Bigger is usually better. The term “economies of scale” is often used to describe how larger firms can operate more efficiently than smaller ones. The larger a firm becomes, the more difficult it is to compete with them. There are several key measures we use to identify which companies are the biggest within any given […]
Successful technologists understand that the ability to learn new domains is as equally important as having subject matter expertise in a single domain. Breadth is as important as depth. Competent software engineers can often move around laterally within an organization because of their ability to learn. They can also move upwards while still maintaining technical […]
What’s compelling about software-as-a-service (SaaS) companies is that you don’t really need to know what they do. If a company produces high-margin software that other companies can’t get enough of, that’s generally an attractive investment. Even Warren Buffett, a man who doesn’t do tech and only invests in what he knows, invested in a SaaS […]
Unless you’ve served time in some of America’s toughest corporations, you probably won’t know what the food chain looks like. At the very top of the hierarchy sits the Board Of Directors (BOD), a group of people who are elected to represent the interests of shareholders. Heading up this group of people is the Chairman […]
No matter how hard we try to follow best practices – diversify, don’t try to time the markets, use dollar cost averaging – we always find ourselves reverting back to bad habits. Of the 32 positions we’re holding right now, two of them we engaged in a bit of market timing on – Alteryx (AYX) […]
“The most arrogant thing an investor can do is to stock-pick,” was the title of an article by MarketWatch which suggested that purchasing any one stock implies the price is too low and every other person on the face of the planet thinks otherwise. According to the efficient market hypothesis, all available information should already be priced into any […]
If you work in a corporation where your job involves sitting in front of a keyboard all day, you probably have your own version of an “IT Helpdesk” that most likely drives you absolutely nuts. IT Helpdesk is your resource for rectifying any computer related issues you might have because the “local IT support” team […]