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Weekly Update: 2/21/21
Bitcoin still bitcoining, Match Group, chips are the new oil, Farfetch & AMBUSH, Hayden Capital up 222% in 2020, Shopify, Ferrari, WildBrain investment…
Feb 21, 2021
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Weekly Update: 2/21/21
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Weekly Update: 2/14/21
BTC on the balance sheet, social media peaks, mistakes & memes, Farfetch's pandemic success, the qualitative margin of safety, Barry Diller, YOLO…
Feb 14, 2021
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Weekly Update: 2/14/21
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Weekly Update: 2/7/21
Amazon's new boss, musings from a "suit", commentary on PAR, KKR, ESTC, APPS, ROKU, NYT, NXGPY, FTCH and RICK, interviews w/ Ron Baron & Stan…
Feb 7, 2021
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Weekly Update: 2/7/21
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January 2021
Weekly Update: 1/31/21
What the hell is going on?
Jan 31, 2021
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Weekly Update: 1/31/21
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Weekly Update: 1/24/21
r/wallstreetbets is outperforming the pros, the intangible economy, Brooklyn Investor is back, "narrative investing," financial journalism and…
Jan 24, 2021
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Weekly Update: 1/24/21
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Weekly Update: 1/17/21
FANGM are value stocks, pockets of bubble behavior, Howard Marks dropped some fire, TSM earnings, Roku bullishness, Q4 investor letters, online dating …
Jan 17, 2021
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Weekly Update: 1/17/21
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Weekly Update: 1/10/21
Failed coups are bullish for stocks and crypto
Jan 10, 2021
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Weekly Update: 1/10/21
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Searching For Multibaggers
Intellicheck Inc. (IDN)
Jan 5, 2021
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Searching For Multibaggers
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Weekly Update: 1/3/21
US housing market and Seattle's tech scene prove resilient, 2020's biggest tech acquisitions, 2021 consumer trends, marketplaces year in review…
Jan 3, 2021
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Weekly Update: 1/3/21
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December 2020
Weekly Update: 12/27/20
Virtual kitchens, IAC spins off Vimeo, themes of the near future, Bitcoin is booming, platform companies, Q3 SaaS earnings, Peloton instructors as…
Dec 27, 2020
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Weekly Update: 12/27/20
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Weekly Update: 12/20/20
Moderna's vaccine, Microsoft to develop its own chips, streaming wars, Amazon grows its moat, Farfetch wants to be fashion's Netflix, Facebook's future…
Dec 20, 2020
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Weekly Update: 12/20/20
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Weekly Update: 12/13/20
Investors are hungry for tech IPOs
Dec 13, 2020
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Weekly Update: 12/13/20
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