When evaluating the merits of tech stocks, we like to focus on the exposure investors receive to any particular theme. This is often measured by revenues that can be attributed to the theme as a percentage of total revenues. For example, we looked at how Teradyne has been slowly expanding into industrial robotics. Over time, it’s […]
Walk into any grocery store in America and you’ll find a variety of fresh apples for consumption. It’s remarkable to think how developed markets have managed to secure the availability of apples year-round. That miracle is made possible through lots of behind-the-scenes work that takes place at packing houses to ensure only the best fruit […]
We recently marveled at the rapid growth of an Internet of Things (IoT) startup called Samsara that went from $0 to $6.3 billion in valuation in just four years, quickly dominating sectors like fleet management and industrial automation. Of course, we live in a fantasy startup world where herds of billion-dollar unicorns roam wild, consuming […]
No matter how innovative an idea you think you have, that and $3.50 might get you a small drip coffee at Starbucks. Ideas are worth nothing. Execution is everything. That’s why we’ll often see numerous startups trying to tackle a particular problem with technology. A few years later, a leader will suddenly emerge that hasn’t been at it […]
Famous American philosopher George Carlin did a brilliant riff on stuff. He rightly contended that we just spend our lives moving and acquiring our stuff, and a house is just a pile of your stuff with a cover on it. Companies that are in the business of making and selling stuff have to be able to […]
When crowdfunding began gaining in popularity, it became quickly apparent that the platform was going to be exploited by scammers. Soon, it became difficult to tell whether or not the shoddy management team that failed to bring a product to market leaving a bunch of disgruntled “customers” in their wake was acting maliciously or not. […]
Part of our daily job is to go through the hundreds of emails we receive. Most are the usual “what can you do for my client” rubbish, but a small number of them are extremely interesting – like the schizophrenics. Also falling into the interesting bucket are emails from people who have an amazing idea that just […]
Shoplifting comes in many shapes and forms, from the broke pre-teen who is about to learn a valuable life lesson to a sophisticated gang of criminals that brazenly robs stores right in front of security cameras. In whatever form it ends up taking, shoplifting is when someone takes something from a store without paying for it – […]
The sweet spot for any digital nomad is the ability to work from anywhere on the planet, provided that there’s readily available Wi-Fi access. Since we’re all remote workers here at Nanalyze, we’ve spent a fair amount of time holding up our phones looking for “two bars” of reception so we can start writing. We found an app […]
When you’re a small business owner, you learn to manage your costs very quickly to compete. In the United States, 91% of trucking companies have fewer than 6 trucks with the average having 3 trucks. With more than one million trucking companies in the U.S., this translates to 900,000 owner operators that won’t be likely to make any large investments in technology […]
Tech doesn’t have to be difficult to understand