Should You Believe Spotify's Daniel Ek?
On June 8th Spotify held an Investor Day, its first such event since the company became public through a direct listing four years ago....
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Apr 14, 20226 min read
Atlassian: Growing Ambition
“You don’t want to invest in growth companies, you want to invest in companies that are growing their ambition.” – Mike Cannon-Brookes...
Mar 21, 202210 min read
Why SaaS is Like Walmart
Software as a service (SaaS) companies are frequently misunderstood because they are investing for the long-term and don’t generate...
Jan 13, 20226 min read
Why Empire Building is Important
Why is empire building important?
Because it results in extreme outcomes. Consider the Mongolian Empire: “In twenty-five years...
Nov 19, 20217 min read
Roblox, the Coming Ad Titan
“In the next three to five years, every brand will have a Roblox strategy.”
Oct 12, 20218 min read
The BNPL Revolution
One of the largest BNPL companies, Affirm, became publicly traded earlier this year, and we became shareholders.
Aug 19, 202132 min read
Valuation, Portfolio Construction, and Lots of Companies
In this interview with John Rotonti of The Motley Fool, we really cover the waterfront. We talk about portfolio construction, valuation,...
Aug 11, 202124 min read
More Lemonade!
This week we are back with another conversation with my friend Ryan Reeves, this time on Lemonade ($LMND — we wrote a previous article...
Aug 4, 202124 min read
Shopify, Slack and more on the Investing City podcast
We go deep into a discussion on Shopify and Slack, the competitive landscape with other ecommerce and collaboration solutions, and more.
Jul 28, 202131 min read
Discovering Innovative Companies with Marcelo Lima
As investors, we must keep an open mind, but most people resist new ideas. How to keep that mental flexibility and learn new things?
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