Went to Geneva to see my dad from July 29 to August 6th. Want to highlight a few things with pics below. Spent some time driving around with Bob and Lenny Pippen. Lenny is one of my dad’s partners on…
I started to write this to a newly married friend. He had asked last minute if he could have one of my Field Notes notebooks for his honeymoon. Unfortunately all I had was one I had already started, but I…
One of our online retailers is Wayfair. I was looking at their Q4 2017 10K and surprised their price is going down. Couple points: Undervalued compared to Amazon (compare market cap to annual sales). Amazon’s market cap is more than…
In 2016, Facebook announced they would shut down the BaaS company Parse, which they acquired less than 3 years earlier for $85 million. At the time that just did not make sense. In light of Mark Zuckerberg’s testimony to Congress…