From: August 2019

Follow The Money – Seed Financing Trends

Tom Tunguz shared some great data on seed financing trends. Fintech, Blockchain, Food and Beverage and Artificial Intelligence funding have continued to grow relentlessly since 2010. Tom explains: Hot Spaces Artificial Intelligence – yes, it’s a buzzword but it’s more than that. AI or Machine Learning is a new technology that will benefit nearly every …

Streaks

I am a big fan of Seth Godin and yesterday he wrote about his writing streak. The gist: Streaks are their own reward. Streaks create internal pressure that keeps streaks going. Streaks require commitment at first, but then the commitment turns into a practice, and the practice into a habit. Habits are much easier to …

The Streaming Wars

Before I get started…this Hot Wings episode with Shaq is hysterical. Ellen and I were laughing out loud. I think Shaq is a legend. No matter how or where I see him speak I marvel at his intelligence, his humor, his integrity and his joy for life. Onwards… I am long Disney and have talked …

How To Jump On A Rocketship…

In the stock market and in my seed investing at Social Leverage, I am trying to find rocketships. For the public markets, I build lists of companies with the fastest revenue growth and scour the all-time high list for clues. I also do some of the things shared in the posts linked below to connect …

Momentum Monday – Trade War!

The trade war has escalated further this weekend. One look at Apple’s stock price and you can really see the damage. The stock was $218 after reporting earnings and since Orange Julius tweeted about the third tariff to begin September 1, the stock has dropped to $198. That is $100 billion or so. The President …

The Fintech Boom Continues

I continue to see incredible teams and products in the fintech startup space. I am focused on the United States, but because this boom has gone on so long, the rest of the world is creeping into my view. Fintech Collective has a great weekly email covering the global fintech investing landscape. This weeks focus …

Pin The Tariff on The Consumer

Before I get started…here is the correct Seinfeld interview link on my blog from yesterday. I’ve now heard it in a few places that more adult diapers than baby diapers have been sold in 2019. Sigh. I am not sure what to make of this messy statistic other than this is probably good for Amazon …