PinnedThe Case for Investing NowTL;DR — There’s a good chance we’ve already seen the bottom. Regardless, you should start investing now.Apr 11, 2020Apr 11, 2020
2024 Election Thoughts — The Case for a Trump VictoryNote: The post below reflects my prediction for the 2024 election and does not represent my own political beliefs or the views of my…Nov 5Nov 5
Buy Travel, Sell Tech for Q3New COVID cases have peaked, and tech multiples are higher than everJul 29, 2020Jul 29, 2020
Why I’m Buying Match Group (MTCH)TL;DR — They own 5 of the 7 most popular dating apps in the US, including Tinder and Hinge, and they’re just getting started.Apr 30, 2020Apr 30, 2020
Evaluating Square (SQ)TL;DR — Square’s Cash App has strong growth potential. However, Square’s eroding unit economics should create caution for investors.Apr 20, 2020Apr 20, 2020
Why I’m Buying Microsoft (MSFT)TL;DR — The Most Well-Diversified Company in the World, with a World-Class CEO, Leads the Charge in the Age of DataApr 20, 2020Apr 20, 2020
Predicting The COVID-19 Impact on Enterprise SoftwareTL;DR — Virtual desktops (Citrix, VMWare) and Platform Vendors (Palo Alto Networks, Fortinet) look like attractive playsApr 19, 2020Apr 19, 2020
The Lottery Ticket Approach to InvestingTL;DR — Here’s a way to 2x — 3x your money in 2–3 years.Apr 8, 2020Apr 8, 2020
