Oftentimes we’ll come across an investment thesis that crosses multiple disruptive trends. One example would be LiDAR, a technology used in robotics, industrial machinery, smart infrastructure, and autonomous vehicles. Another example is machine vision which is used for a similar swath of use cases. Then we have the indoor growing thesis which lends itself to […]
Earlier this year, we covered a couple of indoor farming companies going public through mergers with special purpose acquisition companies (SPACs). Neither seemed very appetizing for retail investors, with negligible revenues to date. As we predicted, more indoor farming startups (referring to both large-scale greenhouses and vertical farming operations) are jumping on the SPAC crazy […]
It’s exceedingly difficult to find insightful research these days, particularly for investment themes that are popular amongst the status quo. For example, everyone has an opinion about cryptocurrencies. If they don’t, someone will be giving them one soon enough. Real insights become diluted by drivel, and the fracas masks the con men coming out of […]
First it came for electric vehicle companies, and we did nothing. Then it started to swallow the commercial space industry, and we did nothing. Now there are hints of a new target – indoor farming companies. Will it be different this time? Probably not. In fact, it’s the same old story: An emerging technology sector […]
If you happen to live in Arizona and exercised your right to vote, some people owe you a debt of gratitude. That’s right, we’re talking, of course, about the legalization of recreational cannabis in the State of Arizona. As a result of your votes, the prosecutor in Arizona’s largest county is dropping all pending charges […]
Earlier this year we wrote about the sudden lack of interest in funding for vertical farm startups, which are companies led mostly by Silicon Valley gringos bringing microgreens that cost mega greenbacks to urban Millennials. In fact, AgFunder’s 2020 mid-year agtech investment report noted that novel farming startups had raised only $105 million in the […]
Nanalyze has largely avoided playing the pandemic clickbait game, but there’s no denying that the novel coronavirus has changed the rules in terms of what’s hot and what’s not. While the stock market has been mostly detached from reality, there is some logic behind the rise and fall of certain sectors of the economy in […]
We recently wrote about how cannabis stocks have been crashing as the industry constituents start to back out of deals citing lofty valuations in an industry that contains an abnormally large amount of risk in the first place. One way to mitigate all this risk is through diversification, and we talked about the two biggest […]
People from countries we refer to as frontier markets must roll their eyes when some people in America talk about how “oppressed” they are. The same people complaining about how bad it is in the States probably think Africa is a country when in fact it’s 54 countries. A lot of Africans actually are oppressed because about half of […]
We often use the terms “retail” and “institutional” to describe two types of investors. Generally speaking, a retail investor is anyone who invests on their own behalf. In other words, it’s your average Joe with a brokerage account. If said person’s net worth exceeds a certain threshold, they’re considered to be “accredited.” While accredited shouldn’t be […]