Tiger Global: A Crossover Collapse

Hello from Denver, Colorado!  I am out West for a conference and am having a blast. Two thoughts on Denver:  1. Red Rocks Amphitheater lives up to the hype 2. I have never seen so many one way streets in one city Alright, enough about me!  Showtime! Want to get these in your inbox to never…

Read More

FTX: Robinhood’s Savior?

Hey everyone! How was your 4th of July Weekend???  I spent Sunday with some old friends from college and childhood that I haven’t seen in way too long. It was electric. I am very happy I got this newsletter done on Friday as my head is still throbbing from the weekend. (Yes Mom. That is a hangover joke!).  Two housekeeping…

Read More

Invitae: Why am I a Believer?

Hey everyone! Good afternoon!  As we all get ready for our 4th of July weekends and stare the realities of inflation straight in the face, just remember that the Fed Reserve has our backs and everything is under control (sarcasm):  “I think we now better understand how little we understand about inflation.” -Fed Chair Jay…

Read More

Deel: An Acquisition From Down Under

Hey everyone! Over the weekend, I watched the movie “Margin Call.”  I definitely enjoyed it but could not stop thinking just how much better it could have been. The Big Short is much better!  Also – for those wondering, the second Invitae piece is dropping on Thursday! Get pumped.  Showtime! Want to get these in…

Read More

MoneyLion: Sitting Down With The CEO

Good Afternoon!  I cannot stop laughing at the absolute chaos going down in this clip from a little league baseball game.  I have watched the video many times & discover something new and hilarious every time!   Alright, time to get down to business.   Showtime! Want to get these in your inbox to never miss an edition? Subscribe to…

Read More

Invitae: Who They Left Behind

Hey everyone! Congratulations to Matthew Fitzpatrick on winning the US Open!  One of the best storylines from Matt’s win was that his caddy Billy Foster finally won his first major after 40 years in the business, carrying bags for some of the best golfers along the way.  Showtime! (Or I guess meme time!) Billy’s reaction…

Read More