Market Thoughts

8/26/2024 Market Thoughts

PayPal, Alibaba, Hims, Warby Parker, and more.

Aug 27, 2024 •

8/22/24 Thoughts on Financial Markets

A thread on some of my recent thoughts on financial markets.

Aug 22, 2024 •

Analog Is Cool Again

After 30 years of digitalization, some parts of our world are reverting.

Aug 15, 2024 •

Media Isn't Dead, It's Evolving.

Changing market conditions don't = dead markets.

Mar 19, 2024 •

What Are We Assuming?

Most conventional finance wisdom is built upon a series of assumptions.

Feb 19, 2024 •

The Creator Economy Isn't Dead

It just had the wrong definition.

Oct 31, 2023 •

Why Are Young People Rich and Miserable?

It's giving post-pandemic hangover

Oct 25, 2023 •

Magic Internet Money

A few thoughts on crypto in the wake of the Sam Bankman-Fried trial.

Oct 5, 2023 •

Everything You Can't Predict.

Trends are easy. The winners of those trends? Not so much.

Sep 20, 2023 •

Instacart's IPO and the Problem with "Series I's"

Private funding rounds forever was never a good idea.

Sep 18, 2023 •

The Cyclicality of Everything

This has probably happened before.

Sep 9, 2023 •

Margin of Safety

It's an attrition game.

Sep 4, 2023 •

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