2 days agoBuilding Better AssetsI spent nearly 20 years analyzing and forecasting complex assets across the capital markets. Today, my work is focused on turning those insights into models for better business development. …6 min read
Jul 28Guide to Buying the Right Stocks (for Humans)While investment analysis has been increasingly turned over to machines (scary thought) finding and buying stocks to beat the market (S&P 500) can still be done with a basic human brain. I wrote a simplified version here in 2018 that includes some resources to help you learn. The following is…7 min read
Jul 27Fundamentals of Business MasteryAfter 40,000 hours of success in the financial markets, I found that most organizations have the same basic areas, even if they’re called different things. And, around these areas better capital allocation could result in a longer timeline for growth and larger bottom line profitability. The following playbook can help…Business6 min read
Jun 17The idea of crypto may survive.I’ve written a lot about cryptocurrency (still a misnomer) and you can read from the list below. Crypto Will Not Save The World The Crypto Adoption The Future is Decentralized? on Cryptocurrency (Original) on NFT’s It was a trillion dollar market until bitcoin and ethereum tanked. At one point, I…Bitcoin3 min read
Jun 15No Money Manager Wants This DealIn the finance world Warren Buffett stands alone. There are plenty of others that make investors money, but very few to the same extent and none as ethically long-term. When he started his investment partnership in the 1950’s he basically guaranteed a 4% return with the caveat his partners would…Warren Buffett1 min read
Jun 14Netflix > $75bNetflix has a market cap just under $75 billion and boasts more than 220 million users globally. Could it charge $20 a month for a subscription in the next 5 years? Still don’t know what the market will handle. The company’s current price hike has (along with inflation across the…Netflix2 min read
May 31Dollar Cost Average in PalantirPalantir offers transformational software for business and government use, both large a small. It’s the leader in terms of quality, value, and impact in my opinion. To that note, as with the rest of the market, it’s taken a hit, dropping below its IPO price. This isn’t an analysis into…Palantir2 min read
Dec 30, 2021NFT’sI am going 180º in the opposite direction than Gary Vaynerchuk and what seems like every other social media influencer on this one. NFT’s are all garbage. Just like sports cards. Does that mean people shouldn’t or won’t pay a lot of money for them? No. Too many people are…Crypto1 min read
Dec 22, 2021100 Square MilesElon Musk is making the rounds again after paying a record amount in taxes, but while I admire his intelligence, candor, and entrepreneurial vigor, his math seems a little fishy when it comes to solar power. …Energy3 min read
Nov 5, 2021Trading Squid GameDon’t do it. However, it seems like the pump and dump scheme produced two explosive wins. On the 26th of October the token was trading at $0.02 per. After a week of feverish trading, it had exploded in price to more than $600 on November 1st. The price then collapsed…Crypto2 min read