On June 8th Spotify held an Investor Day, its first such event since the company became public through a direct listing four years ago....

“You don’t want to invest in growth companies, you want to invest in companies that are growing their ambition.” – Mike Cannon-Brookes...

Software as a service (SaaS) companies are frequently misunderstood because they are investing for the long-term and don’t generate...

Why is empire building important? Because it results in extreme outcomes. Consider the Mongolian Empire: “In twenty-five years...

“In the next three to five years, every brand will have a Roblox strategy.”

One of the largest BNPL companies, Affirm, became publicly traded earlier this year, and we became shareholders.

In this interview with John Rotonti of The Motley Fool, we really cover the waterfront. We talk about portfolio construction, valuation,...

This week we are back with another conversation with my friend Ryan Reeves, this time on Lemonade ($LMND — we wrote a previous article...

We go deep into a discussion on Shopify and Slack, the competitive landscape with other ecommerce and collaboration solutions, and more.

As investors, we must keep an open mind, but most people resist new ideas. How to keep that mental flexibility and learn new things?