NQFE – portfolio of ~ 1000 domain names. I spend too much time looking at auctions but it is a good business.
ingles.app – I got traction on Instagram last year but I got distracted. The idea is a fun English learning app with videos, quizzes etc
iHateMyJob – I need to beef it up or kill it because it’s a valuable domain. Big market.
EquineHealth.com – I need to rope in some partners.
Duud – \_(ツ)_/¯
Similar to WBD vs Netflix. VF Corporation (Vans, Northface, Timberland, Supreme) has the cachet and top line revenue but they are stuck in the past. Lululemon has Netflix style, vertically integrated global distribution. This is why the $LULU market cap is 10x $VFC. It’s safer to go with what’s working (Netflix/Lulu) but I think that ultimately, the better product (VFC/WBD) will close the gap or win out. VFC needs a max.com type platform to unify their offerings.
WBD (Warner Bros Discovery, HBO, CNN) is a financial shit sandwich compared to Netflix (billions in losses vs billions in profits) but based solely on content, WBD is undervalued. If they can consolidate to one platform (max.com was a steal!) and improve distribution, they will do well. The Sopranos alone is worth US$10 billion. Being in the S&P 500 and NASDAQ 100 also helps.
DYOR, I have no idea what I’m talking about.
Drew should have said something about Tim’s .blog
Everything that Lays’ lazy imitation is not. Spend the extra dollar because truly, once you pop, you can’t stop. Perfect amount of crunch and stackability. Sour Cream & Onion is my go to but all of the flavours are solid. I tend to reserve them as an occasional novelty treat and they rarely disappoint.
You think that German Shepherds that weigh 150lbs are really good canine units? Well, how about dire wolves? What if you have 600lb canine units carrying 150lbs of armour?