Google’s stock had a historic drop after AI search lagged classic search on monetization. Tom sees a buying opportunity in the business, just not one to chase on the first down day.
Google’s Stock Drop Looks Like a Buying Opportunity. Just Not Yet. Read More »
Kalshi, sportsbooks and casinos can be entertainment if you only risk what you can afford to lose. They aren’t a substitute for a real investment portfolio.
Kalshi and Sports Betting Aren’t Investing Read More »
One of the biggest red flags in private-market investing is a seller who promises SpaceX shares later but doesn’t currently own them. Verify ownership before you commit.
A SpaceX Deal Can Sound Real Without the Seller Owning a Single Share Read More »
The case in this short for SpaceX buying Tesla starts with the Optimus robots: machines that can build and work in space, around the clock, without air or water.
Why SpaceX Might Buy Tesla Read More »
Elon Musk gave SpaceX less than a 10% chance of success and still put his own money in. Conviction like that is worth examining in a sponsor, even if it doesn’t guarantee the outcome.
Would You Back a Founder Who Admits the Odds Are Against Them? Read More »
A prior Palantir investor at our Washington, D.C. luncheon said the Kraken discussion and the pre-IPO track record stood out, and that he plans to come back.
A Palantir Investor on Our Washington, D.C. Luncheon Read More »
Mark Cuban’s Shark Tank portfolio was underwater on cash for a stretch, then looked very different by the time he left the show. You don’t have to win on every startup.
Mark Cuban’s Shark Tank Record: Underwater, Then a Much Larger Portfolio Read More »
How much of their own money is the sponsor investing? That one question can change the valuation, the incentives and whether the deal is worth doing at all.
The Sponsor Question That Can Change How You See a Deal Read More »
Real estate depreciation can cut taxable income today, but it can also increase the tax you owe when you sell. The structure and the long-term consequences matter.
Pay No Taxes Sounds Simple Until You Read the Fine Print Read More »
SpaceX investors were told to be ready for a long wait, even 20 years, so the company could stay focused on a long-term mission instead of the next quarter.
Would You Invest in a Company That Might Stay Private for 20 Years? Read More »
