No place like home – A look into Zillow (NYSE:ZG)
Analysis of Zillow – its business model and financials. Required reading for Product Managers
Category: stock
Adventures in wrongness
How I was wrong on COVID-19 and what I learned from that experience
Investor psychology in times of crisis | Lessons learned
“Fearful when others are greedy and greedy when others are fearful.” – Warren Buffet The last week has been an interesting view on my own psychology, on how all the best-made plans aren’t worth anything if you don’t have conviction and resolve. Fintwit talked about keeping a trading diary and here is my attempt to […]
Fear and loathing on Wall Street
Warning: Stream of consciousness follows! This week has been wild in the markets and I wanted to put my thoughts on paper and #timestamp my thinking. Standard disclaimer applies; none of this should be taken as investment advice! RIP good times again? Sequoia published version 2.0 of its RIP good times memo, catchily titled Coronavirus […]
Bubble watch?
Short post this week, heard an interesting quote attributed to Scott McNealy on the odd lots podcast this week. On a side note – do listen to this week’s episode with John Hempton, he is one of the sharpest short sellers on the planet. Onwards to the quote
Millennials, do financial service providers think you are dumb?
Betterment the Roboadvisor had an interesting product announcement – called Smart Saver. I was pretty psyched – was it a deposit account? Are they getting into the bank game?
Always look forward
Hey Dhruv, I know daddy has been remiss in writing these notes regularly. Daddy took a new gig at a startup and things are hectic. Daddy’s loving it though, its a fun ride! Daddy wants to talk today about a movie by Woody Allen called “Midnight in Paris”. The central character in this movie (played […]
Apple’s recent 10Q Buzzfeed style
Monetary musings goes listicle, buzzfeed style. My good friend Sidd Singh has a post on his blog on why he is long AAPL, which got me thinking, what does the 10Q say? I’m bearish by nature so there is a downward bias :), bear with me! Here are the 6 things that are interesting questions for […]
Crappy Financial Reporting
I’m minding my own business and come across this video on Yahoo finance titled “FB to miss whisper number”. I’m long FB so I naturally want to hear this. I watch the video, all 3 minutes of it. I start laughing hysterically! I’ll explain in a bit. First watch the video here (Sorry can’t embed, […]
Looks like a bubble, feels like a bubble
Picture speaks a thousand words UPDATE 12:00 Noon PST. AND DROP LIKE DUBSTEP Via Business Insider