Stocks & Market Themes
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The Irony of DraftKings as a Stock
DraftKings’ stock is up a whopping 35% this year, an irony not lost on those who…
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Boeing’s CEO: Wtf Were They Thinking?
I was recently reading about Boeing, and all of its latest troubles with its aircraft. Being…
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Weight Loss Drugs and Markets
I have always said that following markets gives you insight into important stories, as they develop,…
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Expensify – Value Investing in Tech
It’s fascinating to me to explore public markets in a post-covid, post-stimulus, post-SaaS mania sense. There…
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The Next “Energy Moment”
The last energy moment we had was when oil first spilled out of the ground. That…
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The Graveyard Indicator For Startups
I’ve been working in the tech sector my entire career and one often-discussed topic has been…
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The 1x One Quarter of Revenue List
Are you not entertained?! The bear market is raging with the Nasdaq down 30% in about…
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Okay, This is Getting Crazy
I just looked at a chart of the Russell 2000. This index shows 2000 small cap…
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Stef’s Super Spicy 25 🌶
I have been tweeting about the intense divergence between individual stocks and the broader indexes. What…
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Trading vs. Reality
I found myself reading about coffee futures this morning. I heard coffee futures hit a 7-year…
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