“Wait for the dust to settle. If shares start to approach the $10 mark, then you’ll be paying what the smart money paid.” That’s what we said about Butterfly Network (BFLY) back in November 2020 when they decided to go public using a special purpose acquisition company (SPAC). Seems like the smart money overpaid as […]
It’s probably no surprise that money is pouring into life sciences and healthcare startups during the biggest medical crisis in a century. CB Insights reported that global healthcare funding hit a new record $31.6 billion in this first quarter of 2021. It’s also no shock that the two biggest trends – artificial intelligence and telehealth […]
For quality tech stocks that have traction, the original thesis doesn’t change much over time. Sometimes, a good company will have a bad quarter, and the stock price will drop -30%, presenting a possible buying opportunity. That’s how we ended up holding shares of Alteryx and Splunk, two purchases that were quite hypocritical considering how […]
As the years go by, technology keeps catching up with science fiction. We’ve come a long way from the rehashed tale of Frankenstein’s monster being brought to life using 19th-century sewing techniques and a spark of electricity. Nowadays, Hollywood just crams sci-fi movies, sequels, trilogies, and even tetralogies down our throats as fast as they […]
We’re gobsmacked by the sheer number of special-purpose acquisition companies (SPACs) launching, given that most of these SPACs offer little value to the retail investor. One of the exceptions (if not for the premium stock price) is the recent IPO by Butterfly Network (BFLY), which is disrupting the ultrasound industry with a portable medical device […]
So much in medical science is yet unknown. For example, if you think your brain is what makes you “you,” think again. A documentary called Transplanting Memories proposes some controversial theories about how it’s not just the brain paying attention. While the prevalence is small at 5%, there are a number of interesting cases where […]
Earlier this month, Alphabet (GOOG) took the air out of its Loon subsidiary, a former moonshot project for deploying internet around the world using high-flying balloons. Apparently, the economics just didn’t work out. No word on how much Google’s parent company spent on Loon, but SoftBank had sunk $125 million into the business in 2019. […]
As we’ve written before, the problem with investing in emerging technologies is that you can rarely predict which industries will be disrupted and which will remain completely unaffected. 3D printing has certainly been among the most unpredictable technologies we cover. Real growth is coming in areas like distributed manufacturing, led by companies like Materialise (MTL), […]
Do as I say, not as I do. We find ourselves guilty of that sometimes. For example, we advise readers to never try and time the market, but we’ll occasionally engage in the practice ourselves. When Alteryx dumped -40%, we couldn’t help but open a position. Sometimes, we’re willing to take on additional risk because […]
We recently profiled an AI healthcare startup called AliveCor, which has developed machine learning algorithms that turn smartphones into clinical-grade electrocardiogram (ECG) recorders using only a small handheld device. It fit snugly into our ongoing coverage of remote patient monitoring in the Age of Rona. We’ve also written quite a bit about the increasing role […]