Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Lessons after my 2022 Drawdown and Recovery
April 7, 2024, 8:20 p.m.
2022 Reflections
Jan. 13, 2023, 8:47 p.m.
Cardlytics – The Largest Advertising Platform You’ve Never Heard Of
Aug. 18, 2022, 8:02 p.m.
Olo: Building The Shopify For Restaurants
Feb. 5, 2022, 9:50 p.m.
GoodRx: Groupon or Google?
Sept. 2, 2021, 8 p.m.
Redfin Deep Dive
July 10, 2021, 8:12 p.m.
Newtopia - Livongo 2.0?
March 21, 2021, 8:01 p.m.
GoodRx: The Frontdoor to Healthcare
Nov. 22, 2020, 6:30 p.m.
Teladoc Health: Reshaping Healthcare
Oct. 21, 2020, 7:42 p.m.
GoHealth: An Undervalued Medicare Advantage Winner
Oct. 10, 2020, 6:29 p.m.
Portfolio Review - September 2020
Sept. 30, 2020, 8:58 p.m.
Agora: Democratizing Real-Time Engagement
Aug. 20, 2020, 4:52 p.m.
Teladoc and Livongo - A Merger That Will Reshape The Healthcare Industry
Aug. 8, 2020, 7:36 p.m.
My Story
July 26, 2020, 6:05 p.m.