I have missed a few days on the blog, the first time in years. On Thursday evening I was having terrible stomach pains and Ellen had to drive me to the emergency room. The doctor took x-rays and said I had a bowel obstruction and they took me off to a sister hospital for tests …

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It has been a fantastic year for Apple the Company and Apple shareholders. The stock is on track for its biggest annual outperformance of the S&P 500 since 2009. How do they do it at this size and scale? Ben Thompson has a great piece about Apple strategy titled ‘Integration and Monopoly‘. Apple is showing …

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One of the big misses of my angel investing career (there have been many) is passing on Carta in the seed round (now a $1.8 billion valuation). I joke that Henry Ward the founder ‘could not close me’, but the joke is on me. I was sitting for breakfast with Fred Wilson last week in …

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This made me laugh today… Broadhead Co., a marketing and ad agency in Minneapolis, was paid $449,000 by the state’s Department of Social Services to create the “Meth. We’re On It.” campaign. South Dakota needs to slow down and get a Slack channel for their marketing and proof reading team. I imagine WeWork and Softbank …

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As a reminder, Marketsmith (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from Marketsmith. They are offering my readers a three week trial for $19.95. Click this link if you would like to try it …

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My fashology threesome – Apple, LULU and Nike have all had excellent years. There are two other public stocks I have watched that I am considering for the list – Crox and Restoration Hardware. They have historically been much more volatile than my three stocks. Crox I have missed completely as I have categorized it …

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Before I get to the links, I stumbled upon this Steve Jobs ‘Marketing Is About Values‘ video and it is worth the watch. My friend Barry puts together a great weekend reads piece and in the spirit of being laid out sick with a nasty cold and cough, I will defer to it today for …

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Yesterday was tough. I was peaking with a cold/flu and my first meeting started at 7 am. I imagine the flights and the sudden change of weather from Israel to New York did me in. My friend Doug pushed and pulled me along for a full day of meetings that ended with a great dinner …

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I love this riff from Ben Hunt in his post titled ‘The Age of the High-Functiong Sociopath‘. Why should we play by the rules when raccoons like Donald Trump and Masayoshi Son not only break them with impunity and ludicrous intent, but are celebrated and made rich for breaking them? Why should we care about …

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I love this founder/startup quote: “If your business is the right business, then money will never be an issue.” Now guess who said it…. Yep….Adam Neumann, founder of WeWork. I have gotten away from writing about startups and startup life and am going fix that starting today. One great voice on startups is Eric Feng …

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