2020 Annual Reflection2020 was an unusual year. For me, it was a time to get closer to my family and appreciate the little things in life. I am grateful for my…Dec 30, 2020Dec 30, 2020
Bay Area Real Estate Update: May 19, 2020We are seeing a recovery in real estate demand in the Bay Area. New listings and new demand are coming back on the market, and the best…May 23, 2020May 23, 2020
Bay Area Coronavirus Update — May 6, 2020This is an interesting time for residential real estate in the Bay Area. Anecdotally, I am seeing demand pick up and buyers come into the…May 9, 2020May 9, 2020
San Francisco Weekly Real Estate Update — April 2020Weekly charts help to lay out the recent changes in the San Francisco city market. I suspect many of these trends are just starting to…Apr 23, 2020Apr 23, 2020
Bay Area Real Estate Update: CoronavirusReal estate markets (like most private markets) often lag the public markets. We have seen a remarkable drop and rise as the Fed has…Apr 19, 2020Apr 19, 2020
Veeva: A Profitable Name In The Tech WreckVeeva shares have been resilient in the sell-off and present a hedged buying opportunity now in tech.Apr 1, 2020Apr 1, 2020
Find A Haven In Cash-Rich CompaniesThe market is off ~15% as of writing this article, which presents a buying opportunity in strong companies.Mar 11, 2020Mar 11, 2020
Gaming: An Underestimated OpportunityI believe social consumer technologies like gaming are being underestimated by investors. We have reached a maturation with platforms like…Feb 12, 2020Feb 12, 2020
Let us take a deep dive into industry-specific vertical software trends and companies.Trend 1: Sales and marketing, payment processing, and workflow companies focused on healthcareDec 26, 2019Dec 26, 2019
