All social shopping is live, but at risk of being philosophical is all live shopping social? This past Sunday, Brendan Gahan and I got on Clubhouse at 4pm EST (link) to discuss social video, social shopping, live eCommerce and much… Continue Reading →
Covid will do to TV/digital video revenues what the great recession did to newspaper/digital media: accelerate the shift. With Google and Snap reporting results, here’s a breakdown and summary of each major video platform: Google YouTube In 2020, for the… Continue Reading →
Did digital media’s hangover make it the perfect candidate for SPACs? Something must be in the air: Axios CNBC BusinessInsider and I suspect others as well, soon, are all publishing articles talking about the game of musical chairs in digital… Continue Reading →
SPACs were seen as financing of last resort, but have now gained credibility Privately-held companies sometimes achieve a liquidity event by way of a merger or acquisition. Otherwise, there are multiple paths to liquidity, namely: – IPO– Direct listing– SPACs…. Continue Reading →
“We’re greedy, but long-term greedy.” Gus Levy, Goldman Sachs. Greed is defined as wanting more than you have. In March 2018, a bunch of my friends and our spouses headed down to Florida to celebrate our 40th birthday. On the… Continue Reading →
What happened for me to turn from shorting a stock to going long? In My Anti-Portfolio article, I discussed how while completing my finance degree, Warren Buffett taught me that investors should: a) invest in companies they understand,b) back management… Continue Reading →
Yesterday we looked at how companies can avoid dying through innovation, risk-taking. Today we look at the method to the madness of our series of bold bets which paid off. In 2016, I was meeting with Time Inc. to explore… Continue Reading →
Cord cutting disrupted the business of sports. Betting has hit the sports landscape like a meteor at a time when a pandemic has already knocked it off its feet. Whenever I see so much run-up across so many stocks, I… Continue Reading →
In a surprising twist, I bought some shares in Warner Music Group, the company who brought me much joy as a consumer and more headaches as an entrepreneur. So apparently, while gaming took off during a pandemic, growth in music… Continue Reading →
Sony, Crackle, Pop! Disclaimer: Nothing here should be misconstrued as investing advice. I am NOT licensed to give any advice. These writings are intended as entertainment to put into context how a media entrepreneur and investor thinks, When Viacom bought Pluto… Continue Reading →
Airbnb is the poster child for the 2010s and apparently, 2020. In this article I break down why I added Airbnb to the Granicus stock portfolio. Disclaimer: Nothing here should be misconstrued as investing advice. I am NOT licensed to… Continue Reading →
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