Happy Monday everyone. 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 $19.95. Click this link if you would like …
From: 2020
I Love Seeing My Friends Do Well…
I was doing my daily skim of Instagram yesterday and I saw that my friend Josh Brown had a feature story done on him and his partner Barry in Barron’s. Josh was thrilled because Barron’s is a weekly financial paper that everyone in the industry knows and respects. I’ve had Josh on my podcast. Barry …
Octahedron Capital Founder Ram Parameswaran Joins Me on Panic with Friends to Discuss Market Trends & Why Investing Should be Simple, Not Easy
I took a day off writing yesterday to mix things up. I am pooped. The markets keep flying, the Zoom calls are endless and I was busy in the studio with Knut making a bunch of podcasts to cover us during the holidays ahead. Onwards… Growth investing and ‘crossover’ investing are the two things on …
Individualism and The Unbundling of The Stock Market Indexes
For too many years I woke up to the same 6 stocks trending on Stocktwits … now each day is different. Imagination and creativity are back and the index unbundling is real. I have not quantified anything…yet…this is just something I see and feel watching the Stocktwits streams. But, I stumbled across this article yesterday …
The Killer B’s …Biotech and Bitcoin
Back in May, I shared that I was buying Taser ($AAXN) and more Bitcoin in this post ‘Zooming Out For A Couple Of Fresh Ideas‘. Both have done incredibly well, but Bitcoin better rising from $8,100 at the time to near $20,000 this morning. I have not sold either. In June, I thought 2020 might …
Rick Heitzmann of FirstMark Capital Joins Me on Panic with Friends to Discuss Public & Private Markets, VC Investing and the Anti-Portfolio
FirstMark Capital is a beast of a venture firm out of New York. I have become friendly with Rick Heitzmann over the years and he has always made time for me to ask questions and chat about the industry. I wanted to hear his takes on the markets, SPAC’s, venture investing and New York and …
Momentum Monday – Tempting The Selloff Gods
Happy Monday… 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 …
Mea Culpa’s, IPO’s and Proud Father
Happy Sunday everyone. What a freaking week for people that love following the markets. Congrats to all the employees and shareholders of Doordash and Airbnb. The IPO’s led to some incredible ‘mea culpa’ memes on Twitter as venture capitalists shared their emails ‘passing’ on the Airbnb investment. Brian Chesky (Airbnb CEO) shared 7 of them …
The Vaccine and Disney
It is exciting to know that the Pfizer vaccine has been approved. In the stock market, there was no clearer benefactor yesterday than Disney. Have a look at the breakout to all-time highs: It does not hurt that Disney+ is growing faster than GOD would have predicted: I got this Disney rebound wrong. I thought …
GGV Capital Managing Partner and Investor Glenn Solomon Joins Me on Panic with Friends to Discuss The Trillions Ahead Investing in the Software Industry
Before I get started…I butchered yesterday’s blog post and I think it is worth reading it with the right links so you can go back and read it here if you like. Yesterday Airbnb went public and today’s guest on the podcast Glenn Solomon – was an early investor. We do not dig too deep …