Toast & Vertical SaaSBack in November 2019 I wrote a quick and dirty memo evaluating an investment in Toast Inc. In light of the company’s recent successful IPO…Sep 23, 2021Sep 23, 2021
Stuck between a Rock and a Hard Place: The Federal Reserve, the US Gov, and InflationToday’s inflation numbers were the most severe we’ve seen in 30 years. Why is that concerning?Jul 14, 2021Jul 14, 2021
SoFi: Next Steps for the Original FinTech DarlingA closer look at Chamath Palihapitiya & Social Capital’s latest SPAC targetJan 7, 2021Jan 7, 2021