Good morning everyone. I wake up every morning and I check the trending bar on Stocktwits. Yes, it’s sad, but habits are habits and it’s better for me at age 56 than eating a bowl of Lucky Charms. Yesterday I saw Twitter trending and that Jack Dorsey was ‘stepping down’ which meant that Eliot Management …
From: November 2021
Momentum Monday….Well Hello Mr. $VIX
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 to try it out. …
Sunday Reads….The Age of Funcertainty and The Art of Doom and Gloom
Happy Sunday… I am headed on a 50 miler this morning so let’s get to the links. Today I have a wide variety of articles. First up…Josh Brown with ‘The Age of Funcertainty‘. Not to be a party pooper, but Paul Singer the king of Doomsday investing is profiled here. Shortseller Jim Chanos has a …
Rally Rd …Real Time Trading and The Constitution
I don’t generally cover our portfolio companies as often as this week, but the progress in our portfolio and at Rally Rd. has been staggering. From the day we invested I have been waiting for ‘real time trading‘ and now they have launched it. This is no small feat as this has all been approved …
The Multicoin Year… and Experts From A World That No Longer Exists
I hope everyone had a great thanksgiving. I got my third shot on Wednesday eve (Pfizer) because I am headed to mingle with the natives in Miami next week. It has knocked me on my ass, but I think it should pass today. I will be in Miami for the Multicoin Capital conference and I …
Roy Erez/Roy Rubin of R-Squared Ventures on How they Think about Investing, Networking, and the Future (EP.177)
What’s better than one Roy? Two! I’ve got Roy Erez and Roy Rubin from R-Squared Ventures on the show today. The two have teamed up to invest in Fintech, Enterprise/SMB SaaS, Marketplaces, and Digital Commerce. They’ve both founded, ran, scaled, and sold businesses where they stayed on as corporate executives post acquisition. As angels, they’ve …
WatchBox Raises $165 Million …Inflation is Good?
In June, I had Justin Reis, founder and CEO of Watchbox on my on my ‘Panic’ podcast. You can read and listen here. WatchBox is the world’s leading platform for the buying, selling, and trading of pre-owned luxury watches, with offices in the U.S., Hong Kong, Switzerland, Singapore, and Dubai. The luxury watch industry is …
Manscaped …Grooming Balls Since 2017 and Zooming Towards A Public Market Debut
I’m very excited to read/see/hear that Manscaped will be going public via a SPAC. Bloomberg has the details. You can watch CEO Paul Trans live on CNBC this morning at 12:15 pm EST. Paul is an in incredible founder, product person, entrepreneur and marketer. He started the business in San Diego and we are really …
Momentum Monday – Venture Bubble? More Fang Please and NEVER Stop Looking for Relative Strength
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 to try it out. …
Sunday Reads and Listens…To Be A Gamer
I wish I was a gamer. When I was a kid I played Risk but that was a board game and nobody plays board games anymore. I do love this episode of Seinfled where Kramer and Newman were having an epic game of Risk. Not being a gamer has kept me out of some big …