IoT Connectivity

TeamViewer – A German Internet of Things Stock

Godwin’s Law proposes that the longer an Internet comment section goes on, the greater the probability that someone will compare someone or something to Adolf Hitler or his deeds. At that point in time, the side making the accusations automatically loses the argument because they clearly haven’t thought through what they’re saying. When zee Germans […]

The Remote Connectivity Investment Thesis

As investors with a long-term horizon, we find it frustrating when a temporary investment thesis impacts a stock we’re holding or thinking about holding. For example, we recently looked at how Telehealth is More Than Just Virtual Doctor Visits. The best pure-play stock for the telehealth thesis, Teladoc, is up +112% year-to-date compared to a […]

A Pure-Play RFID Stock for IoT Investors

Over our many years of writing about disruptive technologies, we can never predict what sort of response our content will elicit. We’re not just talking about the cease-and-desist threats we get from penny stocks we write about, we’re talking about some downright spooky stuff. No article we’ve written has elicited more interesting emails than our […]

Hologram – A Cellular Platform for IoT Devices

In a recent appearance on The Joe Rogan Experience, Elon Musk puffed some bubonic chronic (much to the chagrin of those stuffy Tesla shareholders) and waxed poetic about how he has millions of ideas, but spends 80% of his time dealing with engineering and manufacturing. As every successful entrepreneur will tell you, everything comes down to execution. […]

Helium – Solving the IoT Connectivity Problem

When crowdfunding began gaining in popularity, it became quickly apparent that the platform was going to be exploited by scammers. Soon, it became difficult to tell whether or not the shoddy management team that failed to bring a product to market leaving a bunch of disgruntled “customers” in their wake was acting maliciously or not. […]