Good morning you lovely lovely people. Howard here…. I finally ordered an eightsleep mattress (the cover). I had the founder Matteo on my podcast last year. My partners Tom and Gary swear by it so it was time to get with it. Yesterday I did my first professional bike fitting. I have trusted a mirror, …
From: October 2022
Investing In Emerging Managers…Paying for Expertise… Getting Alpha, Passion, Focus and Expertise From Others …Swift Ventures and The AI/ML revolution
Social Leverage has been investing in emerging managers for a very long time but more formally this year. Some may call our firm Social Leverage an emerging manager but we are investing out of our fund 4, so I would not consider us emerging. I believe as technology accelerates and proliferates that an old financial …
Momentum Monday – The Downward Momentum Keeps Up.
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. Happy Monday. This …
Sunday Reads and Listens and Lectures and Beat LA
Good morning!!!! Before I get started…I’m doing some maintenance to my website this weekend and there is a potential for some internet access issues which would take site down for 24 hours. Onwards… Congrats to the Padres on beating LA which is all that seems to matter to people here in San Diego and I …
Apple Killed Growth And Caused Inflation
Good morning. Back in 2021 Apple put a stake in the growth of Facebook and it seemed like only Facebook cared. Facebook CEO Mark Zuckerberg has slammed Apple’s privacy change multiple times and, during Q3 results, stressed that the Cupertino-based company’s new privacy change will adversely affect small businesses. In April last year, Apple introduced …
Dave Finocchio, Founder of Bleacher Report and Co-Founder of The Cool Down on Building Enduring Media Companies
Panic with Friends – Investing for Profit and Joy I’m excited to have my new friend Dave Finocchio on the podcast. I met Dave on my golf trip to Ireland, and we hit it off immediately (at least I thought so). He stands out because he’s focused and insanely smart. He’s a founder of the …
Newsletters Don’t Stay Newsletters…
Good morning everyone… I really like this thought from Byrne Hobart that ‘Newsletters Don’t Stay Newsletters’… My daily newsletter, Stocktwits and my tweets have been a great way for Social Leverage to network with founders and source investments on the one hand, but I have also been exploring what else my newsletter might become or …
Good Sisters…Bad Sisters
My sisters Robyn and Fern came to visit us in Phoenix last week and it was fun (and loud) having everyone in the same house. We did a lot of hiking and eating and I have did a lifetime of the Kasrdashian’s on HULU. I will say that I would rather give my hard earned …
Momentum Monday – The Dead Sea Of Risk
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. I will open with a great summary riff on the health of the market from ‘Rotation Report‘… Stocks sold off Friday on news the …
Sunday Reads…Don’t Shoot The Messenger
Good morning… I have a bunch of great reads this week to share. Unfortunately, they are all pretty grim on the economy and markets. I share them today because the trend lower in stock prices seems to be gaining momentum and the authors are making sense. Josh Brown had a great titled ‘You Weren’t Supposed …