From: 2019

The Attention War

The attention war is in full force. Netflix reported earnings tonight and a few things stood out to me: 1. Netflix called Fortnite (Tencent) a more formidable competitor than HBO. 2. The billions in cash they are spending 3. Their ability to raise prices. Until Disney launched a real competing product, Netflix can and should …

Rally Rd

I rarely write about a company or product two posts in a row, but Rally Rd breaks the mold today. They are a special company with dynamic founders and a creative team. Yesterday morning my partner Gary and I attended the Rally Rd board meeting in SOHO, NY. The Board meeting went well and the …

Rally Rd

Today, our portfolio company Rally Rd will be offering their most unique and pricey cars – a 1980 Lamborghini Countach Turbo – $127 per share, 1-of-2 ever made, first time its ever been available to the general public. Initial Offering: 1/17, 1pm ET. 🚨 '80 Lamborghini Countach Turbo *share reservations* Now Open! 🚨$127 per share, …

What If We Bottomed?

Last month in the heat of the crash/decline I shared a chart in a post titled ‘What Could Go Right‘. The markets bottomed 10 days later and we have had a great rally. Ryan pointed out something rare technically: The last time the McClellan Oscillator went from -80 (super oversold) to +80 (super overbought) within …