Good Monday everyone. Ivanhoff and I did a tour of the market last night and at one point Ivanhoff called me too negative. I call the tape as I see it and I do not like how narrow a market it is for winners. You might as well just watch/listen to the episode. It is …

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The streaming wars are in ‘global thermal confusion’ mode. This week Disney took FULL control of Hulu. Luckily Ben Thompson and Peter Kafka broke it down for us. Here is Peter Kafka on the Hulu/Disney/Comcast Divorce. Ben dives in to the subject: As a general rule, any product that involves high-fixed costs but minimal marginal …

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I thought Blaine Rollins did a great job on his ‘Who Blinks First’ commentary on the trade war. Have a read. The Koyfin team shared this chart of John Deere and the China 25 Index Fund which also shows the big losers in the second level of the trade war. In the next month we …

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As you can see below, Ben Carlson had an interesting tweet using three different timeframes of Warren Buffett’s returns. 3 charts, choose your narrative: 1. Buffett is a closet indexer 2. Buffett has lost his touch 3. Just give it some time BRK will be fine I have no idea if the old glory can …

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Tom and I are up in Palo Alto for a couple of days talking to LP’s and seeing founders. Today I am a keynote at a fintech event of the Plug n Play program. Last night I was grabbing a late bite with Tom and Aaron Levie, the founder and CEO of Box.com walked by. …

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The front page headlines are ‘Trade War’, which means a lot of idiots are going on TV and getting quoted. This tweet from Stockcats was my fave of the day: Not to be outdone, the asshats at CNBC have spent months blathering about the $UBER IPO and were absolutely giddy that it traded lower…pretty much …

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For my fourth episode I sat down with my Social Leverage partner Gary Benitt to talk about his career as a great founder and operator in the customer support enterprise software space (co-founder of Assistly and lead investor in Kustomer) and his unique style of living in the future. When Assistly was acquired by Salesforce, …

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Last weeks Momentum Monday was all about ‘Those Darn Fat Nixon Sunday Tweets‘. I have to say I was pleasantly surprised at how well the markets held up all week. On Friday evening I was preparing a list of ideas and a few additions to my portfolio. Unfortunately, this weekend the political rhetoric was amped …

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I hope all the mother’s in my world have a fantastic day. Yesterday I linked to a great post from Elad Gil titled ‘Markets are 10x Bigger‘. The combination of the internet, people being online, Smartphones and Wifi have exploded valuations and market capitalizations. Please read the article if you are a founder or investor. …

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Elad Gil has a great post titled ‘Markets Are Ten Times Bigger‘ Have a read and a great Saturday.

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