From: September 2018

The Anxiety Economy… and The Tilray Top?

Today, before lunch, Tilray ($TLRY – weed grower and distributor) was worth more than Twitter. After lunch this happened: Weed is supposed to help ease anxiety, but watching weed stocks increases anxiety…welcome to 2018. Anxiety is a huge growth industry in America. I have long suffered from anxiety, but Lexapro, therapy, cycling and awareness about …

Apple Is Humming

It was another big week for Apple. Ben Thompson wrote a great piece titled’ The iPhone Franchise‘ . For those too lazy to read it, Ben sums it up: That is the iPhone: it is a franchise, the closest thing to a hardware annuity stream tech has ever seen. Some people buy an iPhone every …

So You Want To Be A Venture Capitalist…

Yesterday I talked about edges. Today, Airware, a drone company that raised $118 million from venture capitalists including A16z, Kleiner Perkins and Google Ventures shut their doors. When I think about venture capital investing and edges a few great brands come to mind…Andreesen’s A16z, Google Venture and Kleiner Perkins are three of them. If you …

What’s Your Edge?

If you don’t have an edge you are someone else’s edge! I come back to this riff as I make stupid investing and trading mistakes. I write about investing almost every day here and share ideas about stocks and startups as I have them, but I wanted to take a step backward today and talk …

Do What You Can’t

I love this old YouTube video from Casey Neistat titled ‘Do What You Can’t‘: Casey is an incredibly popular and talented YouTube creator. I don’t consider myself cool, but I do think it’s cool that he follows me on Twitter. I was once a YouTube creator way back in 2006. In 2006, I totally did …

Crypto Crush

I can’t say I’ve never seen anything like it because I invested through 1999 and 2008 but the the unraveling of all things Crypto is intense. I have written here that I treat Bitcoin, Ethereum, Indian stocks and Chinese stocks as venture capital meaning I give them much wider room to fall than a typical …