ryan's posts

69 posts found

CrowdCent Curation - No. 2

  By: ryan on May 24, 2020, 3:22 p.m.

Welcome to another week of CrowdCent Curation - helping you see the world the way it is, not how the misaligned media want you to see it. Enjoy the content below, and feel free to share the newsletter with family, friends…. anyone who may be interes…

Capital Allocation & Economic Backdrop

  By: ryan on May 19, 2020, 12:46 a.m.

A quick recap of a recent conversation on Telegram that revolved around capital allocation in a zero-interest rate environment.

Capital Allocation [Telegram]

  • Recap: Quick overview of economic backdrop and investment landscape backdrop - how do yo…

Tech Landscape & Market

  By: ryan on May 17, 2020, 9:21 p.m.

A quick recap of a recent conversation on Telegram that revolved around the Tech ecosystem and the current investing landscape for the space.

Tech Landscape & Market [Telegram]

  • Recap: Fast followers in Tech tend to improve on the first mover …

CrowdCent Curation - No. 1

  By: ryan on May 17, 2020, 3:47 p.m.

We all get too many emails. This ones for the content, not the preamble. Check out the videos/articles/audio below…

*“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” *- Mark Twain

Translati…

CrowdCent Curation - Intro

  By: ryan on May 13, 2020, 4 p.m.

Welcome to CrowdCent Curation, a weekly newsletter of high quality (curated) content - spanning our three main overlapping areas of focus: Finance, Blockchain, and Technology.

In times of crisis, in particular, people scramble to look for experts w…

Taboo: An Introduction

  By: ryan on April 1, 2020, 6:58 p.m.

Subject

  • Introduction to Taboo: A ‘New’ Source of Financial Education & Analysis

    Read Time

  • 10 min read

    NLP Summary

  • Taboo – you work hard for your money, why waste it?

    • Address topics ranging from personal finance, to corporate, to macro &…

Re: Watchlist amidst sell-off

  By: ryan on March 24, 2020, 2:37 a.m.

Thanks for sharing - great list.

Some core semiconductor additions:

  • NVDA

    • AMD
    • TSM (TSMC - Taiwan)
      Some higher-risk names focused on disrupting industries:
  • CVNA

    • W
    • CDLX

Glu Mobile Inc (GLUU)

  By: ryan on Feb. 8, 2020, 8:01 p.m.

·        Thesis:

o   Industry

§  View: Positive

§  Our overall industry view is positive, with a particularly positive view on the scaled publishers as well as the platform o…

Ubisoft Entertainment SA (UBI FP Equity)

  By: ryan on Feb. 3, 2020, 8:11 p.m.

·        Thesis:

o   Industry

§  View: Positive

§  Our overall industry view is positive, with a particularly positive view on publishers / content owners given limited suppl…