Tag snap

YouTube is Worth $500 Billion

Google is valued at $1.6 trillion dollars in market capitalization. YouTube accounts for at least a third of that. I’ve certainly been a YouTube bull since day 1. Back in 2006, right before Google plunked down $1.65 billion for the… Continue Reading →

The Market Transfers Wealth from Impatient to Patient

Three of my best performing bets started off as duds, until they broke through and outperformed the market. In the previous article, we looked at the main difference between the 1990 dot com bubble and today’s market. Fast Forward to… Continue Reading →

Will 2020s be Decade of Social eCommerce?

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 →

Breaking Down Each Video Platforms’ 2020 & What to Expect in 2021

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 →

What Snap Got Right in the Video Wars

For years creators were looking for a sustainable number two to counter YouTube’s dominance, is Snap here to stay or a mirage? In 2019 I attended the Snap partner summit. I left there and proceeded to buy shares in the… Continue Reading →

Introducing My Stock Portfolio

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, given my unique time horizon and… Continue Reading →

My Anti Stock Portfolio

As I get back into investing, I am inspired by VC firm’s Anti-Portfolio and sharing five companies I loved but whose stocks I never bought. You can jump to my current portfolio, but this article goes beyond “would’ve, could’ve, should’ve”… Continue Reading →

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