AI algorithms are only as good as the big data you feed them. ARK Invest’s fearless leader, Cathie Wood, told Bloomberg today that software companies will be the true beneficiaries of the AI explosion. UiPath (PATH) is learning about how knowledge workers work, and this allows them to perform more advanced automations, perhaps even with […]
Are you sitting down? We’ve got some bad news for you. Despite what the DEI department wants you to believe, not everyone is cut out to be a leader. Carl Jung and Isabel Briggs Myers both proposed frameworks that show how genetic and cultural components contribute to people adopting certain personality types, some of which […]
Growth and value are words thrown around by some investors who don’t understand the significance of these labels. For over three decades, companies like MSCI (MSCI) have been slicing and dicing the universe of global stocks into categories like value and growth using objective measures. A stock can exist in both a growth and value […]
There are a handful of investment themes that almost mandate participation because the potential opportunity is so large. Any total addressable market (TAM) upwards of $500 billion deserves some attention because it’s just too big to ignore. NVIDIA believes AI chips represent a $600 billion TAM, and last year they captured less than 5% of […]
Aside from adopting a recession-proof dividend growth investing strategy, risk-averse retail investors still interested in tech stocks should put a few criteria on their checklist. Look for high-margin software-as-a–service (SaaS) stocks because conventional wisdom says they are financially in a good position to become profitable (eventually) while maintaining a high-growth tempo. SaaS stocks should be […]
Just five companies in the world are worth more than a trillion dollars. Of those, four are tech firms, and three are the largest cloud computing providers in the world with a combined market share of around 65% – Amazon, Google, and Microsoft. Referred to as “hyperscalers,” they’re all experiencing tremendous growth while targeting an […]
“Sell to the rich, live with the poor. Sell to the poor, live with the rich.” That old saying couldn’t ring truer for companies seeking to bring the joys of consumerism to the last frontier – what finance professionals call “frontier markets.” Perhaps the least known opportunities can be found in the great country of […]
Meme stocks have shown just how much temporary influence retail investors can have on the stock market. Look no further than the recent surge in any stock associated with the letters “AI.” If ChatGPT is churning out amusing copy, it must be a great time to buy “AI stocks,” right? Never mind doing any due […]
Bigger is usually better. The term “economies of scale” is often used to describe how larger firms can operate more efficiently than smaller ones. The larger a firm becomes, the more difficult it is to compete with them. There are several key measures we use to identify which companies are the biggest within any given […]
Using a great product makes you want to invest in the product. When cannabis legalization started going mainstream outside of California, every stoner marijuana aficionado out there suddenly decided that weed stocks were the way forward. Popular brands enjoy the same benefit, and sometimes they’ll look to their customer base for funding where the most […]