Sunday Finds

Doximity, Procore CEO, and Fiverr

Catch-up on Our Shows From This Week:

• Doximity: Not So Deep Dive

• Bonus Interview: Procore CEO Tooey Courtemanche

• Deep Dive: Kris (From Growth to Value) Talks Fiverr

3 Good Reads:

• We Love Speculating on Transportation

• Is the Metaverse a Dystopian Nightmare?

• The Wrong Bet

1 Good Listen:

• The World According to a Maverick, Beach Biding Stock Picker

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Smart and Funny Tweets:

Tom Gardner @TomGardnerFool

In this game, you have only 1 option. Buy this stock & hold it for 29 years. Or don’t buy it at all. First 5 yrs: 10X Next 3 yrs: Zero return Next 4 yrs: 6X Next 2 yrs: - 82% Next 6 yrs: 9X Next 1 yr: - 33% Next 5 yrs: 3X Next 3 yrs: - 20% Final 2 yrs: 2.5X Which & why?

Mostly Borrowed Ideas @borrowed_ideas

1/ Thread: The Case for Optimism I started my weekend with this deeply intriguing piece by Kevin Kelly. I would like to leave my notes here because I know I want to remember and often remind myself many of the following quotes.

Willis Cap @willis_cap

Willis Cap @willis_cap

Choosing violence this morning https://t.co/9G6Iu4qXqc

Sean Peche @SeanPeche

1/ Why don’t you own Microsoft, It’s an amazing business? Their Return on Equity is over 42% I know, I wish we had held onto it longer, but it got too expensive for us Anyway that’s ok, I’m sure our clients all hold Microsoft via their other Passive and Active funds and so

Terminal Value @valueterminal

Rita Ora and Dua Lipa both sound like micro cap mining stocks

Morgan Housel @morganhousel

Sherlock Holmes on information overload. Imagine if he had Twitter.

Keubiko @Keubiko

$AMC shares outstanding. Don't tell the dingbats.

Michael Batnick @michaelbatnick

Meet the 97-year-old entrepreneur interested in cryptocurrency.

Sinstockpapi @sinstockpapi

What is your best idea (sub-$5B market cap)? Why can it 10-bag?