Stop reading this article for a moment and stare at a point on the wall. How much of what you see is rendered in high resolution? The Verge took a break from politics and wrote an excellent article on how the human eye sees things. Only about 0.1% of what you see in your field […]
There’s a common misconception among Twitter critics – most of whom haven’t accomplished squat – that what’s keeping back would-be entrepreneurs from becoming billionaires is funding. They’ll posit it’s because some venture capitalists look the same, or dare ask critical questions of a business model with no regard for someone’s feelings. The truth is that […]
As one ages, there’s a desire to leave the world a better place than you found it. While most jobs in finance don’t ring that bell, we always get a warm and fuzzy feeling teaching people how to become better investors as opposed to telling them what exciting stock to invest in. So, whenever we […]
A classic question you’ll inevitably hear asked in bee school is what the ultimate goal of a business should be. It’s not to be profitable, or to grow, or to generate revenues. The ultimate goal of a business is to survive. For investors, the problem is that some companies can survive an awful long time […]
The Oracle of Mars, Elon Musk, has often alluded to the conspiracy theory metaphysical possibility that we’re living in a simulation. It’s like that scene from “Animal House” where Pinto the pledge ponders the implication that one atom in his fingernail is an entire universe. Ergo, his universe is but a single atom in the […]
A few years ago, it seemed like every other article we wrote was about artificial intelligence, while lamenting the fact that there were few pure-play AI stocks on the market. Today, there’s no lack of variety for investors to put money into AI stocks. Half of the 16 articles we’ve written specifically on AI this […]
Last year, we decided to add the German IoT company TeamViewer (TMV.F) to our Disruptive Tech Portfolio. It scratched all of the right itches – highly profitable with a 100% subscription model, crazy growth across different metrics, strong regional diversification, and foreign currency exposure. (It also doesn’t suffer from the ARK effect.) Its connectivity platform […]
This whole “we’re living in a simulation” theory you hear Mr. Elon Musk talking about should be talked about a whole lot more. Atoms are 99.99% nothing, and everything is made of atoms. Ergo, everything around you is largely nothing. Cognitive psychologist Donald Hoffman believes that our reality today is actually a user interface that […]
It’s hard to say which industry has suffered the most from the pandemic over the last year. While there are a few professions that perhaps should go extinct – professional cuddlers anyone? – it will take years to recover from the job losses and economic fallout in some industries. Movie theaters are certainly high on […]
If artificial reality (AR) and virtual reality (VR) were two college students who just graduated, one would be much further along in their career than the other. Augmented reality has been making some solid strides into enterprise applications. At least two larger stocks we’ve covered – PTC Inc. and TeamViewer – are now offering enterprise […]