I took the afternoon off Friday to play golf with some friends at Estancia. I have never played the course in the Scottsdale high desert. It was a gorgeous afternoon. I had one of the best rounds of my life shooting 74 woth 12 pars in a row and 16 pars overall. I did not …

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Way back in 2017 I met Josh Luber the founder of StockX and become fascinated with the stock market for shoes. I wrote a couple of posts and they are worth revisiting as well as watching Josh’s Ted Talk. StockX has since exploded with growth and Josh has moved on to his next thing after …

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Jack Dorsey, the CEO of Twitter and Square seemed confused yesterday about the Holocaust and whether it happened. Jack…The Holocaust happened.

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I patiently waited for Chamath to clear his schedule to chat about investing, SPACs and community. It was a lot of fun and though we did not cover all the questions I had to ask, we left it open to future conversations. Chamath (follow him here on Twitter) is a fellow Canadian that snuck over …

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I learned so much from my ‘Panic’ with Josh Elman. Like most of my friends in the investing business, I don’t know the full backstories. When did they first geek out? What was their first job? Is there a big miss that haunts them? Josh answered all these for me. Josh has seen so much …

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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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Happy Sunday everyone. It has been a while since I had a long technology conversation with my friend Michael Porat. The last time was in 2017…I was actually at Chamath’s Social Capital Office for a meeting and met Michael for lunch (Chamath and I finally taped a conversation this week and I will post it …

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I like to keep things simple, including my portfolio. Over the years I have gravitated to owning companies and sectors whose products are needed, used, loved and trusted across the globe by people in every age group: from 8 to 80. No list or portfolio is perfect. I am constantly tinkering with my list and …

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There are so many new people getting my daily email and saying hello. It is nice to see and good to hear from you. Lately I have been getting the ‘How To Get Started Investing’ question. Here are a couple good posts I keep updated on the subject… How to get started on Stocktwits and …

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Fred Wilson has a good post titled ‘Setting Off On Your Own‘ which I did in 1997 to start my hedge fund and pivoted to my start up Wallstrip and angel investing in 2006. The pivot to Wallstrip and angel investing was inspired by YouTube and Vanguard. By 2005 I knew charging 2 and 20 …

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