"Age of Miracles"

Today, in this sponsored post, we're talking about Fundrise, a company that lets anyone invest in a professionally managed real estate fund through an app. We go deep on the company and why Ray Dalio is such a big fan of diversification. 

You can read the original post and get all of the additional links I mention at notboring.substack.com. 

In this episode, we try to answer the question: 

Would it be possible to run a real business in a way that feels like playing a video game?

Check out the original essay here: https://notboring.substack.com/p/secure-the-baag

Every week, Mario Gabriele (the author of The Generalist) and I (the author of Not Boring) have a conversation and post it to YouTube under the Not Boring Generalists banner. We figured we'd put it here too, so you can listen while you walk, drive, or go to sleep. 

This week we discuss: 

 - Our writing process

 - Why everyone is becoming an investor 

- Our favorite companies

- What % of mammals we can outrun. 

Enjoy! 

Chamath took Opendoor public via SPAC last week. In this episode, we talk about why Opendoor is the Amazon of real estate, its advantages over Zillow, and its flywheel. 

Original post here: https://notboring.substack.com/p/knock-knock-whos-there-opendoor

Today's Not Boring is all about a startups that sends other startups and SMBs free money: MainStreet. By getting you the tax credits and incentives that the government owes your company, MainStreet send companies $51k on average.

See how much you're owed and get paid at https://mainstreet.us/notboring

You can read the full post at https://notboring.substack.com/

This week, we're doing a Case Study on Zoom. 

- Its numbers are on fire. 

- Its stock is overvalued.

- It has no moats.

If you're CEO Eric Yuan, what do you do to increase long-term shareholder valuer?

Read the full essay and participate in the Case Study here: https://notboring.substack.com/p/zooms-blank-check

Not Boring Investment Memos are deep dives into early stage companies that are raising money now. This week, we're talking about Swaypay, which gives shoppers discounts in exchange for using their social capital, or sway, to share products, all within the checkout flow. It takes money that would normally go to Google and Facebook and gives it back to regular people. I love that. 

You can read the full post here: 

A deep dive into SoftBank's history, the Vision Fund, and its new hedge fund, plus the bull, neutral, and bear cases.

Read the full essay here: https://notboring.substack.com/p/masa-madness-3cb

You can read out the original post here: https://notboring.substack.com/p/oze-not-boring-investment-memo

This week, we dive into Stripe, and cover: 

What it is. 

Why Stripe is undervalued.

The Stripe bear case. 

Stripe's underappreciated strategy.

Stripe's future. 

Link to original post: https://notboring.substack.com/