Graveyard
Not the best conditions playing golf with my dad this morning, but as he said “There’s plenty of people in the graveyard that would love to be playing golf in these conditions” And he’s certainly right.
Its official
Crocs are cool. We are in the middle of earnings season in the US, yesterday Apple & Facebook were some of the big names reporting (and beating). $CROX also reported (I blogged about their chart a few days ago here), they posted their highest-ever third quarter revenue, citing a another strong back to school season.…
Jeff sounds like a really unreliable employee
In an email newsletter today from Howard Lindzon he shared a good article on Twilio & their up and coming earnings. Like the author, $TWLO makes up one of the larger positions in my long term account. Twilio is an amazing company that has executed well on pretty much every metric, this paragraph made me…
Clogged
The meteoric rise of Ecommerce over the last 10 years has resulted in the streets of Manhattan hitting breaking point. More than 1.5 million packages a day are delivered to to the streets of New York City, thats a lot of daily packages for a population of less than 9 million. With NYC’s population shrinking…
IBD Stock Screener
I was going through my weekend routine yesterday which involves reviewing the IBD Big Picture for the end of week & the weekends IBD 50. On one of the pages there was reference to the new IBD Stock Screener, something I have never heard of but it sounded good. And it was, & it is.…
Crowdsourced hedge fund
Reading Exponential View this morning there is an interesting article about Numerai, a crowdsourced hedge fund made up of a network of data scientists around the world, combining their models to create a meta model. https://medium.com/numerai/achieving-meta-model-supremacy-atnumerai-9ca3abeef98a
Leaders and laggards
It’s always worth paying attention to leaders and laggards 🙂
Elon and on and on
https://www.cbsnews.com/news/tesla-stock-price-up-short-sellers-lose-1-5-billion-in-single-day/
Three over
Equaled my best ever score on the par 3 this morning, good way to get a busy Thursday started.
The Access Act
Interesting blog post from Fred Wilson this morning regarding a new legislation to try & open up the web services of large corps (large in this case meaning over 100mm monthly active users). The ACCESS Act has three main components that would apply to the largest tech platforms: Portability Interoperability Delegatability Would certainly be a…
PeteStilgoe.com 