Did you see how I did that?
There is a reason I am frank when iterating this message. I’ve seen this play out before. The changing of the guards if you will. A movement away from laptops and computers is happening on a global scale. Yes, you and I will always have our workstations with five boss Rick Ross oversized Sammy’s staring back at us. But we’re freaks, exceptions to the masses, and data synthesizers. But our children will never have to own a computer. They only need devices. And even our current devices will be short lived.
The fabric of human interaction is changing and it’s no longer some “Physics of the Future” dreaming by some college student who legged too deep into an LSD position. Humans are no longer chained to wires and heavy machines. The pads have become light and elegant. With the changing of the hardware comes a changing in the software. Remember getting your software in a fucking box, from BBY? How about getting an AOL disk mailed to you every week? I had hundreds of those. Yep that’s a dead model. Everything is on the interwebs. Now imagine all that storage space from disks and local drives going away. Where does it go? I’m not sure but RAX seems to have a pretty good handle on big data. If anyone’s going to innovate up to some space age storage shit I’ll wager it’s them.
Believe me, I know you’re all smart people and much of what I’m writing is old news, but it boils down to the core element driving my conviction. Put simply, the fabric is changing. Walls are tumbling down. Experts and their opinions are waning in importance. You’re only as good as your last communication, if you will. THIS IS FUCKING DISRUPTIVE. This is what ushers in the new millionaires and sends the stubborn to their final commode to shit away their final earth existence. Those who collaborate and improvise most effectively will prevail. Those words aren’t mine. They’re Darwin’s.
So what does it all mean? It means forget about getting on Stocktwits and talking (read bitching) about valuations and companies not making money and instead focus your attention on the disruption. Corporate pump and dump? Give me a fucking break. I’m the expert now, get it? And until it’s proven otherwise, until I start making lots of stupid investments and losing shit tons of coin here in the GODLY HALLS OF iBC (GHiBC) and on Twitter, I’m just as important a resource as Mike Moe running GSVC. The same goes for YELPaholics or addicted day TRIPpers. These normal, unsuspecting people drive traffic to businesses.
I’ll be the first to admit when I’m wrong. Like how I top ticked NFLX today, my worse trade of the week. Everything else has been tier one over @twosmuth. I look forward to the ride. Ride with me gents.
Social and tech I’m long, by weight: LNKD, GSVC, P, YELP, NFLX, Z, TRIP, UPS, ZNGA
I have 40% cash on hand because I got light into several earning calls. See how small that ZNGA position is? I want more, until I don’t. I also want more TRIP, Z, & P. I’ll be watching PCLN too. I’ll be adding to LNKD on dips. Fuck I want more Yelp too pal! However, I’ve gotten burned by not being all ferret like with my trades, so I must constantly prune and trim, prune and trim.
Rest well this weekend. Talk with people face-to-face. Plant an arborvitae. Pet a dog. These interactions are important and keep us human.Comments »