I took the afternoon off Friday to play golf with some friends at Estancia. I have never played the course in the Scottsdale high desert. It was a gorgeous afternoon. I had one of the best rounds of my life shooting 74 woth 12 pars in a row and 16 pars overall. I did not miss a fairway. It only took me 55 years.

My partner at Compound Advisors is doing an updated series of posts of the companies in my 8 to 80 portfolio. This week was a deep dive into Netflix.

I thought this was a good read on TikTok (which cut a partnership deal this week with Shopify – another 8 to 80 company of mine) titled the sleeping e-commerce giant.

Google keeps shaking off the government anti-trust suit and had a good week despite the Nasdaq selloff. Ben Thomspon has a good piece titled ‘The United States vs. Google.

This piece titled ‘Facebook as a Gamer‘ was also a good read (Facebook is in my 8 to 8-0 portfolio).

Finally – Have a read of ‘The Bad Ideas report‘ from Ark Invest. You may not like what the technology leaders are doing or have become, but this report may keep you out of the trends that have ended and the companies that continue to ride them.

Have a great Saturday