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What's Next for Bitcoin? Levels to Watch
February 23, 2021

What’s Next for Bitcoin? Levels to Watch


With many popular stay-at-home stocks pulling back on heavy volume and Bitcoin testing $50,000, investors are wondering what’s in store for the world’s most popular cryptocurrency.

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February 16, 2021

Pinterest and Snap Show V-Shaped Recovery; Cloudflare Guns for Zero-Trust


2020 earnings from ad-tech stocks have shown us that digital advertising has rebounded sharply from the pandemic recession lows. 

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February 4, 2021

Why SPACs are (Sometimes) Better than IPOs


SPACs offer retail investors the ability to invest early in a company’s life cycle. In the case of Snowflake, a company that went public via a traditional IPO, retail investors did not have this opportunity. By the time Snowflake debuted on the public markets, the share price had soared over 200% from its indicated opening price.

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January 26, 2021

The Crucial Difference Between Roku and Netflix


Last week, I posted an article exploring the difference between Roku and Netflix. In the article, I pointed out that because Netflix came in strong with the recent earn...

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January 26, 2021

Netflix And Roku Stock: The Crucial Difference


Netflix came in strong with the recent earnings and there is no reason to expect Roku will not also come in strong especially as Covid and stay-at-home orders have accelerated the shift towards Connected TV.

podcast-favorite-picks-2021-zoom-video-ipos-spacs
January 13, 2021

Podcast: My favorite picks for 2021, Zoom Video, and IPOs/SPACs


Earlier this month, I joined Jason Calacanis and Alex Wilhelm on “This Week in Startups.” We discussed the current state of the IPO market, Zoom’s pricing power, top st...

early bitcoin bull analysis
January 7, 2021

My Early Bitcoin Bull Analysis


I first recommended Bitcoin to my free newsletter readers in June of 2019. Although I was already a proponent of Bitcoin (enough even to attend conferences), I knew it ...

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January 5, 2021

FuboTV: Solid Positioning For Sports Betting


Our analysis starts with audience growth because this is the predominant key metric in media. We also discuss the financials including the forward guidance. Lastly, we discuss why live sports OTT is a unique opportunity and why we think FuboTV is positioned well for free-to-play fantasy games and sports betting.


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