Ray. I like this quote most in the piece from Andy on investing: The core of investing is quite simple: Determine what everyone …
Would You Respond?
I received a handwritten pitch letter from a federal inmate recently. I was written up a while back in Entrepreneur magazine and I guess the issue finally made it’s way to the prisoners. This pitch was light on substance, so I worry if I respond, the next letter will have an NDA request from his …
Decentralized is the new Centralized
This is a great post from Albert atUnion Square Ventures titled ‘The Unknown Path to a Decentralized Future‘. I am long Amazon and benefitted as a shareholder from their ability to increase market cap , run a breakeven business and pay no taxes. The government may not be able to stop them or even slow …
The Rockstar …Liam Gallagher Speaks For Every Old and Angry Pre-Internet Person
This rant made my day. Liam Gallagher making tea is the best thing you'll see today. As you were. pic.twitter.com/JaAB0p6Qr2 — BBC Three (@bbcthree) September 20, 2017 Liam is a rockstar (my friend John Maloney calls him a legend..fine). I love Oasis. I am listening to a few songs now as a tribute to this …