Managers are expected to make decisions with limited information and do so with conviction. Oftentimes, it’s more important to have an opinion than it is to have the correct answer. MBAs learn this gift of gab by working on case studies where there is no wrong answer. After they graduate, companies pay them to make […]
Last month, we started our search for a robotics stock to replace the robotics ETF in our Nanalyze Disruptive Tech Portfolio. Intuitive Surgical (ISRG) stock is undoubtedly the best option for investors interested in the robot-assisted surgery theme, but we’re not yet convinced that’s the robotic automation market with the most potential, though there’s plenty […]
There’s a common misconception among Twitter critics – most of whom haven’t accomplished squat – that what’s keeping back would-be entrepreneurs from becoming billionaires is funding. They’ll posit it’s because some venture capitalists look the same, or dare ask critical questions of a business model with no regard for someone’s feelings. The truth is that […]
You don’t need to be educated in a particular topic to speak knowledgeably about it. All too often, educated people who should know better say daft things like, “Elon Musk’s net worth plunged $16.3 billion Tuesday, the largest single-day wipeout in the history of the Bloomberg Billionaires Index.” This non-news headline should read “Elon Musk’s paper wealth fluctuates rapidly […]
Birds of a feather flock together. First, we had all the electric vehicle stocks back their assets up into a special purpose acquisition company (SPAC) in reverse merger arrangements that sent shares soaring before deals even closed. Now, it appears that LiDAR companies are following suit. Since there is strong interest from our readers on […]
About four years ago, we first discussed a technology called LiDAR, and in that piece we talked about a startup called Velodyne whose LiDAR products were being used in 25 different self-driving car programs at the time. Today, Velodyne has emerged as a leader in the LiDAR space having advanced surprisingly far in just under […]
If you’ve ever taken a cruise, you know that it’s nothing like The Love Boat, a TV series from the 1970s and 1980s where people with bad hair hook up and get sunburned while sipping overpriced cocktails. OK, maybe the show was exactly like going on a real cruise. (We always thought it was amazing […]
Not all those who wander are lost. You’ve probably seen that cliché on countless T-shirts and bumper stickers, mostly from people who need new credit because they couldn’t find their way to a real job after majoring in postmodern deconstructionist design theory. While some great adventures can be had – when you accidentally stumble into […]
Everyone’s an armchair company leadership expert on Twitter these days, and no company has been given as much free leadership advice as Uber. From an investor’s perspective, one of Uber’s biggest problems is that there are no barriers to entry in the ride-sharing business. Uber has no real intellectual property that prevents anyone from offering a similar ride-sharing […]