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Reviewing the Stocks in ARK’s Space ETF

Space stocks are like blockchain stocks. You really need to stretch the definition in order to come up with a list big enough to put together an ETF. Some tech themes like fintech or robotics actually have enough constituents to build an ETF. But even then, providers can rarely agree upon what stocks to include. […]

Ginkgo Bioworks Stock is a Risky Bet on Synbio

We always say you shouldn’t invest in stories, but sometimes it’s so darn hard not to. That’s because deep down inside, we all like to have a punt now and then. It isn’t often we’re compelled to invest in teams with dreams, but Ginkgo Bioworks tempts our risk-averse nature like few others have. Since we […]

AbCellera Stock – Turning Antibodies Into Drugs

We believe it’s critically important to only invest in businesses that we understand. If you need a subject matter expert to explain a company’s value proposition, you shouldn’t be invested in it. Yesterday’s article on A Pure-Play LegalTech Stock for FinTech Investors is a great example of a value proposition that’s easy to understand. Today, […]

A Pure-Play LegalTech Stock for FinTech Investors

Way back in 1975, Harvard Business Review wrote a piece on the importance of market share. The higher the market share a company has, the more likely it is they’ll be able to show a superior return on investment. Intuitively this makes sense based on things like economies of scale. Says the piece, “once a […]

Vicarious Surgical Stock – Surgical Robots With VR

“Vicarious Surgical develops virtual reality (VR) software for minimally invasive surgery procedures.” That’s what Crunchbase says today, and that’s what we thought they were doing when we first wrote about the company back in 2017 in a piece titled 15 Virtual Reality Startups in Healthcare. At the time, we didn’t think VR surgeries made much […]

MDA Stock Offers Diversified Exposure to Space Theme

Only a few movie sequels ever truly succeed. One exception is “The Empire Strikes Back,” which every Star Wars fan knows is the best film of the series. The investors who backed the film would also agree, as it grossed about $550 million worldwide in 1980. In today’s greenbacks, that’s more than $1.7 billion when […]

Is Impinj Stock a Buy at Today’s Prices?

Deciding which tech stocks to invest in can be overwhelming. That’s why we categorize every stock we write about into one of three buckets – love, like, and avoid. If we love a stock, that means we own it. If we like a stock, there’s something keeping us from buying it. Sometimes that’s price, but […]

A Complete Guide to Investing in Blockchain Stocks

If you’re a recruiter in the financial industry, one place to find ambitious young talent is by looking for people who spent time as a summer associate at a top-five investment bank but weren’t extended a job offer afterwards. Getting into a summer program at an investment bank is nearly impossible, and those who manage […]

Why We’re Long Protolabs Stock But Not Shapeways Stock

It’s bad enough that the market seems to be completely ignoring The Rona which is decimating the trillion-dollar travel industry and – one could argue – has caused the price of agricultural products to skyrocket. But another lingering effect of the pandemic is that it gives everyone a pretty good excuse. Just listen to the […]

Splunk Stock is Falling Along With Revenues. Why?

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) […]