December 2, 2015 by Dan • Commentary

This morning I used Apple Pay for the first time. I  loaded money on my Starbucks App on my iPhone to pay for my morning fix.  Seemed a bit nonessential, at least one too many intermediaries …

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November 10, 2015 by Dan • Commentary

Regular readers know that we have been positively disposed to Twitter as product, platform, and stock for the better part of its two years as a publicly traded company. We have taken profits in the …

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November 4, 2015 by Dan • Commentary

On CNBC’s Fast Money last night, I was asked for thoughts on Groupon (GRPN) missing Q3 estimates, guiding down Q4 and booting their second consecutive co-founder from the CEO role.  At the time the stock was …

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