What a wild ride the last 40 days has been. Apple is back to my breakeven price -$165- that seemed like a gift as I was hoarding it on the way down. To refresh…this was my post back in late December titled ‘Assessing the Damage‘. In hindsight, and obviously, the China unknowns and declining year …

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Ben Thompson is on a roll this past week writing about the ‘aggregators’ and ‘niches’. Long story short…the future of publishing is niche, the only way to build a thriving business in a space dominated by an Aggregator is to go around them, and the outsized returns will continue to go to the ‘aggregators’ (Netflix, …

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I loved this tweet from Gumroad founder Sahil Lavingia that he surfaced from 5 years ago – when he was struggling to build his company: It really is much easier to write about failure once you are ‘successful’. also really enjoyed this piece titled ‘Underrated‘ by Stephen Curry. I love when good things happen to …

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I hope everyone had a great weekend. As a reminder, Marketsmith (by Investor’s Business Daily) is now a sponsor of the weekly show. 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 …

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Ellen and I watched Fyre Festival on Netflix. The documentary was good, made possible by all the footage Billy MacFarland wanted taken. If you have not been part of a fraud or worked alongside a sociopath you are lucky. Odds are you will. Watching the movie might help you spot a fraud. Sociopaths are much …

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With a long and frigid east coast trip behind me, it is good to be back home in Phoenix with Ellen. I am going to get back on the bike today and Max is going to come visit from University for the night. I am looking forward to seeing a lot of friends at my …

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Yesterday, Kustomer announced a $35 million Series ‘C’ round of capital to go with their 500 percent year over year growth. We are proud angel investors at Social Leverage (from 2016) and continued to invest in this round. I explained how excited we were (and the reasoning) back in 2017. Customers using Kustomer software include …

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I don’t own Twitter stock right now. Jack Dorsey – their CEO – is out on the interview trail. I think this interview with the Rolling Stone was a good one. I learned a lot about how Jack is thinking and about the product itself. How did it all connect to Twitter for you? One …

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At some point in the next 24 months Slack, Uber, Lyft, Pinterest, Palantir, WeWork, AirBnB and Stripe should be public…liquidity is coming! (for the public markets…lot’s of supply). According to Seth Klarman (passing notes to his Rich friends at Davos and The New York Times) a Sovereign Debt crisis is coming. I am lucky because …

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As a reminder, Marketsmith (by Investor’s Business Daily) is now a sponsor of the weekly show. 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 …

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