It’s nice to be home with the whole family together for Jewish New Year. I got texts from friends and family and WhatsApp’s from friends in Israel and we had a big dinner with Ellen’s side of the family and all the nephews in from University of Arizona. I love to say it often because …
From: September 2018
Is Long Form Research Dead?
The long answer is no, but you can do very well in the markets without it. I love to share on Stocktwits, Twitter, my blog, podcasts, and Momentum Monday… I share what I am thinking and doing and not what you/others should do. Because I share what I am doing, it keeps me accountable and …
What Was Nike Thinking? What is Elon Thinking? What is Spotify (Daniel Ek) Thinking?
The President tweeted ‘What Was Nike Thinking?‘ this morning. Professor Galloway has chimed in with his answer re Nike: They were thinking about shareholder value. He goes on to call it genius and the gangster marketing move of 2018. Have a quick watch. I agree 100 percent with Galloway on this one. The early results …
Informational Or Actionable and Goodbye Twitter
An update for my Peloton – I will be selling the rest of my Twitter. Onward… Tom Bruni has a great post up today ‘titled ‘The Bearish Case for US Stocks‘. Tom and JC have been extremely bullish for months, but they have a process that gathers information on a regular basis to check how, …
It is September – Please Dress Appropriately and The Four Comma Club (Amazon)
I love September. My birthday is in September. But the stock market hates September. Keep that in mind. I saw this picture of Sheryl Sandberg and Jack Dorsey at the Senate hearings and this is what immediately popped into my head: In an amazing act of kindness Sheryl Sandberg lent Jack Dorsey her last clean …
Weed Good…Greed Bad and Nike Will Be Fine
Note to Peloton Subscribers – I have sold 35 percent of StitchFix position. Onwards… It’s raining this morning in Amsterdam, but I did have five straight great days of weather. I was out visiting with Social Leverage portfolio company Secfi today which is growing fast. The Secfi office is in a building called TQ (A …
Momentum Monday – IPO’s Not ICO’s
A quick shout out to Momentum Monday sponsor Marketsmith (by Investor’s Business Daily). All the charts you have been seeing in the videos and will continue to see are from Marketsmith. They are offering my readers a three week trial for $19.95. Click this link if you would like to try it out. Onward… Happy …
Peak Silicon Valley?
Kudos to The Economist for a clever cover story titled ‘Peak Valley‘: I plan to take all the profits I made shorting ‘the internet‘ after The Wired 2010 cover story ‘The Web is Dead’ and roll them into shorting Silicon Valley…said nobody wealthy! With the Nasdaq at all-time highs, I would be more rattled by …
Gety Ready for an Acquisition Frenzy and A Great Time To Disrupt Incumbents
I spent the whole day walking around Amsterdam yesterday inspired by the perfect September day. Perfect morning in Amsterdam A post shared by Howard Lindzon (@howardlindzon) on Sep 1, 2018 at 12:46am PDT Here is my early morning writing view from The Hoxton which is a great hotel on the canal: I love Amsterdam and …