Ever since we awakened to the fact that death is inevitable, humans have been trying to find ways to live forever. Until recently, our options have been pretty limited. One could choose to believe in some sort of afterlife and wait out the inevitable with varying levels of equanimity, but many of us would probably […]
As the undisputed leader in global indexing, MSCI (MSCI) offers investors a way to slice and dice the global stock universe into buckets. For example, the MSCI ACWI Small Cap Index tracks 6,260 stocks – with an average size of $1.3 billion – across 47 countries. Below you can see how these small-caps stocks outperformed […]
One benefit of investing in technology companies with conviction is that you don’t need to be checking stock prices every five minutes (though as humans, most of us will anyway). Investing in quality companies means you can often ignore them for years barring any major events that take place which merit vetting. We find that […]
What attracts many new investors to the stock market is a really exciting story which involves the promise of future riches. Outside of pharmaceutical stocks, you rarely find companies worth billions without meaningful revenues. We say “meaningful” because sometimes a company will generate small amounts of revenues forever without actually doing squat. That’s why we […]
In the United States, nearly 107,000 people are on waitlists for organ transplants. The problem is even bigger worldwide, with millions of people waiting to get their hands on an organ. The trouble is that there’s only so many organs to go around. While China is filling in the tremendous demand with its $1 billion […]
The fifth biggest country in Europe by area also happens to be both innovative and productive. The 2020 Innovation Index ranks Sweden as second in the world for innovation (trailing the Swiss), and her per capita gross national product (GNP) is among the highest in the world. Now the country that brought us the zipper, the adjustable […]
We’ve been writing about disruptive technologies like 3D bioprinting for the past seven years now. The promise of bioprinted human tissues is something that wall street analysts have been patiently waiting for a while now, at least when it comes to Organovo Holdings (ONVO). The company’s stock has been steadily plummeting over the years while […]
Regular readers will be familiar with Gartner’s Hype Cycle for emerging technologies, which graphically represents the ups and downs that most new technologies undergo, as they move from the “that’s super cool” stage to “what’s it good for” stage to “here’s how we can actually make money” stage. We often refer to the Hype Cycle […]
When trying to get your arms around who is doing what for any given technology, things change quickly. In our recent piece on artificial intelligence for drug discovery, we noted how the number of players in this space has exploded to more than 125 startups using machine learning to improve some aspect of the drug […]
One thing we’ve noticed over the years is that the way we imagine a disruptive technology being commercialized is rarely how things actually transpire. We’re seeing that now as 3D printing business models and technologies evolve over time into something different. The same can be said for the companies that are involved in disruptive technologies where […]