Sep 4, 2023
This is a name I have watched from afar continue to beat my own expectations time and time again.
I have told myself, "It's too expensive" more times than I would like to admit without doing any real digging but after a deeper dive the success is obvious. They have continued to execute a sound strategy that has not only...
Aug 11, 2023
A jam-packed episode and I got three topics on deck for you.
1) Controlling emotions during price declines
2) Talking about Frontier and what is the more important variable for the name, the growth in fiber subscribers or the need for the company to rely on the debt markets to get to their destination.
Read the blog...
Jul 30, 2023
I am back behind the mic with a bit of an update after vacation. I look back on the past 6 months and talk about why podcasting will have more of a space on the blog in the future, I hope you enjoy it!
Dec 20, 2022
In this episode, I go over my thoughts on the idea of averaging down into an idea. Plus at around the 30 min mark, I go into a rough dive on Boot Barn, $BOOT, a western fashion-focused retailer that has seen some serious growth over the past two years. In the end, I don't think I'll be doing a deep dive on this one but...
Jun 4, 2022
I have had $SHOP in the back of my head for a few years. It started when I launched a T-Shirt business in school and used Shopify to power the store.
We shut it down 4 months later but not before making enough profit to pay for a few weekends. What I should have done was take the profits and bought $SHOP when it was $90...