Happy Fathers day to all the dads out there. As a #girldad of three under four years old I foresee my day doing fun stuff with them and my wife Stacy. I am hoping that maybe towards the end of the day my wife will let me escape to see the new Flash movie with Michael Keaton as Batman (in case you are reading honey). Until then I’m just going to enjoy the day and be thankful for such an awesome family. Have a great Fathers Day! ????
And in tribute to the late great Bill Paul – I want to wish you a happy fathers day in heaven. I hope that you’d be proud the the family Stacy and I have made.
And now for the reads and listens!
Reads ?:
hits it out of the park again with a new piece called VC Contagion It Is all about VC subsidizing startups and the issues that ensue when they are no longer interested in doing so.
WSJ (paywall) does a great job breaking down some secondary selling in the public markets by big shareholders. Interesting enough there aren’t huge discounts- around 8%.
A real beefy piece by on platforms.
Cool breakdown on the Apples VisionPro/Vision OS
Great interview with Morgan Housel and David Perell on Naked Brands
A great 2023 interview of investing G.O.A.T Stan Drukenmiller on the state of the economy.
a16z writes about Channel Partnerships in Healthcare, very relevant due to point solution fatigue.
Listens ?:
Howie interviews the founder of Covey.io – a retail investor app that allows you to co-invest with some the greatest non-wall st. traders with real track records.
Hope everyone has a great fathers day and I’ll see you on Monday!
