From: April 2019

Some Great Long Reads

Thanks for all the nice responses yesterday. It’s good to be home for a week. We had a nice small seder with the kids, Ellen and my in-laws. Onwards… I met Polina Marinova this week in New York. She joined me and a group of friends for Lombardi’s pizza and held her own! Polina works …

Happy Passover

Things were looking good yesterday. I was having a quick bite with my pal Mike Katz at a fave spot Marta in New York right before my Uber to JFK and my flight home to spend Passover with the family. Half way to JFK I got a text from American Airlines that my flight was …

The Trade App From Stocktwits

The team at Stocktwits had some big news today… it will offer its community members the ability to place unlimited, commission-free U.S. equity trades directly through its new mobile application, Trade App: Ian, Stocktwits CEO explains why Trade App came about: With 150,000 messages sent every day on the platform, Stocktwits prides itself on understanding …

Go Leafs Go

I decided last minute to head to Toronto to see game 4 of the Leafs/Bruins last night. I’m back in NYC on the first flight this morning. StubHub and Porter Air make it almost too easy. The Bruins won which put a damper on the quick trip. But I got to see my mom, and …

Nichification and Virality is History

Bob Lefsetz has back to back great posts up on the subject of nichification and the Death of Virality (only if you sign up for his free email). On nichification, Bob writes: That’s right, putting on your best face, curating your image, that will be passe. We’re evolving into a more honest era, where it’s …

Momentum Monday – If The Fed….

Here is an actual tweet from Fat Nixon: If the Fed had done its job properly, which it has not, the Stock Market would have been up 5000 to 10,000 additional points, and GDP would have been well over 4% instead of 3%…with almost no inflation. Quantitative tightening was a killer, should have done the …

Tiger…and Nike

NOTE – I had a bad link to the Wences Bitcoin essay yesterday. HERE is the correct link. A must read. ok…onward I remember exactly where I was and who I was with when Tiger won his first green jacket in 1997. I remember exactly where I was (and who told me) when the Tiger …

Remember Bitcoin?

Today is my last day of riding in South Carolina at George Hincapie’s Hotel Domestiqe. Yesterday George took us on a great ride. He posed with me along the way: I could not keep up with the strong riders in my group who spent most of the time pushing hard with George, but he did …

Amazon’s Shareholder Letter

I am in South Carolina biking this weekend. I was invited by Ron Sedran who runs equity capital markets at Canaccord. We met through another friend in Toronto,Lowell Kamin, who felt I could help Ron and his team get quickly up to speed on the pace of changes in fintech. Ron put together this trip …

Sometimes You Know…

This interview ‘Blowing Up The Venture Capital Model Again‘ with Marc Andreessen was a fun read. Marc is a great founder and venture capitalist, but maybe even better at media. He can talk his book and build brand better than anyone. I love this point he always makes about venture investing: Andreessen Horowitz’s well-publicized view, …