Spending six figures on bee school means you get to do cool things like networking (begging for an internship) and working on case studies (solving problems with no correct answer). Analyzing a case study trains you to make decisions with conviction based on limited facts. That’s how we often approach investment decisions. For example, consider […]
We’re firmly convinced that retail investors can avoid most bag holder pitfalls by not investing in companies unless they have meaningful revenues. Too often we see exciting stories being spun that never come to fruition. For whatever reason, investors are attracted to growth stories like moths to a flame, and nothing gets the attention of […]
It’s that time of the year again that we really don’t look forward to. Maybe it’s because our mediocre expectations aren’t even close to being met. We’re just so sick and tired of being let down, year after year. That’s right, it’s time for our annual article on how the commercialization of graphene is right […]
You’ll often hear us use the term “trying to find the next Microsoft” which refers to investors who are looking for that one exciting get-rich-quick stock as opposed to doing it the slow and boring way with multiple stocks. Warren Buffet didn’t accumulate his wealth investing in exciting stocks, it’s the boring old dividend growth […]
People cannot help but be attracted to cult stocks where the story becomes more important than the basic principles of investing. Charismatic leaders seem to be a necessary ingredient for cult stocks lately, as both Richard Branson’s Virgin Galactic (SPCE) and Elon Musk’s Tesla (TSLA) reached new highs last month as millennial investors piled in. When stocks […]
We’re all familiar with the concept of Gartner’s Hype Cycle which says that any given disruptive technology will experience a great deal of hype before everyone forgets about it and real progress starts being made. As technologies progress through the cycle, business models change, and leaders often end up becoming laggards. – the evolution of 3D […]
Over the past 4 years we’ve dedicated 27 articles to educating investors about “the graphene industry” and so far, we have to say it’s been a bigger disappointment than carbon nanotubes, which were also expected to change the world. Graphene stocks just haven’t performed leaving us wondering if graphene will ever live up to its […]
We’ve covered most of the graphene companies out there in past articles. As for the handful of publicly traded “graphene stocks”, things haven’t shown much promise yet for investors. The first graphene stock to debut, Applied Graphene Materials (LON:AGM), keeps providing customer samples but hasn’t shown any revenues since their IPO in November of 2013 after which they’ve […]
We’ve written 24 articles over the past 2 years about a miracle nanomaterial called graphene, the companies that produce it, the few publicly traded plays on graphene (AGM and Haydale), and potential commercial applications that are hitting the market. We also highlighted a fair number of “graphene stocks” that aren’t viable plays on graphene. After all that […]
Graphene is an exciting material, make no mistake. When investors read about the potential applications for this miracle nanomaterial, they want in on the ground floor and look for companies that can give them pure play exposure to the graphene theme. However, caution is warranted. Some companies purport to be in the graphene business but […]