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Vertical Future Series I - Rise of the “Forgotten” Industries
The Why Question: This past winter, a few friends and I spent the new year in New Mexico. We found ourselves stumbling upon a Pistachio Farm & Vineyard…
May 9, 2023
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April 2023
#58: Lemon8 & the Fragmentation of Search
04.23.2023
Apr 23, 2023
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#58: Lemon8 & the Fragmentation of Search
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March 2023
#57: Okta Update: Re-Examing Fundamentals after the Storm
03.26.2023
Mar 26, 2023
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#57: Okta Update: Re-Examing Fundamentals after the Storm
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#56: Recommendation Engine: The Catalyst or Inhibitor of Human Progression
03.19.23
Mar 19, 2023
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#56: Recommendation Engine: The Catalyst or Inhibitor of Human Progression
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February 2023
#55: Opendoor Earnings: No yet an inflection point, one step at a time
02.26.23
Feb 26, 2023
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#55: Opendoor Earnings: No yet an inflection point, one step at a time
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#54: Long Weekend Retro: The When and How of VC Timing
02.20.2023
Feb 20, 2023
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#54: Long Weekend Retro: The When and How of VC Timing
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#53: MSFT vs. GOOGL: Is it another AI hype or the iPhone moment in technology?
02.12.2023
Feb 12, 2023
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#53: MSFT vs. GOOGL: Is it another AI hype or the iPhone moment in technology?
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#52: BILL Earnings: Are We out of the Woods?
02/05/2023
Feb 5, 2023
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#52: BILL Earnings: Are We out of the Woods?
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January 2023
#51: MSFT Earnings: Continued Azure Decel
01/29/2023
Jan 29, 2023
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#50: China Reopen: This Time, For Real
01/22/2023
Jan 23, 2023
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#50: China Reopen: This Time, For Real
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#49: Shaking up the Media Empire: Disney's Proxy Fight
01/15/2023
Jan 15, 2023
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#49: Shaking up the Media Empire: Disney's Proxy Fight
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#48: Sailing into the Uncharted: Compounders Prediction on 2023
1.10.2023
Jan 10, 2023
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#48: Sailing into the Uncharted: Compounders Prediction on 2023
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