I’m sitting at my desk, sipping on black coffee and taking notes as my phone is connected to my living room speakers where Constellation Brands earnings call is going on. It’s days like this that working for myself is worth it. I can sit back, eat toast and drink coffee, update the investment spreadsheets with […]
Recent Posts
Elon Musk vs. the SEC (how we got here)
I was a Tesla shareholder from 2012 until August 2017. My reasons for selling were very simple: I loved the company because they made great cars that combined technological futurism, environmental safety and performance. Insane, Apple level great, cars. But over the years, I had seen the CEO wreck the balance sheet by piling on […]
Company Profile: Tandem Diabetes Care (TNDM)
Meet Tandem Diabetes Care Business: Diabetes Care | HQ: San Diego, CA | Market Cap: $2.8 billion | CEO: Kim Blickenstaff | Revenue: $129 million | Net Income: -$73 m I’m hoping that none of my readers actually have diabetes, but we all have at least heard of the disease. It’s a condition that makes […]
Nike May Lose the Battle, But They’re Winning the War
Yesterday, Nike revealed the new campaign marking the 30th anniversary of their “Just Do It” marketing slogan, with NFL player Colin Kaepernick as the face of it. The Internets, understandably, went to shits. For one side of the culture, the campaign was a massive hit and a salute to American athletes who have been taking […]
There Was A Country: Book Review + Thoughts on Biafra
I bought Chinua Achebe’s Memoir, There Was A Country sometime last year, back when it was generating a lot of discussion on social media but I never really made a serious effort to read it until now. I love Chinua Achebe as a story teller, and I definitely loved this book. It is heavily political, as you […]
Investment Club FAQs
Hi guys, We’ve gotten a lot of questions from interested parties about the investment club we started running some months ago. We could have had an information web page up around now but we’re trying to do most of the work to set the website up to handle databases and simple queries so that we […]
Apple Hits $1TRILLION
It finally happened. Apple Inc. became the first company to hit a trillion dollar market capitalization ever in the history of everything. This is a legendary moment. From the days when Apple was almost going under, to the re-emergence of Steve Jobs and the creation of the iPhone, this is one of the most remarkable […]
