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) […]
We often tell our MBAs not to try and predict the future. That’s because when you’re right, nobody will notice, but when you’re wrong, critics will crawl out of the woodwork to point out what a moron you are. The best thing to do is take someone else’s predictions and carefully critique them. Then, you’ll […]
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 […]
“The most arrogant thing an investor can do is to stock-pick,” was the title of an article by MarketWatch which suggested that purchasing any one stock implies the price is too low and every other person on the face of the planet thinks otherwise. According to the efficient market hypothesis, all available information should already be priced into any […]
Based on some cursory demographic analysis of our reader base, most of you won’t remember when optical character recognition (OCR) first made its debut. That would have been in 1976 when Kurzweil Computer Products developed the first OCR program that could recognize any style of print. Called The Kurzweil Reading Machine (KRM), the device used flat-bed scanners, and text-to-speech synthesis […]
There is a term that we often use at Nanalyze to describe how our online activities leave behind a breadcrumb trail that companies use to track our behavior: data exhaust. It refers not only to every mouse click or swipe left on our devices but where we go and when, not to mention every social […]
Technology progresses at a pace that’s impossible to keep up with, and aging technology executives will soon find that all those undergraduate technology classes are becoming quickly outdated. If you’re a Chief Technology Officer (CTO) at a large firm, you don’t have a ton of time to learn about new technologies because you’re too busy […]
We write an awful lot about artificial intelligence. Sometimes it might seem like so much hype that the AI bubble is primed to burst any day now. Our perspective is that AI and its related technologies – machine learning, deep learning, neural networks, natural language processing, and computer vision – is the new electricity. Pretty […]
About a year ago or so, we noticed how emerging technologies and investment opportunities in China are becoming increasingly important for technology investors to stay on top of. There are about 1.3 billion reasons for that, but we’ll list a few here outside of the 10 ways the communist-cum-capitalist country is already beating the United States in […]
Before the dawn of the Digital Age, there was an oft-used expression, “I’m an open book,” meaning it’s easy to know what someone is feeling or thinking because they hide nothing. These are also the same people who probably drive windowless cargo vans filled with shiny toys. The rise of social media empires like Facebook […]