Airbnb goes public today and might trade at $80-$100 billion. Doordash went pubic yesterday and doubled to trade at $60 billion. Remember $SNOW? The markets are paradise if work at these companies or are a friend of the bankers and/or company doling out the IPO shares. I joked on Stocktwits and Twitter that: In October, …

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I am really having fun watching the markets the last few months. My daily routine has been pretty simple since I stopped flying in late February… I wake up at 5-30 am pst, grab a coffee and open up Stocktwits to see what is trending. For years it was rather boring. Tesla, Microsoft, Netflix, Facebook, …

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I loved making this podcast with Ryan. On Twitter today, this podcasting tweet I clipped below went viral…which of course I had to answer along with Ramp Capital and 200,000 others… Talking about investing with a wide group of friends and acquaintances I respect has been great therapy for me in an absurd 2020. I …

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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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The term ‘Section 230‘ is being used a lot again these days. I get to say pretty much anything I want on the internet, so I have not paid much attention. I should be. Albert Wenger takes this subject very seriously. Albert is at Union Square Ventures and I went back to read some of …

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I am a big fan of Dave Chapelle. His latest piece of story telling gold is up on Instagram titled ‘Unforgiven’. Ben Thompson has the riff: “…one best not compete with Chappelle when it comes to story-telling; the way in which the comedian weaves together multiple stories from his childhood on up to the present …

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It’s December and I can’t really tell if this year moved really fast or really slow. Time seemed to stand still in March as we all locked down. But here we are in December and the stock market is acting like we are secretly running around and spending like never before. The year 2020 will …

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Ever since selling Wallstrip in 2006, I have tried to invest in a next generation stocks and markets companies that would democratize investing and investment research. In 2009, before Social Leverage started its first formal fund, Tom and I invested in YCharts. YCharts (founded in Chicago by Shawn Carpenter and led through acquisition by CEO …

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I am feeling old today because I invited my friend and great entrepreneur Brett Wilson on the podcast. I invested in Brett’s Company back in 2007, sight unseen after the first quick meeting. What followed was an incredible journey through a bunch of rounds, the financial crisis, a key acquisition, growth, an IPO and a …

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There are times when I struggle to write anything and there are times like right now, where I could write all day. It is harder for me when I am in the write all day mode because I have paper everywhere and 20 half written blog posts. Today, I have settled on Airbnb (ticker symbol …

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