From: November 2018

The Agony and Joy of Product/Market Fit

As a seed stage investor, our fund is looking for great founders and teams to back that rarely have product/market fit. Today, it sounds like a no brainer that Robinhood, Kustomer, Narvar and Wag, explosive growth companies in our portfolio, have product/market fit, but at the time of investment there were no users or customers. …

What’s Your BEST Idea?

I love to do Twitter Q&A’s at least once a week. I take 15-30 minutes and let people ask me anything. It never fails that someone asks me: 1. My favorite stock (or 3 or 5 stocks) to hold forever 2. My favorite stock for the next year I never answer the question. I have …

Bohemian Rhapsody

Ellen and I went to see Bohemian Rhapsody and it was great. It was fun to see some of the backstories to the songs and the band. The final scenes of Queen playing the Live Aid concert were ridiculously real. Here is the original from Youtube: Millennials are so lucky to have YouTube, but I …

The Pause That Refreshes

I’m back home in Phoenix for the weekend and the kids are coming to see us too which is great. Ellen has been busy fixing up our Phoenix home and it looks great. We like modern, simple and clean and Al Beadle created amazing indoor/outdoor living spaces that are very compact and space efficient. I …

If I Could Turn Back Time

I have been home alone on Coronado with our dog Lindzee the last week. Time really slows down on Coronado. This morning I went out hoping to get in a long bike ride, but four miles in I had a double flat and just called an Uber to bring me home. Before the iPhone, Google …