There are two conflicting drivers of my thinking right now: The notion that I should be conservative in cutting my losses on stocks that are losing money; and the fact that all of my largest mistakes have been made in selling stocks far too early. Yes, I’ve lost plenty of money in speculations or […]
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Friday File: Sea, GAN, Keysight and some (possibly) big IIPR news
Friday File: A New Cyclical Buy
Adding a distributor to the Real Money Portfolio, plus a few more buys and sells, thoughts on Lemonade, Intuitive Surgical, Pershing Square and many more...
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Gnosis is a platform for predictions whereas in the final call there are talking about a online payment processor like s...
Stripe is the ultimate prize, it's hard to imagine the internet working without them at this point -- but with the recen...
It would be a tough sell for Stripe or a really high profile company — the advantage is speed and control, you get to ...
Thanks Travis. Just on the pershing square spac what would be the advantage of a company like Stripe partnering up with ...
Good question, I don’t know how those fee structures work — as a vendor myself, I know some charge a flat % (like St...
Thanks Travis and happy new year, its good to be able to read a balanced view again (which seems in short supply in a l...
There are a lot of connections between Stripe employees following Ackman and Yolo Capital Management. Yolo basically sa...
Heard rumors that stripe could be the psth unicorn. I have a position. Often time, rumors tend to be true ....
This post is eerily prescient.I was literally just readiing about Billionaire Billy Ackman and "Moneyball" star Billy ...
This post is eerily prescient.I was literally just readiing about Billionaire Billy Ackman and "Moneyball" star Billy ...