From: July 2020

Fat Nixon Pivots

I despise the man but I do not to underestimate him anymore or his cult followers. I am sticking with the basics on why I think ‘Orange Julius’ is a one termer because – it’s the economy stupid! For a good take on his stupidity and the economy that will likely cost him a second …

My Favorite Investing Book

I always get asked for my ‘favorite investment book’. I don’t really have one, and I have written two myself. I always recommend ‘Reminiscences Of A Stock Operator‘ because it is a great story that has many of the lessons wrapped in. Rachel has read it and Max has listened to it. I think Americans …

Have a Laugh…

I’m immersed in anger if I look at my iPhone these days. On my porch I see none of the same things I see on my iPhone. That is why I spend so much time on it. I have my work to do and I am focused on getting it done, because I know more …

Some Good Reads…

I thought I would share a few links to pieces I enjoyed the last few days. Fred Wilson had some good advice which I am going to follow which is to ‘Read On Paper‘ – at least the longish articles I come across each day. Glenn Solomon is a great venture capitalist at GGV and …

Ultimate Freedom

Boris Wertz (a venture capitalist who loves his career) had a tweet that caught my eye yesterday: According to Boris I am scoring high on the ultimate freedom list. I do concur. Yesterday my son came to work from home here in Coronado. I have not seen him in a month. I walked into his …