I am on Day 2 out of 3 of my executive working retreat, so unfortunately no analysis today.
I know we have some Silicon Valley folks on this newsletter, so many of you may have seen this video in the past. But for those of you who are interested in growth investing, this is definitely worth a watch (or re-watch).
This is Peter Thiel (billionaire co-founder of PayPal, Palantir, Founders Fund) giving a lecture to the Stanford CS 183B class about how “Competition Is For Losers”. Hope you enjoy it as much as I did.
Let’s take a quick look at Affirm ($AFRM) stock, which IPO’d six days ago.