Everything Else

This is everything that is not about semi

I'm launching a second substack. It's sector agnostic stock dives. More ideas, less industry coverage.
I love trends - I want to write about them more often.
Writing about some thoughts that have been bouncing in my head
I was wrong - here's a quick cross-post explaining why
Someone is off sides - advertising revenue in the time of COVID
One of my favorite advertising truisms is “Money follows eyeballs”. I can’t exactly attribute it, but I believe these graphs below show it concisely…
This is a republished medium article I wrote awhile ago
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