Sunday Finds

Grow Generation and Airbnb

Catch-up on Our Shows From This Week:

• Alex Morris Discusses Airbnb

• Grow Generation: Not So Deep Dive

3 Good Reads:

• Olo Deep Dive (From our contributor Brad Freeman!)

• Court Rules in Apple vs. Epic Case

• The Panic of 1819

1 Good Listen:

• A three-hour history of Taiwan Semiconductor

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Smart and Funny Tweets:

Trung Phan 🇨🇦 @TrungTPhan

When a startup claims it has “AI” or “ML” and then you take a look at the actual tech

Ramneek Kundra @iramneek

In Fintwit’s Defence

Mostly Borrowed Ideas @borrowed_ideas

1/ Thread: Investing only in bull markets I started investing in 2013. Not in the US, but in Bangladesh. Bangladesh market reached a stratospheric level in 2010 which is yet to be crossed after 11 years. The index is still ~20% below 2010 peak.

Kyla Scanlon @kylascan

The SEC and Coinbase 🥲

Nick @NickatFP

Wait a minute are you saying my favorite celebs may not be genuinely interested in and acquiring cryptocurrency, this is the biggest scandal since jordan peterson tricked me into an all raw beef diet

Alex Morris (TSOH Investment Research) @TSOH_Investing

Five things I learned researching Airbnb 1/ In 2007, a large conference came to San Francisco, leaving most hotels sold out. Airbnb’s co-founders, looking for a way to pay the bills, created a website to “rent” air mattresses on their apt floor – and with that, ABNB was born.