Greytab Investments

General Update It's been a while since my last post. What's there to write in a world where every stock chart is up and to the right...

Here's my portfolio going into the election. The main holdings are:  GOOGL ILMN - talked about oncology upside  here   FNF - I sold down...

Here's a theory I cooked up earlier this month: Ethereum as collateral means reflexive credit cycle. just as higher home price = more l...

I tweeted about Shake Shack (SHAK) a few weeks ago: just bought some Shake Shack $SHAK . biggest driver of value is a) eventual store cou...

I've been wondering about the payment value chain. Specifically how PayPal (and to some extent, Square) moving toward offline retail wil...

Back in late 2017, I wrote about Natera here . I bought it but got shaken out with very little gain. The stock then almost quadrupled and I...

Roku and Trade Desk ("TTD") both reported earnings last week. 1Q results were strong but 2Q does not sound that great, especially ...