One of the big challenges over the last year or so – aside from deciding when it was safe to get a haircut again – is teasing out the ephemeral from the existential when it comes to investing in the stock market. We’ve referred to this as the remote connectivity investment thesis. Basically, investors are […]
No matter how hard we try to follow best practices – diversify, don’t try to time the markets, use dollar cost averaging – we always find ourselves reverting back to bad habits. Of the 32 positions we’re holding right now, two of them we engaged in a bit of market timing on – Alteryx (AYX) […]
Having been investors in Google since their IPO, we became concerned when the company started dipping its toes in politics. When they started hiring “adventure cartoonists” to explain technical concepts, we sensed things were going downhill. Today, the company’s CEO spends his time fighting all the fires being created by the incompetent imbeciles he now […]
Data isn’t just increasing in quantity; it’s also growing in complexity. Data lakes are now replacing data warehouses. All your online activities now generate unstructured “data exhaust” that’s being mined by sophisticated machine learning algorithms for insights. However, due to increasing data breaches and privacy concerns, regulators have adopted stringent rules and regulations on how […]
The difference between confidence and arrogance is whether or not you can walk the walk. Confidence is a highly desirable quality for managers because it’s married to another prized quality – decisiveness. And as a leader, you won’t be very persuasive unless you make decisions with conviction. In the world of investing, we say people […]
In the dot com era of the late 90s, demand for talent became so fierce that just about anyone could get hired in tech. It wasn’t uncommon in those days for some of your team members to be on work release. Any felon who could fog a mirror was capable of doing software testing by […]
Travelers who wander the banana pancake trail through Southeast Asia will all get roughly the same experience. They’ll eat crummy food on one of fifty boats floating around Ha Long Bay, then head up to the highlands of Sa Pa for a faux cultural experience with hill tribes that grow dreadful cannabis. After that, it’s […]
The best way to learn how to swim is to jump into the deep end of the pool and figure it out as you go along. That’s how most newbie investors enter the world of investing. Open a brokerage account, Google “best stock to buy,” follow some Foolish recommendation, panic, then drown. Rinse and repeat. […]
IPOs are coming out of the woodwork in a heated market that defies the imagination. There has been an unprecedented loss in productivity around the globe, yet the markets continue soaring to new highs. In the words of Mr. Dickens, “it was the best of times, it was the worst of times.” It’s always a […]
In a recent piece on hyperautomation, we talked about a success story where a professional services firm saved half a billion dollars by adopting robotic process automation (RPA). That’s the sort of exponential value that’s an easy sell at the C-level. Companies that can manage to implement RPA successfully are now reaping big rewards. Then, […]