Understanding the evolution of enterprise software business models helps investors look beyond the sea of complex acronyms and ever-changing terminology to understand trends. In the olden days, companies hired software developers to build internal applications which serviced all functions. This was especially the case where secrecy was paramount. It’s why firms like Morgan Stanley built […]
Social media is largely a collection of loose point-to-point connections. Before social networks came on the scene, savvy tech individuals would connect with one another using phone lines and modems. It was common for kids to convince their parents to get another phone line so that people could actually call the house. This allowed for […]
We recently did a deep dive into a fast-growing telehealth company that’s trying to become the go-to platform that employers use to cut healthcare costs by emphasizing things like primary care video visits. There’s quite a scramble to grab market share in digital healthcare, including from Amazon, though the e-commerce giant hasn’t quite conquered the […]
One of the cool things about an investment research firm like Nanalyze is our longevity. We’ve been around for nearly 20 years now, and so we benefit from being able to draw on more than 2,200 research pieces. In effect, we have a unique dataset across a dozen emerging technology sectors. In that span of […]
The last proper bear market to take place was in 2007 when the S&P 500 lost more than half its value over 1.3 years. It’s fair to say that anyone 35 years old or younger has never experienced what true pain feels like, and many of today’s analysts seem shocked that growth is slowing for […]
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 […]
Dictionary.com probably has the best definition of a conglomerate. It’s a corporation consisting of a number of subsidiary companies or divisions in a variety of unrelated industries, usually as a result of mergers and acquisitions (M&A). Some popular conglomerates in our dividend growth portfolio include 3M (MMM) and Johnson & Johnson (JNJ), though the latter […]
Our recent piece on finding the next Tesla suggested that future upside for autonomy may trump the electric vehicle thesis. That’s what ARK Invest seems to think as they believe Tesla’s robotic taxi will generate more than half the company’s profits by 2026. But it’s not clear that autonomy on city streets is the best […]
Paper losses are a constant reminder that you pulled the trigger too soon on a stock. Maybe it was fear of missing out (FOMO), maybe it was because you tried to time the market, or maybe it was because you exhausted all your capital dollar-cost-averaging into a position, and now your capital commitment rule doesn’t […]
Once in a great while we come across a heartwarming story, where people come together to solve the world’s greatest problems and find success along the way. No, we’re not talking about the two young men from South Africa who started a water company that reinvented the wheel when it comes to accessing clean H20 […]