The risk to Spotify of a music provider like UMG leaving gets talked about, but it's arguably not a pertinent risk, and what other risks do I over and underappreciate?

Original Recording

Ever wonder why Musical.ly had "ly" as the ending?

As an Anglophone, I do not spend enough time reading non-English writing, and the piece "TikTok Insider: Zhang Yiming's Journey With Huge Waves" is a fascinating read at Bytedance and Zhang Yiming's history, covering the trajectory from early days to today, while having those insightful microlevel anecdotes. I highly encourage reading the original piece.

My Substack Post

Byrne Hobart's The Diff piece on Snapchat

Disclaimer: no recommendations to buy or sell. Please do your own research.

Welcome to my stream of consciousness when it comes to the market and my sentiments about the markets, specific sectors, and a stock. Today I talk about the ramifications of COVID-19, the fickle nature of the video game industry, and Pinterest.