Everyone loves a hit IPO. A stock they can but day one and never look back. Microsoft, Chipotles, Cisco…. This year had a few big winners, but we also had a good share of dogs (Tilray and anything weed) and shooting stars (Beyond Meat). Netflix was not a hot IPO when it came public. Facebook …

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I am not used to being off my feet and at 10 percent capacity. Jello and Netflix just is not doing it for me. Don’t get me wrong, it is 1,000 times better than being in a hospital. Right now, Ellen is fighting with the insurance company to get me my post op tests I …

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I hope to be back making my weekly Momentum Monday with Ivanhoff next week. I have had to miss the last three weeks as I recover. Yesterday, Ivanhoff took time off from his weekend Bulgarian Birthday Bash to do the show himself. He does a great job touring the markets and pointing out the areas …

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First off…I want to thank everyone in this community for the thousands of well wishes the last few weeks. It made a big difference getting notes of encouragement and support. I think it will take another month of rest at home to regain my stamina and mobility but I now see a light at the …

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Each time a doctor would come to ask me questions about my surgery the last few weeks at the hospital, I would turn the table and ask a bunch of questions about the equipment, tools and brands that stood out in their industry. Early this year I added the $IHI (Medical Device ETF) to my …

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Right now it hurts to do pretty much everything including laughing. My gut is one big scar. Naturally, this video surfaced yesterday that I could not stop watching despite each laugh ripping at my wound. Hope you enjoy and make sure to have the sound up. Onwards… Yesterday Ellen broke me out of prison (the …

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Yesterday, portfolio company Kustomer.com announced a $60 million series E. The quick deets (which are impressive): Kustomer, a CRM startup that’s taking on the likes of Zendesk, Salesforce and many other bigger and older providers, has closed yet another round of funding — no less than its third fundraise of the year — as it …

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I have now spent the last 12 days in the hospital, but I should be breaking free for home care by Thursday. I was woefully unprepared for such a long stay and I learned a lot about myself in the process. On day one in the emergency room, I heard the term ‘bowel blockage’, looked …

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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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