Netflix and Fortnite (Tencent) may be big enough to break the Apple and Google stranglehold on app delivery. This is a really important development to keep an eye on. Fred discussed it here. Bloomberg has a piece as well.
From: August 2018
Pivoting into $7 Billion and a Free Trade Idea
I was invited by the C100 to listen to Slack founder and fellow Canadian Stewart Butterfield ( he splits time between Vancouver and SF) speak tonight in San Francisco. I am a big fan of Slack and Stewart’s work as a founder and entrepreneur. You can see by this picture that Stewart was equally excited …
Momentum Monday…Fashology, Retail Is NOT Dead and Goddamn These Millennials
Before I get started, I want to thank Marketsmith for being a sponsor of this weekly show I do with Ivanhoff. I love talking about trends and momentum and they appreciate Ivan and I making this show to share ideas. All the charts you have been seeing in the videos and will continue to see …
Twitter is Undervalued…The Elon Musk Edition
In the spirit of NFL season, let me armchair quarterback about Twitter. Imagine a world where Twitter delayed each and every tweet (30 seconds). Would it matter? Who would care? If you use Twitter for politics, to yell at people or read entertainment tweets it would not matter. If you use Twitter in a capacity …
Empty Nest Baby!
Ellen and I are officially empty nesters now that both Max and Rachel are in college. We took Max to Tucson to get him all set up…basically a comforter, some Stance socks and underwear, Ramen noodles, Tide Pods and his new speaker. When I went to college…. Huge shoutout to all the moms out there …
A Huge Week For Sleep… and Weed
It was a huge week for sleep and weed. Let’s begin with weed… Corona beer maker Constellation Brands (STZ.N) will infuse another $4 billion into Canada’s top cannabis producer Canopy Growth (WEED.TO), the biggest investment in the industry, to capitalize on booming demand for marijuana. Here is the story. Just think…they could have used that …
Technology Networks and The Smartphone Tipping Point.
Just today, Apple became the first $1.025 trillion company. Neil Cybert (Above Avalon) has a good post out dissecting Apple’s continuing growth story (Neil does leave out a most important piece of it – retail…but that is for another post). Floodgate Partner Mike Maples has a great post out explaining why ‘Network-Based Businesses Will Disrupt …
The Rise of Micro-Brands, the Retail Economy and New Millennial Investing Strategies
Big Commerce came by our Social Leverage Phoenix office a few months ago to interview me for their ecommerce online conference. They interviewed 20 ecommerce experts, entrepreneurs and investors on what’s working, what isn’t and where you should focus to blow past your revenue goals. I had the chance to talk about my strategies and …
Charts That Made Me Go Hmmmm
Happy Tuesday. Today is the day Ellen and I take Max to University of Arizona for his freshmen year. I would love to pull a ‘Back To School’ move on him, but it would crush his spirit. And of course the damn heat! Ellen and I get to empty nest a few months more on …
Momentum Monday…Good News and Bad News… and All-Time Highs in ‘I Told You So’
I will get right to today’s episode (click here or embed below). Ivanhoff and I take a look at what is working, some new ideas and our list of leading stocks: The good news is risk appetite is still high. The bad news is that if you own the wrong assets right now, life sucks. …