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Intelsat – A NewSpace Stock On Sale?

Thematic investments in disruptive technologies are tricky. Even if you’re able to find some pure-play stocks, technologies and business models evolve so quickly that you may find that you backed an entire pack of losing horses. Solar and 3D printing are both great examples of under-performing themes that have disappointed investors over the past decade. […]

A Stock for Investing in Recycled Plastics

When panic ensues in the financial markets, financial services firms are quick to reach out and assure their clients that they have everything under control. Cancels affect run rates, and clients need to know that all those tools they’re paying exorbitant amounts of money for will work in bear markets as well as bull markets. […]

Moderna and the Coronavirus Vaccine Thesis

It’s on the cover of every magazine, on the headline of every newspaper. People can’t stop talking about it, and frankly, we’re getting sick and tired of hearing about it. That’s right, we’re talking, of course, about The Bachelor’s wild finale yesterday, where Peter’s love triangle turned into a messy happily ever after. Absolutely riveting stuff, but […]

Investing in Publicly Traded Venture Capital Firms

If you think plunking down $98,192 for ten months of education sounds a bit extreme, you’re not alone. Yet more than 58,000 people have done just that to go through the INSEAD MBA program in hopes of taking their careers to a new level. The man who founded INSEAD, Georges Frédéric Doriot, had a knack […]

Managing Longevity Risks and Opportunities

Shelly Kagan is Clark Professor of Philosophy at Yale, and he teaches a great class about death – PHIL 176: Death. You don’t need to have high SAT scores in order to attend this class, nor do you need to reside in Connecticut. Using the power of the Internet, anyone on this planet can attend his […]

The Importance of National Cannabis Brands

In reviewing what themes our readers click through most in our newsletter, anything related to cannabis is always a big hit. Interest in cannabis investing peaked last year, and now is the time when everyone appears fearful so you’re supposed to be greedy. If your investment thesis hasn’t changed, then now is the time to back up […]

A Data-to-Everything Platform Powered by AI

“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 […]

Is Teradyne an Industrial Robot Stock Yet?

Because we write about exciting disruptive technologies, we’re read by a large number of eager first-time investors who are trying to find the next Microsoft and unaware of just how easy it is to lose money in the stock market. The fact that we’re now in the longest bull market ever doesn’t help much either. […]

What’s Happening with 3D Printing Stock Titomic (TTT)?

For your average John Doe investor with a brokerage account, investing in disruptive technologies like 3D printing can seem futile. Even if you can avoid the over the counter (OTC) companies pretending to be pure-play stocks, investing in actual pure-play stocks may empty your wallet simply because the entire business model changed. Even if you […]

Why Walmart is Embracing AI and Robotics

One of the most famous bonehead quotes from a chief executive who brushed off technological disruption came from Blockbuster CEO Jim Keyes in 2008. He said, “Neither Redbox nor Netflix are even on the radar screen in terms of competition.” Two years later, Blockbuster filed for bankruptcy and Keyes got a job stocking DVDs in […]