Feb 2Thoughts on Short Term PerformanceWhen an investment is up 260% in less than two month like Carvana has been, that’s nothing more than an indication the market gross mis-priced the security and it is just re-evaluating it higher… or lower. I’ve been at this now for 20+ years and am also a student of…Investing2 min readInvesting2 min read
Jan 19Chat GPT vs GPT-3I have been playing around with OpenAI, and while I do think that its service is still behind Google’s own AI, it’s an incredible tool. This afternoon, I wanted to put ChatGPT up against OpenAI’s DaVinci GPT via its playground, which is the most powerful tool currently with API privileges. …Chatgpt3 min readChatgpt3 min read
Dec 8, 2022ChatGPT is so hot right now…OpenAI’s new Chat 3.0 is incredible. I’ve used it for the last 3 or 4 days and am officially scared and excited about the future applications. Would I pay the same rates as the company charges for some of its other products? No. Do I think it’s the only company…Chatgpt2 min readChatgpt2 min read
Nov 2, 2022META > $253BVR and AR are going to be here to stay in the next decade. The metaverse will likely replace interaction IRL. I don’t like the idea, it’s just going to be happening. 166 million people own corrective eyewear, which means that contacts and glasses will be embedded with the technology…Meta2 min readMeta2 min read
Oct 18, 2022Testing AI Writer ToolsPlaying around with two AI tools before trying out Jasper the unicorn startup. These tools were on AppSumo’s lifetime deal list, which is a good resource for anyone looking to build a business. The two programs are Texta.ai and Peppertype.ai. With Peppertype.ai there were more user inputs to navigate and…AI7 min readAI7 min read
Oct 12, 2022Hunger Games Life?To follow the new Twitter trend… I’ve watched 10,000 hours of YouTube Here’s what I’ve learned… Click that like button, subscribe, and hit the bell so you get notified every time your favorite creator(s) post some content. Maybe I’m completely in the matrix (as Andrew Tate would say) and have…Youtub1 min readYoutub1 min read
Oct 12, 2022FDX > $40bThe CEO told CNBC’s Jim Cramer that the economy is likely to enter a worldwide recession. He was one of the first Fortune 100 CEO’s to do so. Fast forward a couple of weeks and today the stock is down 23% — pushing the market cap down to around $40…Fedex1 min readFedex1 min read
Oct 7, 2022Capitalism isn’t what’s wrong in America, this is…Just saw this clip at 11pm and couldn’t help myself. I had to watch and get another dose of capitalism beatdown. Krystal is a well spoken journalist with strong opinions which make her an excellent on camera host. She unfortunately has no clue or decides not to check herself…Capitalism2 min readCapitalism2 min read
Aug 6, 2022Building Better AssetsI spent nearly 20 years analyzing and forecasting complex assets across the capital markets. Today, my work is focused on turning those insights into models for better business development. When I use the phrase building better assets what it really means is working to improve the quality, value, and impact…6 min read6 min read
Jul 28, 2022Guide to Buying the Right Stocks (for Humans)While investment analysis has been increasingly turned over to machines (scary thought) finding and buying stocks to beat the market (S&P 500) can still be done with a basic human brain. I wrote a simplified version here in 2018 that includes some resources to help you learn. The following is…7 min read7 min read
