"Age of Miracles" - TopPodcast.com

Latest Episodes:

Opendoor: The Amazon of Real Estate Sep 21, 2020

Show notes

Chamath took Opendoor public via SPAC last week. In this episode, we talk about why Opendoor is the Amazon of real estate, its advantages over Zillow, and its flywheel.

Original post here: https://notboring.substack.com/p/knock-knock-whos-there-opendoor

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MainStreet: Free Money for Startups Sep 17, 2020

Show notes

Today's Not Boring is all about a startups that sends other startups and SMBs free money: MainStreet. By getting you the tax credits and incentives that the government owes your company, MainStreet send companies $51k on average.

See how much you're owed and get paid at https://mainstreet.us/notboring

You can read the full post at https://notboring.substack.com/

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Zoom's Blank Check Sep 14, 2020

Show notes

This week, we're doing a Case Study on Zoom.

- Its numbers are on fire.

- Its stock is overvalued.

- It has no moats.

If you're CEO Eric Yuan, what do you do to increase long-term shareholder valuer?

Read the full essay and participate in the Case Study here: https://notboring.substack.com/p/zooms-blank-check

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Swaypay: Not Boring Investment Memo Sep 10, 2020

Show notes

Not Boring Investment Memos are deep dives into early stage companies that are raising money now. This week, we're talking about Swaypay, which gives shoppers discounts in exchange for using their social capital, or sway, to share products, all within the checkout flow. It takes money that would normally go to Google and Facebook and gives it back to regular people. I love that.

You can read the full post here:

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Masa Madness Sep 08, 2020

Show notes

A deep dive into SoftBank's history, the Vision Fund, and its new hedge fund, plus the bull, neutral, and bear cases.

Read the full essay here: https://notboring.substack.com/p/masa-madness-3cb

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Oze: Not Boring Investment. Memo Sep 03, 2020

Show notes

You can read out the original post here: https://notboring.substack.com/p/oze-not-boring-investment-memo

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Stripe: The Internet's Most Undervalued Company Aug 31, 2020

Show notes

This week, we dive into Stripe, and cover:

What it is.

Why Stripe is undervalued.

The Stripe bear case.

Stripe's underappreciated strategy.

Stripe's future.

Link to original post: https://notboring.substack.com/

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Tencent's Dreams Aug 24, 2020

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Tencent's investments in Epic, Snap, Spotify, and more put it in the best position to bring about, and profit from, the Metaverse.

Read the original essay here.

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Tencent: The Ultimate Outsider Aug 17, 2020

Show notes

Tencent is the most impressive company that Americans know the least about. In Part I of this two-part series, we go deep on Tencent's history, its core businesses, and its investment portfolio. We also explore how the company is the perfect implementation of William Thorndike's The Outsiders.

Link to original post here.

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Shopify and the Hard Thing About Easy Things Aug 10, 2020

Show notes

Shopify and a new wave of ecommerce infrastructure tools make it easier than ever to start a direct-to-consumer business, but it's harder than ever to stand out from the crowd. Michael Porter's Five Forces and his value chain concept explain why it's a great time to be an ecommerce platform, and a hard time to generate sustained profits as a DTC business.

You can read the full post here.

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