Substance over sizzle. I make no promises about the cadence of this email. I do promise it will be worth your time and mine. -Dave
Where Was This in 1998?
You’re out of breath when you hear Coach’s voice pierce the roar, “Go Now!” he yells, urging you to start your kick. This is the all-out sprint for the finish line. There’s a veritable war raging internally between your brain — “Go! Go! Goooo!” — and your legs which are flooding with lactic acid. If you’re reading this, you know the feeling. You’re an athlete. Lactic acid is debilitating and arrives at only the worst moments. So, it’s bittersweet to discover LactiGo, a topical muscle recovery gel specifically designed to conquer lactic acid. It’s totally legal and a potential game changer. If only you were 21 again, right?
HTX Surf
Is this real life? Yes, yes it is, Madam. After the Europeans proved that demand for man-made “surf parks” is real (and cash-flow positive), America’s enterprising entrepreneurs are racing to erect them too. California’s version is a full-blown community anchored around a man-made surfing feature. Houston’s HTX Surf is more family friendly. Hardly coincidental. Surf’s up. Soon.
Make Me Smarter, Dave
On December 21, 2009, I emailed a friend about a stock, Pharmacyclics (ticker: PCYC). My average cost was $1.29. I suggested it could go to $5. I would exit my entire position before it hit $5. I needed the money. In 2015, AbbieVie would buy PCYC for $261.25 per share. This is the story.
Another Reason to Colonize Mars…
As America prepares for a possible two-front confrontation with China and Russia, there’s just a few loose ends to tie up. First, there are no pilots to fly our jets (link). Secondly, there’s actually nobody joining the Air Force at all (link). Alas, there’s always the Army which is steadily building its lean, mean fighting force by erecting military versions of Eric Zoolander’s School for Kids that Can’t Read Good (link).
A Strategy As Old As Time…
If you wanted to accelerate your career between 2010 - 2019, the worst (or best?) kept secret in NYC was to join The D10. To outsiders, it appeared to just be a “super jock” athletic contest that had some connection to cancer. To insiders, it is how you met today’s hedge fund and private equity honchos. It’s where you met founders behind today’s CPG unicorns. It’s how you jumped from the thankless sell-side to the career-altering buy-side. And while you were at it, you helped produce a profound impact on children’s cancer research. This June, The D10 returns to NYC, a city still recovering from Covid shocks. Snag a spot here before JPMorgan scoops them all up.
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