The most credible bull case for Tesla right now involves big data. The race to capture the trillion-dollar autonomous vehicle opportunity will be won by the company with the most extensive training data set. Hundreds of thousands of Teslas are out there right now gathering big data to train their autonomous algorithms on. These connected […]
Last year, we got a glimpse of what the world would look like without us – no crowds, no traffic, no nonsense. That led to the biggest drop in greenhouse gas emissions since World War II. Of course, all good things must end. Traffic in many areas is returning to pre-pandemic levels or even higher, […]
If at first you don’t succeed, try again. That’s not just the motto of drunk blokes trying to pick up women at She Soho in an attempt to pull off Gareth Keenan’s ultimate fantasy. It’s also the words by which most entrepreneurs live by, especially if their ultimate fantasy involves building a communications network in […]
They say you shouldn’t run a business unless you can describe what it is to a small child during an elevator ride. Here at Nanalyze, we find smart people who spent too much money on their educations and pay them peanuts to tell stories about exciting technology companies. Many of the people who read these […]
Godwin’s Law proposes that the longer an Internet comment section goes on, the greater the probability that someone will compare someone or something to Adolf Hitler or his deeds. At that point in time, the side making the accusations automatically loses the argument because they clearly haven’t thought through what they’re saying. When zee Germans […]
This past year, we’ve methodically gone through each of the twelve themes we cover to decide which stocks and ETFs we want to hold in our own Nanalyze Disruptive Tech Portfolio. More recently, we’ve been exploring the Internet of Things (IoT) theme which is slim pickings. The only IoT ETF out there doesn’t mesh well […]
As investors with a long-term horizon, we find it frustrating when a temporary investment thesis impacts a stock we’re holding or thinking about holding. For example, we recently looked at how Telehealth is More Than Just Virtual Doctor Visits. The best pure-play stock for the telehealth thesis, Teladoc, is up +112% year-to-date compared to a […]
According to the U.S. Census Bureau, there are 138 million housing units in the United States, many of which are giant McMansions that don’t get much use. While the Australians are in a close second when it comes to average home sizes, a person in Hong Kong has just a quarter of the floor space […]
It’s hard to figure out who the leaders are in the Internet of Things (IoT) because the term can encompass so many different things. Broadly speaking, IoT imagines a world where everything is connected to the cloud. All the data being generated allows us to create “digital twins” and optimize them. Consequently, areas we may […]
Anyone who loves reading science fiction (sci-fi) will know there’s a peculiar tendency for what is being portrayed as the future to become the future. Robots and artificial intelligence (AI) are a recurring theme in scifi, particularly when the two are merged to become a credible representation of a human. Today, a whole slew of […]