First off…happy fathers day. I am a lucky father with a great family. Everyone should be so lucky. Onwards… My meme investing post got a lot of feedback. It was mostly ‘this is the top’ or ‘this is a bubble’. My friend Chris Camillo had my favorite take though: Meme investing is a sickness that …

➔

I was as surprised as anyone to read Fred Wilson on ‘Meme Investing’ but here we go: More recently we have seen meme investing move into public market stocks like Gamestop, AMC Theaters, Wendy’s, and more. The community that drives these “meme stocks” is based in Reddit and the combined purchasing power of this community …

➔

I love watches. I bought them the old fashioned way for a very long time (retail store). Recently I was introduced to Justin Reis, the founder of Watchbox.com and he quickly explained his company and the industry. I was blown away. WatchBox is the world’s leading platform for the buying, selling, and trading of pre-owned …

➔

We are thrilled to announce the closing of our Social Leverage Capital Fund IV, LP, a $99M seed-stage fund focused on backing exceptional founders in the Fintech, Enterprise SaaS and Consumer space. Since our inception in 2009, we have been seed-stage investors in some of the world’s leading startups, including Robinhood, eToro, Kustomer and Manscaped …

➔

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 out. My sleep patterns …

➔

Quick note – Momentum Monday will be Tuesday this week. Onwards… I got into town the other night and headed over to my friend Kevin Wechter’s house who was throwing a post COVID birthday party for his wife. Kevin and I go way back. When we were 16. we were both in charge of the …

➔

I write when I wake to get my posts out by 6am PST and yesterday was the first time in ages I woke at 6-30. I doubt I had anything important to say and I must have needed the rest. I hit the road for Coronado yesterday and plan to be here for the summer. …

➔

I had never heard of this company $FIGS until their IPO but it is rather amazing. The most amazing stat to me is that this $5 billion DTC (direct to consumer) brand was built on Shopify. A LOT of companies call themselves platforms (this old Ben Thompson post is a great primer on platforms), but …

➔

I am still in New York working, but I continue to have my weekly ‘Panic With Friends’ podcast dropping every Thursday. A few weeks back, I sat with Jim Lanzone (CEO of Tinder) to discuss a couple of my favorite topics…media and attention. There are few executives who know more about the internet and these …

➔

I am still in New York. Yesterday was a fun full day of face to face meetings and dinner with good friends. Today I have the Stocktwits board meeting and it will be fun to do it from the Stocktwits HQ. Onwards… My friend Justin (JohnStCapital) penned a piece titled ‘FinTech 3.0 Re-Architecting Financial Market …

➔