November 20, 2018
Mad Hedge Technology Letter November 20, 2018 Fiat Lux Featured Trade: (A LESSON IN BLITZSCALING) (UBER), (LYFT), (GRUB), (DPZ), (AMZN), (BABA), (SQ), (PYPL), (NFLX)
Entries by MHFTF
Catch My All Asset Class Review on “Invest Like a Boss”
My friend and long-time subscriber, San Marks, invited me to appear on a podcast with him the other day. Who am I to say no? Besides, you never know when you might get a new question you haven’t heard, a truly original analysis, or a well-justified out-of-consensus approach. It is my most up-to-date view on
A Lesson in Blitzscaling
One of the fastest parts of technology growing at a rapid clip is fintech. Fintech has taken the world by storm threatening the traditional banks. Companies such as Square (SQ) and PayPal (PYPL) are great bets to outlast these dinosaurs who have a laser-like focus on technology to move the digital dollars in an efficient
November 20, 2018 - Quote of the Day
“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.” – Said Co-Founder of Microsoft Bill Gates
Mad Hedge Hot Tips for November 19, 2018
Mad Hedge Hot Tips November 19, 2018 Fiat Lux The Five Most Important Things That Happened Today (and what to do about them) 1) Chinese Stocks Hit a One Month High, on hopes that a deal gets cut at the G-20 meeting in Buenos Aires on November 29. Do they know something we don’t?
November 19, 2018 - MDT Pro Tips A.M.
While the Diary of a Mad Hedge Fund Trader focuses on investment over a one week to six-month time frame, Mad Day Trader, provided by Bill Davis, will exploit money-making opportunities over a brief ten minute to three-day window. It is ideally suited for day traders, but can also be used by long-term investors to improve market timing for entry and exit points.
November 19, 2018
Global Market Comments November 19, 2018 Fiat Lux Featured Trade: (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or MASS EVACUATION) (SPY), (WMT), (NVDA), (EEM), (FCX), (AMZN), (AAPL), (FCX), (USO), (TLT), (TSLA), (CRM), (SQ)
The Market Outlook for the Week Ahead, or Mass Evacuation
I will be evacuating the City of San Francisco upon the completion of this newsletter. The smoke from the wildfires has rendered the air here so thick that it has become unbreathable. It reminds me of the smog in Los Angeles I endured during the 1960s before all the environmental regulation kicked in. All Bay
November 19, 2018
Mad Hedge Technology Letter November 19, 2018 Fiat Lux Featured Trade: (ROKU’S UNASSAILABLE LEAD) (TIVO), (ROKU), (NFLX), (AMZN), (CHTR), (DISH), (FB), (AAPL), (GOOGL)
Roku’s Unassailable Lead
Shake off the rust. That is exactly what management of a fast-growing tech company doesn’t want to hear. Losing money isn’t fun. And investors only put up with it because of the juicy growth trajectories management promises. Without the expectations of hard-charging growth, there is no attractive story in a world where investors need stories