Distributed Manufacturing

Protolabs Stock: Where’s the Revenue Growth?

Our recent piece on water IoT stock Xylem (XYL) looked at the wide differences in which the finance community defines a growth stock. Usually, this involves looking at earnings growth which doesn’t work so well for disruptive growth stocks which typically don’t have positive earnings. That’s why revenue growth becomes such an important metric for […]

Stratasys Stock and Its Costly Acquisition Addiction

About 20 years ago, the Financial Accounting Standards Board (FASB) introduced a new concept called goodwill impairment, which despite the name has nothing to do with being charitably challenged (see Jeff Bezos). Just the opposite, in fact. Goodwill in accounting speak refers to the premium one company donates pays for another that is supposed to […]

Kornit Digital Stock for Digital Textile Printing

We learned everything we know about fashion from watching the movie Zoolander. In other words, we don’t know much about the world of runway models and runaway fashion trends. It’s a joke we’ve made before when researching startups using artificial intelligence for selecting and designing fashion apparel. This fashionable use of AI got a ton […]

Protolabs Stock vs. Xometry Stock. And the Winner Is?

Here’s a thought exercise. Let’s say you invested in a stock that you believed was the market leader. Later, another company goes public which looks attractive – high growth and challenging the leader. The leader’s growth stalls and share price plummets. You’re underwater holding the “leader” and missing out on the upside of the challenger. […]

Investing in 5 Manufacturing on Demand Stocks

Studies show that investors feel the pain of a loss twice as hard as they feel the joy of a gain. Another psychological phenomenon is feeling strong emotions before any gain or loss has been realized. Until you sell a position to realize profits or losses, you really shouldn’t feel anything. But we all know […]

Xometry Stock – An On-Demand Manufacturing Marketplace

Anyone who decides to spend a few bricks on bee school will quickly become acquainted with the Harvard Business School (HBS) Case Method. It starts with a “case study,” a 10-20 page document written from the viewpoint of a real person leading a real organization. The aspiring leaders of tomorrow then use Google to try […]

Why We’re Long Protolabs Stock But Not Shapeways Stock

It’s bad enough that the market seems to be completely ignoring The Rona which is decimating the trillion-dollar travel industry and – one could argue – has caused the price of agricultural products to skyrocket. But another lingering effect of the pandemic is that it gives everyone a pretty good excuse. Just listen to the […]

Smart Manufacturing Startup Builds AI OS for Industry 4.0

Smart manufacturing. Industry 4.0. Smart factories. Industrial Internet of Things (IIoT). Manufacturing on demand. The list of buzzwords around how the world will completely digitize the manufacture of every widget imaginable goes on and on. These factories of the future will link every machine and robot, each mapped down to the micron in a cloud-based […]

Why Have 3D Printing Stocks Been Going Up Lately?

Back when we first started investing in tech stocks, we often made the mistake of confusing short-term stock price performance with long-term potential. For example, we’d write a piece on some small tech stock pointing out a bunch of red flags and then panic when it doubled in price. The criticisms would usually come from […]

Six Manufacturing-as-a-Service Companies

Computer-aided design has been giving us digital twins long before the term became mainstream. The ability to design something digitally and then create it in the real world has been around for a while. What’s changed is the variety of materials and lot sizes you can choose from, and speed at which you can do […]