Our third startup is emerging from stealth mode.
Inside Out 2 is great but streaming is the bigger story.
I'm buying 5 stocks this month.
The most overlooked name in autonomous driving.
Who has the right business model to survive?
We often confuse disruption with something that's more sustaining to existing businesses.
"Far more money has been lost by investors in preparing for corrections, or anticipating corrections, than has been lost in the corrections themselves." - Peter Lynch
Being profitable is better than being popular.
Uncertainty is our advantage.
Follow the money.
Streaming is playing out according to plan.
AI ads could unlock more cost effective creative for advertisers.
