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 …
From: June 2019
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 …
Congrats Validately – UserZoom Acquires Validately
It is an exciting day for Steven Cohn the founder of Validately as he announced that Userzoom has acquired his Company. We were seed investors (my partner Gary led the investment) in Validately and are happy for the Steven and team. The user research space is growing fast and thousands of companies use the product …
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 …
The Jew and The Jain – Discussing All Things Consumer Fintech With Sheel Mohnot and Erik Torenberg
My good friend Sheel Mohnot and I have long talked about doing a podcast together called ‘The Jew and The Jain’. He is so funny and smart. He is also a great entrepreneur and fintech investor. We finally got on a podcast together hosted by Erik Torenberg to talk about our investing strategies in fintech …
The Trend Is Your Friend…and Kerplunk!
I really try and want to keep things simple. Especially when it comes to investing. My friend Charlie shared this chart last week that pretty much sums up things since the March 2009 bottom: A lot of experts have been paraded across financial media since 2009 to tell you what to do, but there was …
Momentum Monday – Will All-Time Highs Stick?
I have been calling for Nasdaq 10,000 for years now and we are slowly working our way there. Last week the S&P hit all-time highs, but will it stick? Ivanhoff and I did our weekly tour of the markets and we think the grind higher will continue. We walk through the sectors that should help. …
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. …
Lindzanity – Episode 8 – Paul Grinberg and The 100 Best Restaurants In The World
My good friend Paul Grinberg sat down with me to talk about his journey to eat at the 100 best restaurants in the world. I learned that Japan has the most 3 star Michelin restaurants, followed by France. Paul has travelled the world over and over as President of Encore Capital Group ($ECPG), the largest …
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, …