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 […]
Sometimes it takes a while before a technology goes mainstream. One prerequisite is a name that conveys what the technology does while sounding good on a boardroom whiteboard. For example, the word “telexistence” seems to describe being able to exist in a particular place remotely. It’s an idea we wrote about four years ago in […]
Last week we got a sneak peek into the future of healthcare digitization when Teladoc (TDOC) and Livongo (LVGO) announced plans for a merger. On paper (as of early August), the combined company would have a market value of more than $25 billion. The former is rapidly grabbing market share in virtual health through its […]
Every time your items are rung up at the grocery store, a technology is used that was first patented 48 years ago. Several decades after the first barcode patent was issued, it began its use in stores and hasn’t evolved much since. Your bog-standard one-dimensional barcode (1D barcode) consists of vertical lines that contain 20-25 […]