From: September 2014

Nike – Just Doing It!

Nike exploded to the upside Friday. Here is an amazing chart the Stocktwits team put together: THE $NKE NEW ALL-TIME HIGH. HERE'S A ROUGH HISTORY http://stks.co/h171e — StockTwits (@StockTwits) Sep. 26 at 12:50 PM My kids own the stock. I own the stock. My fund owns the stock. I have been bullish for years on …

Robinhood…The Future of Mobile Brokerage

Today Robinhood announced a $13 million round of capital. Here is some of the big coverage and details. Robinhood had their own blog post. CNN covered the funding with this celebrity investor mugshot that does not include me: Yes there are a few celebrity investors but the lead investor is Index a very large and …

Permanent Capital…a Money Manager’s Dream

In last weeks’ podcast I talked with Michael Parekh about the cautionary flags being waved by Bill Gurley, a top venture Capitalist at Benchmark. Michael Parekh has seen a few cycles as a Goldman Sachs partner who created their internet franchise. We ended the show talking about the Bill Ackman IPO (his permanent capital) and …

Internet Slowdown Day…

I live by ‘too small to fail’ since the crash of 2008. The internet has quickly become all about ‘Too Big to Fail’. Comcast, Verizon, AT&T, Time Warner… Unlike the banks, this new generation of ‘Too Big To Fail (TBTF)’ will not risk failing because they live by a different level of greed. It’s a …