One of the most difficult decisions to make in life is to know, after an extended period of time, which has become habit and comfortable, when to walk away. This concept of when to drive through the difficult moments and stay in a situation, even though it's difficult, and when to walk away because it's not healthy, or a disagreement due to ethics, principle, or a separate reason applies to any difficult decision that puts me at a fork in the road of life. The obvious easy way is to stay and the harder way is to leave. It's taken me more than half my life to learn, that my heart typically has the answer. What I've found is that after making that hard decision, what I initially feel is fear, loss, and sadness. Very quickly though, after those feelings pass, I feel lightness, happiness, and a sense of relief and renewal. For me, this means growth, and I find that once a situation is pulling on me to stay because leaving is scary with uncertainty of what lies ahead behind that closed door,, it's time to open it up and walk through. Usually, its bright on the other side.
Thursday, June 7, 2018
Friday, June 1, 2018
I've owned MDGL at 52 or 53 a few months ago when I bought it recognizing a potential breakout. I made 110% on this NASH drug company after reading about the impressive team. I sold it a few days ago on technical weakness. ouch to me. When I open my account and see that its +140% this morning. The market is so humbling when something like this happens. The beat we can do is to try to take a lesson from this.
Thursday, May 31, 2018
I just love companies that have built up a rock-solid brand, have struggled, and then reinvent themselves. The underlying support for the company, once they "figure it out", is what makes 5 to 10 baggers or more. Think Amazon, Netflix, Apple. I believe Twitter belongs in this category and the time to buy is now.
Not only do the technicals look very strong, but the company has turned profitable, growing revenues and earnings for the past 2 to 3 quarters, AND, they've reinvented themselves and have diversified their sources of revenue.
With 336 million monthly active users, this company is set up for multi-year equity gains.
I was talking with my cousin about this one yesterday, and he suggested buying a large position at market, but also buying some downside puts about a month out. I bought the 31 puts and he bought the 31.5 puts. The 31s cost me only 23c per contract. The stock was up 53c yesterday when I bought the puts. My rationale is that these puts are very inexpensive given the fact that the stock could rise by 50c or more in a day. The 23c you give up for calamity, worst case insurance is well worth it.
Odds are good that the stock will continue to rise as the company continues to figure things out, and potentially continues to diversify its revenue stream on the back of its 336 million MAUs.
This is a good one, in my opinion for all of these reasons.
Friday, May 18, 2018
StreamR - this is definitely at the top of my list. Developing ways on the blockchain to monetize the data around us while allowing individuals and companies to own and control their own data. This is kind of like a cross between Internet of Things and big data - very excited with workable product.
Dala coin - democratizing money transfer in developing nations - now in 7 African countries - workable product.
cprop.io - real estate on the blockchain
oilcoin - crypto backed by oil reserves
ruuvi - bluetooth enabled device to monitor and distribute environmental data like temperature, humidity, activity, etc. They are working with StreamR
Siglo - blockchain to democratize money transferability and decrease impediments in emerging markets
Others, I'm either currently invested in or have an interest in investing:
I attended Consensys NY this week and it was one of the most attended conferences I've EVER been to, let alone in the blockchain space. There were lots of interesting technologies, some I had known about prior to attending, and others that were entirely new and thought-provoking.
I'm typically looking for technologies or companies that:
1) have an alpha or beta early workable product or at least a value proposition and clear path of getting there. I don't invest on concept alone. If there is no product, then the team has to be able to show they've created a similar product,
2) have an interesting concept with a clear path to a direct value add to increase efficiency of an ecosystem,
3) have an excellent technical team with some idea of the underlying business proposition or go to market, even if distant into the future. I'd like to see a semblance of a plan on how to monetize,
4) though not a necessity, its a huge bonus if this disruptive technology or business already has paying clients and/or users,
5) a community using or "vouching" for the product,
6) be in a space or category that I believe in and can easily integrate into my own evolving value system.
7) an investor base that I can understand - yes, I do like following money that's smarter than my own! Its a great way to learn, in addition to increasing probability for successful outcomes.
I believe by investing in businesses and technologies that I enjoy using, consuming and living in, that great synergistic advantages will come to those technologies and businesses as well as for my own growth.
I intentionally stay away from businesses and people who are not in accordance with my core belief system (examples of these types of companies that I WILL NOT INVEST in currently are oil producers or refiners, tobacco, guns or ammunition manufacturing or distribution.
I'm currently interested in learning more about and am currently investing in: disruptive technology, genetic research and analysis, epigenetics, alternative energy, electric automobiles, U.S. traditional manufacturing, specifically U.S. Automobiles, microprocessors, hardware and software, alternative medicine.
Thursday, January 4, 2018
Here is a pre-algebra lesson plan I thought up. The lesson plan is designed for 7th graders and uses the kids, themselves, in the plan. Each student gets a shirt with, =, +, -, *, x, a, c, 1,2,3,4,5,6,7,8,9,0, etc. printed on the shirt - all those characters that are in basic equations. So, if the equation is 2x-3=5, then John (2) stands next to Jenny (x), who stands next to Mike (-) who stands next to Anne (3) who stands next to Jill (=) who stands next to Robbie (5) - those kids face the class, all the others are in their seats waiting to be included in the next equation. Those kids say which kids need to move to the other side of the equals sign. After this exercise is done for a full period or two days, the kids are told they are not allowed to talk about the project in person and any questions or thoughts are recorded in a chatroom, shared document, where the students can talk freely amongst themselves about what all this meant - the silliness, yet hopefully answers to many questions about this abstract topic for 7th graders. Here are my original thoughts recorded in audio in a 5 minute clip.
Thursday, December 21, 2017
Tuesday, December 19, 2017
I'm 49 years old now. Dropping my daughter at mma class tonight, she and I were chit chatting about some silly ole thing as we do from time to time, and my mind flashed back to when I was about 3 or 4 years old. I was with my two older brothers visiting my papa and gramma in Chicago where they lived prior to moving down to be with us in Florida several years later. Then, during this visit, it was my Papa's turn to play his silly card, as he was teaching my bros and I poker. Seemed like a pretty boring game, if you asked this 4 year old, that is, until my Papa livened things up for me. "Joey, Yussela!" as he so endearingly would call me. "You'll like this part." In hindsight, he liked that line and used it to keep my attention on several other occasions. Working on a crossword puzzle at the kitchen table, "Yussela, I've got one for ya. You'll know the answer to this one."
But in this poker game, he said, "When we deal the last card of poker, we say, 'Down and Dirty!!!" "Like this, Papa?!" as squealed as loud as I could, Down and Dirty!" slapping my hand hard down on the rug. He laughed roaringly, as I continued to perform for him with my "Down and Dirty!" antics, over and over as he laughed each and every time. He and I never tired of this game of Papa and Yussela love exchange. Down and Dirty!
Where does the child end and adult begin in this back and forth. As I remember that childish day of play and how I am the silly daddy to my teen age kids, their embarassment at times, and their acceptance at other times. As I move through time and space and reflect on where I am today, where I came from and where, I, in such a short time will be, I am grateful for the many moments of laughter that was and is to come.