If you have been reading this blog the past year you know I love Koyfin. I sat down with Rob to do a podcast and discuss his background and the inspiration for the product. We also chatted about his fresh shirt: Rob was at Goldman for six years and toured the hedge fund world. When …
From: April 2019
Happy 20th Max Lindzon
Our son Max turns 20 today. Ellen and I drove down to Tuscon to have dinner with him. Rachel, Ben his roommate and a bunch of his cousins joined and we had a fun evening. Back when he turned 18, I shared this birthday post. The last 2 years I have seen much less of …
Momentum Monday – Software, Software, Software!
Back in December while the markets were melting down, I wrote a post titled ‘Which Software Is Eating The World Relatively Best‘. The sector bottomed with the market and most software stocks have exploded higher again in 2019. Last week it was enterprise software taking the lead again on the heels of Microsoft hitting all-time …
Make Me Pass!!
Before I get started with ‘Make Me Pass’, these two posts ‘Made Me Laugh. First Josh posted this caption contest of Fat Nixon (click and scroll the responses): Brian Lund puts Steve Ballmer in context with this tweet: Sure, Ballmer looks like a dork. A dork who owns 330 million shares of $MSFT pic.twitter.com/8R04wzzFmV — …
Homeschooling and Financial Literacy
I only know two people that have homeschooled their children. Homeschooling though seems to be one of the fastest growing trends in education: Fred Wilson writes: When you look at industries that continue to operate on old, outdated, and highly regulated models (education, health care, banking, brokerage, etc, etc), it is interesting to look at …
Charts and Data Gone Wild
I knew railroads had been hitting all-time highs recently, but I did not know that over the past 20 years railroads had crushed the Nasdaq 100 and the S&P by nearly 10 fold: The railroad charts are likely a hint at what the charts of future software and internet leaders look like 100 plus years …
Life In The Fast Lane Has Changed
Back in 2015 when I was moving offices in San Diego I wrote about the first piece of art I had ever bought. Last week I moved the art into our new Phoenix home. This is the other piece by Roark I had bought at the same time and same price: The box art is …
My New Podcast – Lindzanity – Episode 1 – Farbood Nivi of Coinmine
Yep…today I am sharing episode 1 of my new podcast. Please do me a favor and share it as well and subscribe to it on your plattform of choice. I mentioned the podcast a few weeks ago on my blog and discussed the reasons in the interview with Skyler, whose agency is producing the show …
Momentum Monday…Is It Google Time?
Welcome to Momentum Monday. This week I changed things up by talking an Ambien before the show. I think the only side effect was calling Ivanhoff, Ivankahoff. I will let you all decide. Here is the episode (sponsored my Marketsmith) and you can watch or listen to here. The Nasdaq 100 is back at all-time …
India and The Internet…
The Indian internet frontier is now in full acceleration. Pure 4G Service Provider Reliance Jio crossed the 300 Million customers mark in just two-and-a-half years of its commercial operations in India. The stat does not mean that much to me and my investing this morning, but in the next bear market, when fear again grips …