I’ve recently been thinking about buying MSFT and AMZN.

(Google and Apple - not so much.)

I’ve had shares of these companies for a while yet the more I observe the markets and where things are going the more I see these two as no-doubt winners.

Been thinking about McDonalds and Starbucks too. But I’m not too happy that the two left Russia, so I’m undecided…

That being said, I do appreciate the fact that I want to go all indie, open-source.

At Angel’List’s conference last night in SF, Naval was talking about knowledge being scarce.

Loved that thought.

MSFT and AMZN own networks. The more we use their products the less knowledge we can get by with.

Not cool