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Weekly Roundup
Howdy folks, We’ve got a lot to cover in today’s edition. The first thing I’d like to showcase is two charts: one illustrating the performance of the…
Apr 10, 2022
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March 2022
Weekly Roundup
Howdy Friends! This week was an interesting one in the stock market. Some economists think that we have reached a bottom, while others are pounding the…
Mar 19, 2022
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February 2022
Weekly Rounup
Last week was a bit slower. I published two articles, one on Roblox and one on Nvidia. I have a few items in backlog that I’ll highlight below too…
Feb 28, 2022
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Weekly Roundup
All, I hope this note finds you well. It has been quite some time since I’ve distributed a newsletter. As some of you are aware, I earned a position as…
Feb 20, 2022
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January 2022
2022 Predictions
I thought that it would be fun to make a list of predictions for 2022. The post is broken down into three categories: capital markets, sports …
Jan 4, 2022
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2022 Predictions
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November 2021
Is Google The Greatest Growth Story of the Generation?
I recently listened to episode 53 of the All-In Podcast. During the episode Chamath Palihapitiya and David Friedberg were discussing why they were so…
Nov 15, 2021
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Is Google The Greatest Growth Story of the Generation?
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October 2021
Vertiv Deep Dive
The Plumbing of the IT Industry
Oct 27, 2021
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Vertiv Deep Dive
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Facebook Deep Dive
Next Stop...$1 Trillion 🚀
Oct 26, 2021
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Facebook Deep Dive
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Matterport Deep Dive
Digitization and datafication of the built world
Oct 19, 2021
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Matterport Deep Dive
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Coinbase Deep Dive
Are You Ready for the Cryptoeconomy?
Oct 15, 2021
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Coinbase Deep Dive
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SoFi Deep Dive
Hypergrowth Fintech Ecosystem
Oct 13, 2021
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SoFi Deep Dive
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Are Collectibles Here To Stay?
Masterworks raises $110 Million Series A and reaches Unicorn status
Oct 6, 2021
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Are Collectibles Here To Stay?
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