Checking in with stocks once a year eliminates lots of the noise found in quarterly results. It’s also long enough so that you only remember the most basic reasons why you made the investment in the first place. We invested in Confluent (CFLT) because the future of big data will be firms analyzing it in […]
A few days ago, we wrote about bargain hunting for software-as-a–service (SaaS) stocks. The piece was partly about finding value in legacy software companies making the transition to a SaaS business model. In the article, we used PTC Corporation (PTC), a software company that specializes in building design software that has expanded into IoT and […]
“You know who” had a meeting with his fellow Twitter employees in which he talked about how advertising return on investment (ROI) doesn’t need to be provided in bull markets. Just throw money at any old influencer and who cares what sticks. These days, media companies need to show they’re effective at showing an ROI […]
Once upon a time, but not so long ago, Nanalyze covered tons of tech startups. We published dozens of lists, from the top AI startups in the United Arab Emirates (of all places) to some of the first synthetic biology startups making fake food (and now being sold in fast-food places). Starting around 2017, some […]
Conviction is a critically important virtue of an effective leader. You must believe what you say when you say it. There’s no room for misinterpretation when you’re commanding the troops. This same principle extends to the investing world. We often make fun of the term “cautious optimism” because it epitomizes how many pundits are afraid […]
The epitome of a first-world problem is complaining that the supercomputer that’s constantly by your side – the one mostly used to read inane drivel on social media or play games – doesn’t stay charged long enough. All that cheap constantly available electricity available everywhere doesn’t stay in that incredibly engineered compact lithium battery long […]
There’s an old saying the Americans have which goes something like this. Take a number two or get out of the loo. It’s about being decisive and acting with conviction. In the world of investing, this becomes critically important. When a stock you’re holding falls and your thesis hasn’t changed, you add more shares if […]
Some people binge-watch TV series. We binge-watch movie trailers, because we generally don’t have the time to devote to a season’s worth of episodes or Oscar-contending films, but we don’t want to exist entirely in a pop culture vacuum. As you might expect from geeky MBAs who cover emerging technologies, our sweet spot is science […]
Think about a virtual world that’s so real you wouldn’t know it’s a virtual reality. Maybe we’re living in such a world already, and that’s called the simulation hypothesis. If you’re in a simulation, and you create another simulation, then you have nested simulations. Elon Musk believes there’s a one in a million chance we’re […]
Short-term stock price movements are nothing but noise, yet human emotion means we can’t help but check our portfolios every five minutes during market open. You’d think mainstream pundits would discourage such behavior, but they do anything but. Just look at this gem from Jim Cramer several days ago (our emphasis in bold). A year […]