Checking in with stocks once a year eliminates lots of the noise found in quarterly results. It’s also long enough so that you only remember the most basic reasons why you made the investment in the first place. We invested in Confluent (CFLT) because the future of big data will be firms analyzing it in […]
Bigger is usually better. The term “economies of scale” is often used to describe how larger firms can operate more efficiently than smaller ones. The larger a firm becomes, the more difficult it is to compete with them. There are several key measures we use to identify which companies are the biggest within any given […]
Wherever there are competing software solutions, you’ll find loyal tribes. Engineers are technically competent, so they’ll usually articulate their arguments in a convincing matter. Linux is obviously better than Windows, Apple is the best platform known to man, NoSQL will never displace SQL, and the list goes on. Debating the technical merits of competing technologies […]
Elon Musk suggested that today’s polarized societies can be brought together by finding a common interest. Exploration of the universe is one suggestion he makes which implies that our media outlets ought to glamorize the sciences a bit more. It’s great Rhianna looks “stunning” as she waddles around New Yawk City with her weed-smoking gun-toting […]
What’s compelling about software-as-a-service (SaaS) companies is that you don’t really need to know what they do. If a company produces high-margin software that other companies can’t get enough of, that’s generally an attractive investment. Even Warren Buffett, a man who doesn’t do tech and only invests in what he knows, invested in a SaaS […]
Have you ever noticed that you can go years without hearing a particular word or name, but then suddenly it keeps popping up in uncanny ways? Lately, for us, it’s been SAP (SAP). No, we’re not talking about saps, as in Fools, but the world’s third-largest software company by revenue. Software developed by the $100 […]
Short-term stock price movements are nothing but noise, yet human emotion means we can’t help but check our portfolios every five minutes during market open. You’d think mainstream pundits would discourage such behavior, but they do anything but. Just look at this gem from Jim Cramer several days ago (our emphasis in bold). A year […]
They say an average human driver needs about half a second to react to an unexpected event while driving. “In athletics, anything under a tenth of a second is considered unhuman and therefore a false start.” That’s according to a study by Sky Sports that measured F1 driver Nico Hulkenberg’s reaction time at less than […]
One of tech’s biggest news stories coming out of 2021 would be Facebook’s rebrand to “Meta.” Like Google, it’s likely that nobody will adhere to that new name, but everyone sure took note of the strategic direction change towards the metaverse. The Web 3.0 / creator economy / DiFi crowd quickly attached themselves to the […]
Unless you’ve served time in some of America’s toughest corporations, you probably won’t know what the food chain looks like. At the very top of the hierarchy sits the Board Of Directors (BOD), a group of people who are elected to represent the interests of shareholders. Heading up this group of people is the Chairman […]