If you’ve been on this planet for 70 years, you would have been present for four global recessions. The first would have been in 1975, and the last in 2009. The flames of warning are starting to flicker again says Reuters – higher interest rates, red-hot inflation, and energy crisis – and of course the […]
Last week’s news cycle was dominated by a headline that almost makes you shed a tear. No, we’re not talking about Jennette McCurdy finally revealing to the world why she doesn’t like Ariana Grande. We’re talking about the sheer beauty of DeepMind’s latest accomplishment – the ability to predict the structure of nearly all proteins found in nature. […]
A great interview question to ask a fresh-faced MBA goes something like this. “Take the most sophisticated financial concept you know and explain it to me like I’m your grandmother.” It’s an elegant way to find out just how well a candidate understands the dreadfully boring financial concepts they’re forced to memorize, while simultaneously probing […]
Nanotechnology was supposed to change the world until it didn’t. Carbon nanotubes and graphene resulted in a big nothing sandwich, at least from the perspective of investors who tried to invest in these nanomaterials. Back in 2016, we posited that the emergence of synthetic biology and gene editing were nanotechnology under a different name. In […]
Proteomics – the study of proteins – is incredibly complex stuff. That’s why fund managers often hire subject matter experts to navigate such topics. We disagree with this approach. You cannot invest in what you know if you need an interpreter to do so. A simple understanding of the opportunity can suffice in most cases. […]
Figuring out how much to tax the commoners is a tricky problem to solve. Tax people too much and they won’t have much of an incentive to work. Tax them too little and you won’t generate much revenue. In Sweden, taxes are the highest of any country in the world at over 57%, yet plenty […]
Yesterday’s news cycle was dominated by a headline that makes you almost shed a tear. No, we’re not talking about how Kelly Osbourne doesn’t know how to go on after the death of her dog. We’re talking about the sheer beauty of DeepMind’s latest accomplishment – the ability to predict a protein’s 3D structure from […]
Blockbusters – drugs with annual sales of at least $1 billion – are to pharma companies what unicorns are to venture capitalists (VCs). They’re what you ultimately want to find. Proteins are the basis for many blockbuster therapeutics. For example, Insulin, the protein-based hormone used to treat diabetes, had a market value of $21.2 billion […]
In the famous 1968 short film, “Cosmic Zoom”, the viewer starts with a boy in a boat, and zooms out to the Earth, to the solar system, and to the galaxy, until the viewer gets the entire view of the universe. Halfway through the film, the camera view switches direction and zooms into a mosquito […]
We recently had the chance to present our take on nanotechnology investing to The Nanotechnology Industries Association, and it wasn’t the most compelling topic, at least when it comes to the success of nanomaterials. One attendee joked that the word “nano” is Greek for “we need funding.” It’s a reflection on how nanotechnology didn’t really […]