$SI
blockchain
crypto
cryptocurrency
digital currency
investing
network effect
stocks
I have a decent grasp of the technology and utility of blockchains. I think that digital currencies add value to our world. And I think they will be here to stay. If you can feel comfortable that the entire blockchain ecosystem isn’t a scam—a BIG IF given that Warren Buffett is convinced that Bitcoin is …
Continue reading “Silvergate – Hidden Network Effect in the Crypto Industry”
great business
growth recommendations
leisure travel
membership programs
network effect
Summary: Priority Pass is a fantastic business with 1) strong network-effect barriers to entry in a growing industry and 2) plenty of new opportunities. I would invest in them if I could. What is Priority Pass? Priority Pass is paid membership program that provides individuals access to airport lounges. They are owned by the …
Continue reading “Priority Pass – A Great Business Model with Strong Network Effects”