Categories
Daily

Zoom, slack, and uncertainty

Zoom was for a long time part of my remote ETF, I sold it too soon because of the security issues (up 200%). Big mistake, for us as a remote company, it is still one of our most important apps. OM wrote a great article on why he is thankful for zoom, great read: So, […]

Categories
The Bell

Bitcoin & Semiconductors

Don’t Make Bitcoin Your Religion ‘You can be long bitcoin and expect higher prices and not have to make up conspiracy theories about the stuff. There’s no need to be a one-trick pony.’ Phoenix okays development deal with TSMC for $12 billion chip factory City officials in Phoenix, Arizona on Wednesday unanimously voted to authorize a development agreement with chipmaker Taiwan Semiconductor […]

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The Bell

A digital future, the stock market API, and 2-100 club

The economy is way bigger than I ever thought. This means there are always a lot of opportunities to build new things and invest in great companies. Optimism for a Digital Future Amid Harsh Economic Realities Over the years, I already learned a lot from Howard Lindzon and Raoul Pal. In this video, they talk […]

Categories
Daily Decisions making

naive realism: I’m right, you’re wrong.

Everyone is influenced by ideology and self-interest, except for me. I see things clearly. It’s a quote from one of my favorite books; The happiness hypothesis. It made me once again realize that we, in most cases, don’t understand our brain, the thing that controls our life. We are not aware of all the (self) […]

Categories
A New Future

Make progress visible

I’m getting tired of all the opinions in the media and on the internet. People with the most controversial opinions are getting all the attention. It’s not only social media but also (e.g) the newspapers who need clicks to generate enough revenue with ads. Opinion-formers spend most of their time finding the most extreme words […]

Categories
A New Future

Think – The art of learning.

This post was initially published on the A New Future newsletter. You can subscribe here. While running in the heat last week, my body endured quite some stress. While I was super tired and had trouble breathing, I knew one thing: I did this before, I had run in a climate like this.  Because I […]

Categories
The Bell

CMBX indexes, recurring revenue, and stocks I bought last month

“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and February — Mark Twain. 3 months left in this crazy year. This week more links than usual and a list of the stocks I bought and sold (short […]

Categories
dutch

Waarom is het altijd of dit, of dat, en niet: en, en!

Of je volgt Maurice de Hond, of het OMT. Of je bent voor kantoor leven, of remote werken. Of je vindt E-learning niks, of wel. Of je wilt ananas op je pizza, of niet. Waarom denken we zo vaak in of dit of dat. Is het niet vaak zo dat de waarheid en oplossing ergens in het midden ligt? […]

Categories
The Bell

The bell #4: Everything is fragile.

Name a ‘system’ that is not under pressure … hard, isn’t it? It seems that everything is fragile at the moment. It’s like trying to stop a forest fire with a bucket of water. The COVID crisis accelerates almost everything, both the good and the bad. Last week I rewatched The Big Short, and it […]

Categories
The Bell

The bell: SPACs & Why Twitter and Square should merge

Even God Couldn’t Beat Dollar-Cost Averaging Should you follow the DCA (Dollar-cost averaging) strategy or buy the dip? My general rule is DCA. But (real) dips are great moment to rethink your strategy. For example in the beginning of the panic of this year, I went all in on growth stocks. Open Letter to Jack […]