Enterprise of Things

How Augmented Reality Fits into IoT Enterprise Solutions

Last year, we decided to add the German IoT company TeamViewer (TMV.F) to our Disruptive Tech Portfolio. It scratched all of the right itches – highly profitable with a 100% subscription model, crazy growth across different metrics, strong regional diversification, and foreign currency exposure. (It also doesn’t suffer from the ARK effect.) Its connectivity platform […]

C3.ai – An Enterprise Artificial Intelligence Stock

Invented by the Chinese more than 2,500 years ago, Go is thought to be the oldest board game ever played. There are vastly more possible Go games than there are subatomic particles in the known universe. In the beautiful documentary AlphaGo, we see the country of Korea captivated by an artificial intelligence (AI) program playing […]

Blackberry – An Enterprise of Things Stock

If you’ve ever been in a business strategy class, you’ve probably been asked the big question. What’s the number one thing that a business needs to do? You might hear answers that talk about profitability, shareholders, and revenues. Those are all answers that make sense, but they’re not the right answer. The number one thing […]