Supply Chain Technology

Shopify Stock: A Bargain Basement Valuation?

Earnings six figures while working four hours a week from anywhere is a common promise made to naïve dreamers who think such a thing is purchasable. Just plunk down $299.99 for the PDF guide and avail yourself of financial independence. That appeal was often made by those who peddled dropshipping as the quickest way to […]

Samsara Stock Plummets. Time to Panic?

Many investors set a limit on how many stocks to hold because they believe holding too many stocks means they can’t follow them effectively. We’re presently holding 66 stocks, 30 of which live in our dividend growth investing (DGI) portfolio – Quantigence. The beauty about a DGI strategy is its simplicity – you can largely […]

Symbotic Stock: Sleeping With a Giant

Spending time in the corporate world helps investors understand more intuitively how businesses operate. Performance improvement plans are large collections of documentation used to exit people. Promotions are rarely predictable. And when two businesses interact, one is always the alpha. Vendors who provide services to large companies are always on the lowest rungs of the […]

Samsara Stock: An IoT Leader Worth a Look

The Toyota Hilux is indestructible. That theory was first tested by Britain’s acclaimed television show Top Gear, but that hardly compared to what YouTuber WhistlinDiesel did this past summer. After subjecting a Hilux pickup truck to an unfathomable amount of abuse, he took it to Moab and ran against a custom-built off-road machine in a […]

AutoStore Stock: A Warehouse Automation Pure Play

In today’s world of 8-second attention spans, it’s hard to convince people that becoming wealthy is about time in the market, not timing the market. That’s why we developed our own risk-averse tech investing strategy where we hunt out leaders and ideally hold them for a decade to let all that delicious alpha mature – […]

Everactive: Battery-Free IoT Sensors for Industrial IoT

We recently wrote about solar-powered sensors in the forests that detect forest fires and send alerts to Starlink satellites. SpaceX has moved into IoT with their acquisition of Swarm Technologies which means there will soon be loads of cheap connectivity for IoT sensors. Elon Musk appears to have solved the IoT connectivity problem, and this […]

Reverse Logistics Company Uses AI to Find Value in Retail

While “Retail Apocalypse” would no doubt make a great sequel to the iconic movie “Apocalypse Now” – with Martin Sheen reprising his role as Capt. Willard, trying to navigate his way through the dangerous modern day Mekong of the American mall – the term actually refers to the collapse of brick-and-mortar stores. More than 100 […]

Satellite IoT Startup Plans to Track Everything from Space

If at first you don’t succeed, try again. That’s not just the motto of drunk blokes trying to pick up women at She Soho in an attempt to pull off Gareth Keenan’s ultimate fantasy. It’s also the words by which most entrepreneurs live by, especially if their ultimate fantasy involves building a communications network in […]

Flying Drones For Better Warehouse Management

Almost exactly one year ago, our MBAs were doing field research at cannabis dispensaries in the Pacific Northwest and looking into “How Fruit Packing Warehouses Use Technology.” In the small town of Bingen, Washington, there’s a new fruit packing warehouse that transformed its entire operation using automation and robotics. They’re just one of more than […]

5 Real-World Use Cases for Blockchain in Supply Chains

Using blockchain technology to create efficiencies in large industries could reap billion-dollar rewards for driven founders. For example, we recently met with a startup called Othera that is using blockchain to transform the residential mortgage industry. They’ve partnered with a co-op that represents over 150 mortgage originators that generate in excess of $230 billion in mortgages per year. The founders are experienced […]