Tidbits #34

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 … Continue reading Tidbits #34

Tidbits #30

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. 🗺 Geopolitics #1 Twitter Locks Out Chinese Embassy in … Continue reading Tidbits #30

“Buy Now, Pay Later” and What Might Be Coming Next

Recent interest in the “buy now, pay later” (BNPL) space is rising to a fevered pitch. Investors are not only getting giddy over US-based BNPL player Affirm’s IPO filing and its strong growth…but investors have also been captivated by the strong performance of Australia-based BNPL player, Afterpay. Unlike other BNPL players, Afterpay has been public … Continue reading “Buy Now, Pay Later” and What Might Be Coming Next

Tidbits #3

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 … Continue reading Tidbits #3

Paper Portfolio – December Update

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. … Continue reading Paper Portfolio – December Update