Leveraged Theta

The only thing America has left to sell the rest of the world is it’s flare.  The blood of American icons and fads will be the exports for years to come.  Case study 1: All rolled up into one nice blog and T-shirt company.  That’s right, the front door of this “multi-million” dollar enterprise is a blog.  Filled with stories, inside jokes, cool pictures, communication to customers and ads for their products.  You can get a lesson in marketing, margin, costumer satisfaction & branding power all from somebody that inspires and somehow makes me want to spend $38.99 + shipping and handling to Canada for a T-shirt: Johnny Cupakes

He says he “won’t sell out” but I’m looking forward to the IPO. Sooner the better.

The markets are crashing again, people are comparing them to ‘87 again.  That’s bullish. I bought some SSO at $62.46 today.

A poetic, inspirational, commercial – only watch this if you’re not busy. Micheal share it today in a twist of irony.  Apparently, they are all over CNBC, I don’t watch it.

Bear Sterns falling 38% in a day – ouch.  After just yesterday…gaahhh UPDATE: 48% in a day, 38% was intraday - double ouch.

Anyway, Ariel Mutual Funds is THE school in Chicago where tomorrow’s Investment Bankers & Fund Runners are being born.  It’s an elementary school.  Their business model combined with their curriculum is amazing.  It’s on my ToDo list, to start one in Waterloo.  I’m serious, I’m approaching lead local entrepreneur Larry Smith, who is on the crusade to change the population one mind at a time, next week about what we could do to launch a similar venture.  I’ll have to see what Deloitte has to say, but,  I’d love to run a Capital Management service and a school at the same time.  Imagine – I get to invest, learn, and teach.  What better way to spread myself thin?

From here on in, there is nothing I’m going to believe to be out of the question – through the blog-o-sphere.  It’s an amazing communication tool.  So it twitter.  I have had SO many interesting phone calls and opportunities literally fall from the sky, including today’s talk with the Narrangasett partners.  All the haters that mock the flow of information, or impede it, your unknowingly going to get pwnd by me.

Disclosure – Long the flow.

So, turns out – it was the real deal.  I owe them, a public apology, for doubting that it was really them.  I just got off a very interesting phone call with two scholarly gentlemen, not trying to scam me, and actually (I think) informally interviewed me for a roll at their new fund.    Apparently, it’s going to be based on the Jones’ model.   Joe recommended reading The wisdom of crowds & Tipping point, I certainly will. We talked about Ralph Wagner & Howard Lindzon, Warren Buffett, Sandvine & my dad.  I told them about the value I see in twitter, I think they might sign up.  If I know you personally, and you are a Canadian Engineer, they are looking for analysts – for their new fund.  If you’d like a referral to Joe, let me know, and I may forward your resume.