How profitable is AWS?
We have been traveling a lot over the past two weeks visiting investors for our day job. In one of our last meetings, about five minutes into the conversation we […]
Category Archives: Stocks
Capital Flows and You
For almost five years now the Bay Area has been on an economic tear. While the rest of the world tried to sort itself out from the aftermath of the […]
Re-introductions
Welcome to my new newsletter. I wanted to let everyone know that I have left Deutsche Bank, after almost ten years there. I have started working on something new. Part […]