From: June 2018

The Tale of Tails

Morgan has another great post out titled ‘Tails You Win‘. The gist…’long tails drive everything‘. …no matter what you’re doing, you should be comfortable with a lot of stuff not working. It’s normal. This is true for companies, which need to learn how to fail well. It’s true for investors, who need to understand both …

Recessions Happen and Nobody Knows

I really liked the ‘New Rules’ this week from Bill Maher. He has definitely put himself in the crosshairs of his haters and I enjoy how he takes down the ‘snowflakes’ on Fox and Fringe: Recessions happen and they are survivable events. Also this week…the Bitcoin crash continues. I refer back to this Jameson Lopp …

A Battle of Wits and NitWits

Longer riff today to clear my head… Watching Elon Musk argue with shortsellers on Twitter is pretty damn entertaining. It reminds me of this scene from a top 10 favorite movie of mine ‘The Princess Bride’…the battle of wits Depending on the day I have no idea which character Elon Musk is. I have a …