From: June 2019

Catching Up On Bitcoin

I am getting a lot of questions again right now about Bitcoin. When I last checked in on Bitcoin on this blog back in April, they were changing hands at $4,900 and I chose to make Bitcoins the topic of my first Lindzanity podcast. I was getting bullish on the price for the first time …

Head East Old Man…

Ellen and I are headed east today for an extended work, play trip. I am going to my second British Open mid month. My last British Open was Carnoustie and the Jean Van De Velde melt down. We are excited to see Rachel who has been living and working in New York this summer at …

Logic and Imagination

Koyfin posted this chart comparing Target and Shopify the other day that was ‘lit’: I took one look at it and commented sarcastically that ‘Investing is so easy‘. Jeff Farley had my favorite comment saying ‘More imagination, less logic‘. Bingo! My friends (and great investors) Alex Bard and Villi Itchev both got me out of …

I Need A Favor…

I love this Seth Godin piece on writing… Yes, it would be great if you could become a full-stack developer. If you put in the hard work to be a civil engineer or a mathematician on the cutting edge. But most people were persuaded from an early age that this isn’t the work for them. …

You Are Shmoopy….and Don’t Tase Me.

The S&P hit all-time highs today. If you follow the right people and you own software stocks today is just more of the same Shmoopy. Today Microsoft and Oracle hit all-time shmoopiness. That’s as old school software as software can get. The FANG stocks are very 2017. Today it is Shopify, Twilio, Zendesk, Paypal, Mongo, …