# Musings by Mazwood

Musings on business, technology and the markets... with portfolio updates, company deep dives, and more.

Page: <https://rssamplifier.com/mazwoodcap-substack-com>  
Feed: <https://rssamplifier.com/mazwoodcap-substack-com.md>

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## [What to do about Danaher...](https://mazwoodcap.substack.com/p/what-to-do-about-danaher)

_2024-03-28 · MazwoodCap_

A quick thought exercise on, well, what to do about Danaher.

## [#16: Don't Get Blown Up](https://mazwoodcap.substack.com/p/16-dont-get-blown-up)

_2022-09-14 · MazwoodCap_

As Canadian author Danielle LaPorte says, “You don’t need to be burned out to go on hiatus.” Where I’ve been doesn’t matter. What matters is where we’re going. Game of Thrones took 595 days between Season 7’s 2017 Finale and Season 8’s April 2019 premiere. I’ve been gone since January. You’ve been fine.

## [Company Deep Dive: PayPal](https://mazwoodcap.substack.com/p/company-deep-dive-paypal)

_2022-01-14 · MazwoodCap_

When PayPal spun-off from eBay in the summer of 2015, it wasn’t obvious that it would become a $350B mega-cap in six short years. At the time, Rebecca Borison reported on the spin-off for TheStreet. Of PayPal, she reported: ITG analyst Steven Weinstein is a little hesitant to get in on PayPal just yet, given the heated competition in the digital payments space. He thinks “there’s a lot of optimism…

## [#15: Let's Start the Year Off Right](https://mazwoodcap.substack.com/p/15-lets-start-the-year-off-right)

_2022-01-07 · MazwoodCap_

Happy New Year and welcome back.

## [#14: Earnings Continued, Flow State, Coinbase, Housel & Sequoia's 2005 Investment Memo on YouTube](https://mazwoodcap.substack.com/p/14-earnings-continued-flow-state)

_2021-11-12 · MazwoodCap_

$TTD $PYPL $COIN $U

## [#13: Earnings, Earnings & Earnings](https://mazwoodcap.substack.com/p/13-earnings-earnings-and-earnings)

_2021-10-29 · MazwoodCap_

$FB $SNAP $TWLO $TDOC $V $SHOP $AMZN

## [#12: On Finding Joy in Selling Losers](https://mazwoodcap.substack.com/p/12-on-finding-joy-in-selling-losers)

_2021-10-22 · MazwoodCap_

$SBUX $SPOT $JD $STNE $DIS $PINS $TWTR $TCEHY $BABA $NTDOY

## [Mazwood Memo #11](https://mazwoodcap.substack.com/p/mazwood-memo-11)

_2021-10-01 · MazwoodCap_

$CSU.TO $TOI.V $AMZN $FB $SHOP $SQ $ADYEY $MELI $TWLO $COIN $ROKU $TTD $ETSY $PTON

## [Mazwood Memo #10](https://mazwoodcap.substack.com/p/mazwood-memo-10)

_2021-09-24 · MazwoodCap_

$COIN $OKTA $PTON $TWLO $ROKU $AMZN $SPY $ETH

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_2021-09-24 · **Sponsored**_

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## [Mazwood Memo #9](https://mazwoodcap.substack.com/p/mazwood-memo-9)

_2021-09-17 · MazwoodCap_

$AMZN $NFLX $COIN $TWLO $CMG $SBUX $WING