Some alarming news this past week on Thirsty Thursday. No, we’re not talking about that hard-hitting HuffPo piece exploring Amy Schumer’s secret hair pulling disorder, something we suspect stems from her inability to do standup comedy without mentioning her private parts. The news was much more dire than that, at least for shareholders of Okta […]
Some disruptive technology themes are more mature than others. Take cybersecurity as an example. Since the days of Norton Antivirus, cybersecurity companies have been hard at work trying to make sure the world’s computers remain secure. Consequently, we’re spoiled for choice when it comes to cybersecurity stocks. Rather than try to cherry-pick a few winners […]
Using a unique set of characters to access something that’s being protected is as old as time. It’s something we’re taught at a very young age, for example, in the fables of Syrian storyteller Hanna Diyab who speaks the magic words “open sesame.” In a world where we’re trying to bring woolly mammoths back to […]
The old adage “follow the money” merits some caution in times of market mania. When notable venture capital firm Andreessen Horowitz recently announced a $2.2 billion blockchain/cryptocurrency fund, it raised some eyebrows. Surely these technologies must have loads of potential if these thought leaders are investing so much time and money into this space. Then […]
It’s coming up on two years since we visited The World’s Most Elite Cybercrime Fighting Unit in Moscow to learn about just how financially motivated hackers are. More than 90% of all cybercrimes in the world now involve money theft, something America’s energy industry and dead cow industry have come face to face with. Along […]
Documenting your investment decisions helps you learn from your mistakes and see through the various emotions that surface. Over the years, we’ve translated our patterns of investing into a methodology of sorts that we use to guide future investing decisions. One belief we’ve held is that if there are ETFs available for a particular theme […]
We spend a lot of time looking at what investors are searching for to determine what themes they’re interested in. Some of the findings are insightful. For example, people always search for why a stock is falling, but never ask why it’s rising. That’s because the pain of losing is psychologically about twice as powerful […]
The headlines for data breaches are becoming more and more over-the-top each year. From the Swedish Transport Agency that leaked the sensitive details of undercover agents, military vehicles, and pretty much everything else under the sun in 2015, to the Equifax data leak that led to the exposure of sensitive information (like social security numbers, […]
“Think of how stupid the average person is, and realize half of them are stupider than that,” said the American philosopher George Carlin. If your job involves cybersecurity, it’s not just the stupid ones you need to watch out for. Even the most intelligent individuals in your organization can fall prey to the cunning attacks […]
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 […]