#16: Don't Get Blown Up: As Canadian author Danielle LaPorte says, “You don’t need to be burned out to go on hiatus.” Where I’ve been doesn’t matter. What matters is where we’re going. Game of Thrones took 595 days between Season 7’s 2017 Finale and Season 8’s April 2019 premiere. I’ve been gone since January. You’ve been fine.
Sept. 14, 2022, 4:29 p.m.
Company Deep Dive: PayPal: When PayPal spun-off from eBay in the summer of 2015, it wasn’t obvious that it would become a $350B mega-cap in six short years. At the time, Rebecca Borison reported on the spin-off for TheStreet. Of PayPal, she reported: ITG analyst Steven Weinstein is a little hesitant to get in on PayPal just yet, given the heated competition in the digital payments space. He thinks “there’s a lot of optimism already baked into the company’s outlook,” encouraging [investors] to “w
Jan. 14, 2022, 3:23 p.m.
#15: Let's Start the Year Off Right: Happy New Year and welcome back. It’s been some time. I listened to fellow Substacker, Thomas J Bevan, on Jim O’Shaughnessy’s Inifinite Loops podcast this week. Thomas talks about the spirit and importance of writing: I just think, at least for me anyway, if you have thoughts just circling your head, they effectively don’t exist… not doing anything. There’s something to do with the actual process of starting to write things down, either [from] your own though
Jan. 7, 2022, 4:27 p.m.
Company Deep Dive: DigitalOcean: No Memo this week! Instead, I’m excited to present my first Deep Dive of the summer. My last one, published in May, was on Dutch payments company, Adyen. Check it out here! This week, we’ve got cloud infrastructure company, DigitalOcean. I first came across DigitalOcean three years ago.
Aug. 27, 2021, 3:47 p.m.
Company Deep Dive: Adyen: Let me just start by saying I dig the payments space. What’s not to love? The picks and shovels of all modern economic activity. There’s a reason Stripe’s stated mission is “to increase the GDP of the internet.” With more emerging markets coming online, the developing world’s rising middle class, corporations’ revenues swelling, both consumer and business spending has never been more interesting.
May 12, 2021, 8:31 p.m.
