From: July 2018

The Grind…

In hindsight, Twitter was doomed this morning. After the Facebook debacle, I should have sold all my Twitter and gone short. I will never be that good. The machines will never be that good. Founders go through the grind. There are no overnight successes. I have invested in over 100 startups and never seen it. …

Google…$900 Billion and Counting

Google did close at all-time highs today. In January of 2017, I was on this Google is the only technology ETF you need to own. Google’s market capitalization was $570 billion. So far I have been wrong about Google getting into the insurance business, but that’s actually good news since the stock is up 60 …

Another Open Letter to Twitter

Dear The Twitter: Be bolder. Sincerely, @howardlindzon Happy, greedy, frustrated shareholder. _____________________________________ Let me keep this high level and simple because the analysts and experts that will drone on endlessly this being earnings week will have as much chance of being right as me. Twitter is a $36 billion company, which of course is fantastic, …