There’s a lot to talk about. A lot that is interesting.
A common theme that I think is becoming increasingly prevalent is the fungibility of technology. Not just software, but all of tech, including biotech, across all industries and aspects of life. What I mean is that technology is increasingly not its own confined domain, but something that is becoming foundational to everything that we do, to our future, and to our world.… Read the rest “Tidbits #38 – The Pastry AI That Can Detect Cancer”
Hi, friends. 👋🏻👋🏻
What a week! Not only were markets extremely volatile, many companies and industries continue to undergo fascinating change. Major change is coming in the media space if Snap, Twitter, and Spotify’s recent investor / product presentations were any indication. And beyond that…the boom in NFTs (non-fungible [crypto]tokens) is wild in its own right.
This and more below. 👇🏻👇🏻👇🏻
As always, thanks for making the time to read.… Read the rest “Tidbits #34”
Hello, hello. 👋🏻👋🏻
I usually start off each Tidbits with some overarching theme relative to what’s going on in the world in order to make sense of it all or themes that I believe people should spend more time thinking about…
But nothing I say can better encapsulate the disruptive (but rejuvenating?) chaos that is bubbling underneath all of society at the moment than Keith Gill’s (a.k.a.… Read the rest “Tidbits #33 – “I am not a cat””
Hi, friends. 👋🏻👋🏻
Hope you’re all enjoying the long weekend. If you have a significant other, hopefully you were able to do / enjoy something nice together for Valentine’s Day. For all my Asian readers, happy lunar new year! And for all my American readers, happy President’s Day!
As always, thanks for sharing a little bit of your time to hear what I have to say.… Read the rest “Tidbits #32 – The World Continues to Spin”
Hello, hello! 👋🏻 👋🏻
Thanks for reading.
A little longer than usual, but I hope you have as much fun reading it as I did writing it.
If you can’t get through all of it, please at least check out #20! It’s awesome. I guarantee it.
#1 Twitter Locks Out Chinese Embassy in U.S. Over Post on Uighurs
… Read the rest “Tidbits #30”
This is part of an on-going series exploring the “buy now, pay later” (BNPL) space.
This is Part 1.
Part 1 “Buy Now Pay Later” and What Might Be Coming Next discusses why BNPL adoption is likely to surprise to the upside…and why BNPL must ultimately merge with commerce to survive.
Part 2 “Buy Now, Pay Later” and the Coming “Closed Loop” discusses Square’s acquisition of Afterpay…and why BNPL is a credible threat to the current payment network landscape.… Read the rest ““Buy Now, Pay Later” and What Might Be Coming Next”
Here’s a selection of what I found most interesting recently. I started experimenting with some design changes in recent editions of Tidbits…the design changes don’t come through all that well via WordPress’ default email feature, and I’m not confident I will figure out a better alternative to the default email feature soon. May be better to read directly in the browser while I continue to experiment.… Read the rest “Tidbits #20 – Finish Line in Sight”
I sensed October was going to get really crazy, but it got crazy, faster than I thought. You know what I’m talking about. Since the whole world already knows what happened yesterday, I’m just going to skip mentioning the elephant in the room because you and I know I have no useful commentary to add there at all.
Let’s see how well I can take your mind off of that topic and onto other things.… Read the rest “Tidbits #16 – Skipping the Elephant in the Room”
In conjunction with the launch of the Paper Portfolio last August, Capital Flywheels published a deep dive on Sea.
This felt necessary not only because the Paper Portfolio launched with a (largest) 7% position in Sea but because Capital Flywheels had not seen a company as exciting and mis-priced as Sea since…Shopify in 2016, Apple in 2014, or Facebook in 2012.… Read the rest “Sea – Monster in the Making”
Fornite is officially a school sport:
Fortnite, one of the world’s most popular games, will now be an official high school sport and college sport, thanks to an LA-based startup called PlayVS.
The company has partnered with Epic Games to bring competitive league play to the collegiate and high school level. This also marks PlayVS’s entry into colleges and universities.
… Read the rest “Tidbits #3”
During November, the paper portfolio outperformed the S&P500 by 0.92%. This number, however, masks the underlying strength of the portfolio since ~40% of the value is still allocated to cash. The stock-only portion of the portfolio outperformed the S&P500 by 3.89% with significant strength across almost all holdings except for Uber, Match, and Activision Blizzard.
Despite significant strength across most of the stocks in the portfolio, all of them continue to look undervalued over a longer time horizon.… Read the rest “Paper Portfolio – December Update”
Today, Alibaba and Amazon are likely household names and for good reason. Both of them are giants straddling a number of industries and likely touch close to 2 billion consumers annually. Both of them also tend to be trendsetters that determine the evolution of markets / industries (or at least in thought).
While Alibaba and Amazon get most of the attention, there are other giants in the making that I think get less attention than they rightfully deserve.… Read the rest “Emerging E-commerce Franchises / Sea Limited”