I wanted to finally get some thoughts out from my two days at The Money Conference in Dublin. It was fun to be on stage with my friend Yoni Assia, the founder of Etoro (I am an investor) talking about trading and investing. Etoro is a social brokerage that has over 10 million accounts in …

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It’s that time of the week again… On today’s Momentum Monday we do our usual tour of the markets and momentum and discuss a few new ideas. Google, Apple, Amazon, Facebook, and Netflix are at or near their all-time highs. In the meantime, emerging and most foreign markets continue to struggle below their 200-day moving …

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Happy belated Fathers Day to everyone! I ate pancakes with Ellen this morning and than plopped down to watch six hours of golf today. I was traveling all day yesterday but did catch the Phil Mickelson putt putt putt putt puttathon during my layover in Minneapolis. Twitter went wild. The Twitter ‘Moments’ thread has some …

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Last night our dog bagel passed away. I am on my way home today so Ellen and the kids had to handle her last day by themselves. She was 14. She lived a good life I think by dog standards. Bagel was a happy dog and we loved her. My in-laws gave Rachel the dog …

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Today, Kustomer announced their Series B raise of $26 million from investors including Redpoint and Cisco. Our fund Social Leverage was a seed investor and continued to invest in this round. Here is Techcrunch with a good explanation of the round and the business. Redpoint led the round and Tom Tunguz of Redpoint summed up …

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I read this today from Naval which got me thinking… Whether you’re excited or nervous when your favorite asset falls in price marks whether you’re investing or merely speculating. I rarely disagree with Naval but will do so here. In early stage investing, my gut can get me into a company, but there is not …

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I still have Italy on my mind after four days in Dublin. Today I head to Amsterdam for a few days before heading back home. The family is heading home today. From Wikipedia – Caffè macchiato is an espresso coffee drink with a small amount of milk, usually foamed. In Italian, macchiato means “stained” or …

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Most of my angel returns have come from gut feeling and almost all of my stock market losses have come from same gut! My gut has been ‘right enough’ for angel/seed investing. Being ‘right enough’ in the stock market can lead to outsized returns, but using my gut to be right enough in the stock …

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Hello from Dublin. I am with the family in Dublin and we have an Airbnb at what is called Google’s Headquarter (that is the address I give the taxi’s…no Uber here). Not much has changed since last week’s show with respect to Momentum. Ivanhoff sums it up well: Recent Chinese IPOs have gone wild. Many …

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To my American friends and family… I am sorry about the high milk prices. To my Canadian friends and family… I am sorry that the ‘outrage machine’ is now aimed at you. Here is an inside tale of what the ‘outrage machine‘ looks like (Tobin Smith sounds like a weasel, but sadly can’t make this …

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