Spencer’s Newsletter

Spencer Korek
Musings on technology, investing and media trends / companies
Created 06 Aug 2021
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  • The Next Evolution of Wealth Management
    16 Dec 2021 • 8 min read
    Reading time: 6.5 minutes In late September 2021, O’Shaughnessy Asset Management (OSAM) was sold to Franklin Templeton. O’Shaughnessy Asset Management is a successful money manager in its own right wi...
  • The Microbetting Bull Case: Simplebet
    22 Nov 2021 • 6 min read
    Reading time: 5.5 minutes I’ve been looking into companies that provide the back-end infrastructure for consumer applications lately. Below I profile an investment case for a company I admire. Hit rep...
  • Disrupting M&A: MicroAcquire
    01 Nov 2021 • 7 min read
    Reading time: 5.5 minutes After writing my piece on how Cameo can disrupt the celebrity-agent industrial complex, I’ve been thinking about other service-based businesses that can be disrupted by techn...
  • Cross-Stage Investing
    11 Oct 2021 • 5 min read
    Estimated reading time: 4.5 minutes I’ve been thinking a lot about how private market investors can differentiate themselves in the fast-paced deal-making environment we find ourselves in. Yes, biddin...
  • Is Cameo a Talent Agency? Or Should it Become One?
    29 Sep 2021 • 4 min read
    Estimated reading time: 4.5 minutes Cameo, in its current form, connects “celebrities” (fairly broadly defined) with their fans. They create a marketplace for personalized videos where the stars set t...
  • Every Company is a Media Company
    16 Sep 2021 • 4 min read
    Estimated reading time: 4 minutes One of my favorite business quotes is that every company is a media company. I was speaking with some founders last week about how to market their companies early on ...
  • Netflix vs YouTube
    03 Sep 2021 • 4 min read • 1 0
    Estimated reading time: 4 minutes During earnings season a few weeks ago, there was a lot of media attention on the relative size and growth of Netflix and YouTube. Netflix booked $7.34 billion in rev...
  • Customer Pain Points: The Case of Higher Ed
    26 Aug 2021 • 6 min read
    Estimated reading time: 5 minutes The education sector naturally leads to companies with drastically different business models. Most education companies sell to students directly (ex: Quizlet, textboo...
  • Customer Retention Cost, Gamification and Driving Daily Behavior
    19 Aug 2021 • 5 min read
    Estimated reading time: 6 minutes I recently downloaded the Lolli app, a company that helps its users earn free bitcoin when they shop online at certain retailers. They have an impressive partners lis...
  • Fintech Trading Platforms: Where We Are and What Comes Next
    12 Aug 2021 • 10 min read
    Estimated reading time: 7.5 minutes Sources in footnotes Self-directed retail trading/investing has exploded during the pandemic. More than 10 million new brokerage accounts were opened in 2020. As we...
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