I took the afternoon off yesterday to play golf with my friend Doug at Scottsdale National. I’ve mentioned the course before, but it is the brainchild of GoDaddy founder Bob Parsons. Bob loves golf and also founded the golf club company PXG. If you ever get the chance to play at Scottsdale National, drop. everything …
From: September 2020
Mulesoft Founder Ross Mason Joins Me On Panic With Friends And Explains The Software Revolution In Some Great New Ways
Oh boy, this podcast with Ross Mason came out great. I will get right to it. Here is the link to listen on Spotify and Apple. Ross is an inspirational founder and has an incredible ability to explain complex issues which means he will make a great venture investor. I really enjoyed learning about Mulesoft …
Momentum Monday – The Sun Is Shining and Social Distance Themes Are Working
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 …
The State of Gen Z…This Generation Can Make You Money
Generation Z, or Gen Z for short, are the demographic cohort succeeding Millennials and preceding Generation Alpha. Researchers and popular media use the mid-to-late 1990s as starting birth years and the early 2010s as ending birth years. I like to read Tiffany Zhong’s annual ‘State of Gen Z‘ report. You can download it right here. …
Pomp and Portnoy
I am looking forward to watching this interview between my friend Pomp and Dave Portnoy the founder of Barstool Sports. I think I will learn a few things about business, branding and social media. Here is the interview.
Venture Capital…Big Money Still Flowing and Power In The Valley
Money continues to flow into the venture capital industry. I wont complain. The money flow should increase as rates stay low and the mantra of alternative investing picks up pace. I can feel that happening. One big rule change that should really accelerate money flows is the final Volcker Rule: The Final Volcker Rule[1], which …
Benchmark Capital’s Chetan Puttagunta Joins Me On Panic With Friends – As Software Eats The World – How Hungry Is Open Source?
I am fascinated by the software sector and lately the open source category of software. I started down this rabbit hole back in January 2019 and covered it here. Wired magazine just put out this ‘opinion’ piece titled ‘The Future Of American Industry Depends On Open Source Technology‘. So I asked Chetan from Benchmark to …
Subsriptions and Bundles Are The New Bonds In A Zero Interest Rate World.
My friend John Street Capital has an excellent post up titled ‘Recurring Revenue: The Rise of an Asset Class‘. He does a great job explaining that… In a zero interest rate world, where tech & non-tech companies alike are pivoting their business models to subscription-based, it’s time for these assets to be treated & traded …
You Say Tequilla, I Say Tequilla..So Drink My Tequilla! Richard Betts Joins Me On ‘Panic With Friends’ To Talk Tequilla Komos And SuperBird
I don’t drink often, but when I do, I drink Tequilla. If I mix a drink it will be Tequilla with a little grapefruit juice. Seeing that it’s 2020 and anything goes, of course I am now an investor (personal angel) in a Tequilla brand. Even if you could care less about spirits, you will …
Momentum Monday – Rotation Rotation Rotation is The New Location Location Location
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 …