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…
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…
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.…
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
It’s always worth paying attention to leaders and laggards 🙂
https://www.cbsnews.com/news/tesla-stock-price-up-short-sellers-lose-1-5-billion-in-single-day/
Equaled my best ever score on the par 3 this morning, good way to get a busy Thursday started.
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…
Everything is so easy with Amazon. I purchased a new laptop with a couple of clicks, now I have decided its not for me, so with a few more clicks I am returning it for a full refund, no questions asked. Whether you love them or hate them, Amazon just works, really really well.
I remember $CROX were a darling of the stockmarket when then first IPO’d, they went up 500%+ in the first eighteen months of trading, then they fell off a cliff & I thought they were dead. Crocs, if you aren’t aware, are those bright coloured plastic sandals with holes in that you used to see…
PeteStilgoe.com 