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 5, 2024Nov 5, 2024
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
