This Week in Startups Howard Lindzon reviews Jason's portfolio & breaks down public/private investing + OK Boomer | E1533
Aug 13, 2022
Howard Lindzon, founder of Social Leverage and StockTwits, shares his insights on the distinct mindsets of public and private market investors. He discusses the impact of liquidity, detailing why he prefers Netflix over Disney. Lindzon also explores future blockchain use cases and how remote work affects less experienced employees. Meanwhile, Ben Smith, founder of Goal House NYC, highlights the rise of co-living spaces for young professionals and the importance of community in today’s fast-paced world.
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Crypto's Psychological Challenge
- Crypto combines the illiquidity of private markets with the price visibility of public markets.
- This combination can be psychologically challenging and lead to short-term, price-driven behavior.
Misjudging the Internet Boom
- Howard Lindzon misjudged the internet boom by betting on FedEx, expecting it to profit from e-commerce growth.
- While his logic was sound, internet stocks like Yahoo and Amazon skyrocketed while FedEx declined.
Portfolio Management
- Limit your investment portfolio to a manageable number of stocks, ideally around 10.
- Regularly review and prune your portfolio like a garden, removing underperforming assets.