Sep

06

NVIDIA: WHAT COULD GO WRONG?

Sep 6, 2021

13 min read

Sep

03

Razor's Edge- Sep 3rd

I'll be publishing these short updates for paid subscribers going forward with a focus on what I'

Sep 3, 2021

5 min read

Sep

02

Zoom, Peloton, and Covid Investing Indigestion

Sep 2, 2021

4 min read

Sep

01

Tapering The Taper Talk

Jackson Hole is this week and normally this would be a big deal, but it’s hard to imagine we

Sep 1, 2021

4 min read

Sep

01

Death of Covid Trade- (Feb 4-2020)

Death of Covid Trade I’ve been following this site tracker data wise/predictions. It’s very interesting. https://covid19-projections.

Sep 1, 2021

1 min read

Sep

01

Once Upon A Time in Tech(June 2019)

Part 1 - Software Mania high level Bessemer Emerging Cloud Index is up 470% since Aug. 2013 with 60% of

Sep 1, 2021

58 min read

Sep

01

Pagerduty Short to Long Thesis-Feb 2020

Sep 1, 2021

20 min read

Sep

01

The Covid Market-Oct 2020

Sep 1, 2021

11 min read

Sep

01

Twitter Two Page Thesis

Sep 1, 2021

Sep

01

Axie Infinity....

Axie Infinity- Is Play-To-Earn a New Paradigm or just another Pyramid scheme? Axie Infinity and blockchain play to earn NFT

Sep 1, 2021

13 min read