• Howie Town
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  • Sunday Reads and Listens - Unicorns Then and Now and The Future... and The Mr. Beast of Stock Picking Is Coming...

Sunday Reads and Listens - Unicorns Then and Now and The Future... and The Mr. Beast of Stock Picking Is Coming...

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Good Sunday Morning…

The weather is fantastic right now in Phoenix and after sending this newsletter I am heading out for a ride.

With AI still dominating the headlines in technology, I wanted to shares some good reads.

Welcome Back to The Unicorn Club - 10 years later from Aileen Lee is a good read.

While ZIRP gave every startup the ‘false’ hope that they too could be Unicorns, the Nasdaq 100 was home to 14 ten baggers over the last 10 years.

In the opposite thinking of being a Unicorn, I always subscribed to ‘do things that don’t scale’ and Beehiiv founder Tyler Denk talks about the same thing.

My friend Barry interviewed David Einhorn on his ‘Masters In Business’ podcast. It was great. David riffs on why market structures are broken and value investing is dead. I am not one to disagree with David Einhorn , but I think AI with tools like finchat.io, the social web and newsletter products a new group of storytellers will bring back the idea of value stocks. The ‘Mr. Beast’ of value stock picking will emerge. Time will tell, but the stories are out there to be discovered and told.

Have a great Sunday.

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