A few years ago, we wrote an article about how computational chemistry is merging with artificial intelligence technologies to speed up drug discovery. Computational chemistry is a scientific field that uses computer simulations to help solve chemical problems. A related field is computational biology, which uses similar techniques to answer complex questions about biology. Add […]
One of the biggest breakthroughs in healthcare came out in 2021. No, we’re not talking about the covid vaccine. DeepMind, the UK-based AI laboratory owned by Alphabet, released the source code for AlphaFold2. This potential Nobel-winning piece of software can now predict the three-dimensional structure of nearly all proteins, the molecular machines that underpin every […]
One of our core mantras at Nanalyze is that if 95% of professional investment managers can’t beat a broad market benchmark, it’s highly, highly unlikely that an all-night session of LMGTFY will lead you to the next Microsoft or Google. Indeed, a recent study that looked at the performance of more than 64,000 global stocks […]
Have you ever noticed that you can go years without hearing a particular word or name, but then suddenly it keeps popping up in uncanny ways? Lately, for us, it’s been SAP (SAP). No, we’re not talking about saps, as in Fools, but the world’s third-largest software company by revenue. Software developed by the $100 […]
Last month, we wrote about TaskUs stock (TASK), which offers a way to invest in a little light human slavery digital offshoring services. But the company relies heavily on a Philippines-based workforce to power its software-as-a–service (SaaS) model. There are references to artificial intelligence and automation technologies, but cheap or crowdsourced labor isn’t exactly what […]
Here’s a question for all you ESG advocates out there. When you go through and run your numbers that show how “diverse” an organization is, do you classify the employees in emerging market centers as “Asian?” You should, because John in Mumbai and Rosie in Manila are indeed “Asians.” So, isn’t it a problem that […]
In a sign of the times: Alphabet, Google’s parent company, reported an 8% decline in quarterly profits for Q1-2022. Don’t worry: We don’t have to start a GoFundMe campaign or anything. The titan of the tech giants still had net profits of more than $16 billion on about $68 billion for the most recent quarter. […]
The old “John in Mumbai” joke heralds back to the days when Indian support desk agents were given Western-sounding names which didn’t manage to fool anyone. These days that slight accent you hear when calling a support desk is the twang of Tagalog, the predominant language spoken in the Philippines. We’ll just say what everyone […]
One disadvantage of having a living investment methodology is that as things change, you need to go back and revisit previous conclusions that may have changed. For example, we instituted a rule that prevents us from investing in any firm with a market cap of less than one billion dollars. That’s because the smaller a […]
We’ve been in the business of researching stocks for 20 years now and never cease to be amazed at the sorts of nefarious individuals walking freely. The ability to smell a rat comes from years of exposure to the odor. Usually, it’s just a hunch. Then you do some digging and find past lawsuits in […]