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…
Last night I watched a movie that I find myself still thinking about it a day later. Shot Caller. Two compelling aspects of this movie. One, the device used of non-linear storytelling. Second, is the metamorphosis of the main character…
I just finished listening to episode 63, “Through The Valley: My Captivity in Vietnam” with Colonel William Reeder on The Jocko Podcast. Not ashamed to say that is not the first of Jocko’s podcasts that made me cry. These podcasts…
Below is my response to this letter from Pete Sessions. Keep in mind, he is up for re-election next March. Thank you for your response. Although you made some good points, I do not agree with the direction you and…