I have had a fantastic weekend of playing and watching golf. This weekend was The La Jolla member guest and my good friend Peter invited me back for a second run at their ‘Jewel’. My handicap is 7 and I shot an 83 and 86 which was good enough for middle of the pack and …
From: August 2018
MoviePass – Nothing But Lessons
I read this great post from Eddy Yoon titled ‘What MoviePass Can Teach Us About the Future of Subscription Businesses‘. If you are a founder or investor just read it. I shared the article With Justin (Stocktwits COO) with a note that Netflix will get into this business eventually by buying and or building their …
It Was The Best of Times It Was The Worst of Times
Umair Haque is doing a great job worrying about an American collapse (I pay the $5 month for Medium just to read his stuff). This week’s ‘The Quisling’s of American Collapse‘ was particularly good. Ben Hunt has a great new series out. His part 1 ‘Things Fall Apart‘ was a favorite read of the week …
Frustration
Before I get into a mini rant, I will share this video Rachel made with me this evening. Since Rachel was a kid I have told her that white Good & Plenty taste different than the pink ones. It drives her nuts. She is adamant that they are the exact same. Onward… I get frustrated …
Congrats on the Sex America
This really made me LOL this morning from Stocktwts stream: When you hit the club with the funding secured pic.twitter.com/VZzAAaoAMf — StockTwits (@StockTwits) August 8, 2018 Sex is hitting all-time highs. It makes sense in the era of Tinder, Snapchat and Facebook where everyone is connected 24/7/365. I wrote this earlier today: Tinder is on …
Bagholders
I interrupt this bull market for a quick welcome to all the new readers of this blog. If you invest and trade you will one day be a bagholder. The definition of bagholder from Investopedia: An informal investment term used to describe an investor who holds a position in a stock which decreases in value …
Momentum Monday – Profits Matter
Before I get into it…a few laughs… My friend Joe had one of the funniest and on point financial tweets of all time today… As much as Joe is on point about financial Twitter, this era of the social web has brought me closer to great investors everywhere and the only cost is your time …
Fintech Week – It Is Always About The Money
I love money. I think that is pretty normal. Scott Galloway says it best here in ‘Yay Capitalism‘: I think a lot about money. I realize how awful that sounds. When I didn’t have much of it, I didn’t track it. And even now, when I know my portfolio has been beaten up, I don’t …
Fintech Week – Of Course The Stock Market is Shrinking
The New York Times article titled ‘The Stock Market Is Shrinking. That’s a Problem for Everyone‘, is getting a lot of play in the financial blogosphere this weekend. This fact is the one most have globbed onto: In the 1990s, there were 8,000 public companies. Now there are fewer than 3,800. And the top 200 …
Fintech Week- The Year in Review
I’m excited to get home to Coronado this weekend. It was wall to wall fintech for me this week in New York from Stocktwits, to portfolio founders (Rally Road, ChartIQ) and some great new founder meetings and pitches. I did stop by Josh and Barry’s office. Josh and I made this video that covered my …