It’s almost a year ago now, but last October I attended a small conference in San Diego called Stockoberfest. As you can guess from the name, it was about stocks, the market, and investing. The conference was put-on and supported by Howard Lindzon, the CEO of Stocktwits. Just like Stocktwits, the theme of this conference was to get a bunch of like minded people together to share ideas, themes , and strategies. There wasn’t too much structure, which provided for some great tangential conversations.
Here are some notes and reminders that I found useful:
There have never been more tools available to the average investor. Software and other technology companies are completely disrupting the traditional finance industry. While it’s all still the same — stocks, bonds, options — the tools are now available to everyone, rather than just a small group.
Trends are everywhere. It’s about paying attention to the right sources, and constantly curating the information you’re consuming.
The public markets will eventually reflect what the venture capital markets are actively funding. Of course, this can obviously take some time, but these select startups will eventually become the next big IPOs and acquisitions. Follow these trends as they start to become mainstream.
Fixed income is crucial for riding through crises. There should always be room in a diversified portfolio for fixed income — no matter how bullish you are on stocks.