I loved this read on Netflix spending on content in ways others just won’t dare. Next up, this Chinese internet report is a must read and study. It really lays out the playing field. Speaking of China, this great piece on Alibaba vc. Tencent – who will win. Have a read. Finally – you might …

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My Twitter stream is in constant outrage. I imagine my Facebook stream would be too if I ever logged in. For all the outrage, the S&P and Nasdaq should be single digits. It is the VIX though that is back on it’s way to single digits (closing near 13 today). I will continue to take …

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On Saturday, I played golf with Max and the Moss brothers (Jackson, Matt and Adam) at our home course San Diego Golf Club. This has been a regular fivesome for years. I had my best ever front 9 (1 under 35) and stood on the 18th (a par 4) at one over needing just a …

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Before I get into it, this bit about ‘checking in at the airport‘ from Sebastien Maniscolco is hilarious. Ok… On Friday, the real trade war with China began. I guess time will tell when that affects Facebook or Netflix. In the meantime, and as always, every stock market daily summary headline includes a ridiculous ‘due …

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Welcome. I say that a lot. If you follow me on Stocktwits I make an effort to try and personally welcome you. Way back in MySpace days, ‘Tom’ (he really is Tom) would welcome everyone. It was simple and honest and effective. I loved when Norm would walk into ‘Cheers’ and get greeted with ‘NORM‘ …

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It has been a spectacular week of sun and fun in San Diego. It is hard to explain the peace and joy I get from living on Coronado. I am trying to find a rhythm to the slower pace of life. Here is my current blogging view at 8 pm on Coronado… Max has been …

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It’s back to work not that Independence Day is behind us. I can’t believe it is already July and half of 2018 is gone. Back to work for me means more reading and networking to find the next big winners in startups and the stock market. I read this great piece from Eric Feng of …

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Before I get into it…today’s episode of people have too much spare time comes from this knucklehead (I have titled it ‘Goldman Sachs New Client Meeting’): Rare footage of a Goldman Sachs new client meeting … https://t.co/rK4yCDAULj — Howard Lindzon (@howardlindzon) July 2, 2018 Onwards to Momentum Monday… Elon Musk made a critical mistake today …

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I grew up in the era of magazines. You got your stock tips monthly in Fortune or Smart Money (they were already 2 months old by print) or your golf instruction from Golf Magazine and Golf Digest. Max’s friend (and mine) Jackson Moss shot this video of my golf swing the other day which I …

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Mike Maples, a great Venture Capitalist, has an awesome post titled’ Crypto Commons‘ that I though you might enjoy. Have a great Sunday.

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