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“The ability to simplify means to eliminate the unnecessary so that the necessary may speak.” - Hans Hofmann
Translation: The ability to simplify complex concepts is a sign of true understanding. Conveying the complex in a simple, easy to understand manner tends to signal mastery of a subject.
Recap: The Untold Story on GameStop: Fundamental Value Driven by Numerous "Shots on Goal" ... ‘Preston looks past the retail investor/short squeeze narrative and likens GameStop to a Netflix-style business, whose management is working to maintain their legacy business while expanding into more innovative verticals like eSports, e-commerce, and direct-to-consumer advertising.’
Comment: A lot of talking heads have opined on the Gamestop saga, but very few (none?) have actually delved into the underlying company strategy and fundamentals to see what's changed... this conversation ignores the noise and focuses on what’s going on behind the scenes.
The Future of NFTs [Video]
Recap: Fred Ehrsam, co-founder of Coinbase + Paradigm, talks about the future of NFTs and what that means for creators, developers, and communities
Comment: Great discussion with Fred, who is a true visionary in the broader crypto space. He walks through the history of the space (still nascent, but evolving rapidly) and provides unique insights into what's coming - notably around NFTs. For additional color on NFTs, Santiago Velez’s tweet was highly informative, as was this conversation with Raoul Pal (starting around the 15-min mark).
Recap: Excellent discussion between Shane (The Knowledge Project) and NZS Capital about semiconductors - their key role in society and the future’s dependency on them.
Comment: We love how NZS Capital looks at the world - from evaluating companies and stocks, to portfolio construction - all through the lens of biology (complex adaptive systems). The interview here provides a useful background and framework for understanding the increasingly important semiconductor ecosystem.
CrowdCent Thoughts & Predictions
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Look forward to more updates soon - the future is here...
Jason & Ryan