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September 01, 2020 1:28pm
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Sunday Reads…

Good morning everyone. I took the day off yesterday from the blog. I spent the last few days in Vegas at my friend Raoul Pal’s crypto event. I met some great people and also spent some time with my son Max. Max and I drove home from Vegas yesterday and the Vegas/Phoenix route has to be the worst large city to large city drive in America. I’m off for my long Sunday rider after posting this and I need it. Continue reading Sunday Reads… at Howard Lindzon.

Good morning everyone.

I took the day off yesterday from the blog. I spent the last few days in Vegas at my friend Raoul Pal’s crypto event.

I met some great people and also spent some time with my son Max. Max and I drove home from Vegas yesterday and the Vegas/Phoenix route has to be the worst large city to large city drive in America.

I’m off for my long Sunday rider after posting this and I need it.

As always, here are a few good reads from the week.

Packy McCormick writes about the Pareto Funtier describing Web 3.0.

It feels like the world of investing is full of mania’s right now and many seem to have topped out. Charlie describes ‘The Other Side Of Mania’s‘.

In 2017, I thought Apple was undervalued at $1 trillion. Today, we are pressing up against $3 trillion and the gains in market cap this year are bigger than almost every S&P 500 company including Berkshire. It is the largest position in my stock portfolio again from the rise this year and I did trim some on Friday.

I liked this post from Ben Thompson – The Amazon Empire Strikes Back.

I don’t follow the macro much but as inflation continues to make the front page of financial news it is impossible to ignore. My friend Ben Hunt has been yelling ‘inflation is here to stay’ for over a year and he had a good read about it again this week.

Have a great Sunday.

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