Because the pandemic has become political, you’re sticking your neck out when you say stuff like this, but here it goes. What if the mortality rate was really serious, like in the double digits? Would people behave differently? Perhaps, but a low mortality rate that increases with age isn’t a big concern for many of […]
Technological innovation comes and goes constantly. Retail investors should only concern themselves with technology that generates revenue. That’s when something moves from “emerging” to “disruptive.” The time for teams-with-dreams to show traction should be far behind them when they look to the public markets for capital. Special purpose acquisition companies (SPACs) changed that by normalizing […]
One of Warren Buffett’s many notable quotes is that “if you’ve been playing poker for half an hour and you still don’t know who the patsy is, you’re the patsy.” In the investing world, these people are called bag holders. They’ll buy a stock when it’s close to peaking and then hold it stubbornly until […]
Spending an afternoon on the Oxford campus is a special experience that opens your eyes to the possibilities of youth. As you sip your shandy and watch the students scurry by, you start to realize that while some academics dedicate their entire lives to benefiting humanity, others of us can barely manage to keep our […]
There are stocks that you want in your portfolio because the technology sounds cool or the company is on a mission to save the world, or because you don’t want to miss out on the latest craze like cryptocurrency or pot stocks. That’s actually called motivation, because there are no inherent good reasons why you […]
Getting life insurance is one of those things that responsible adults are supposed to do, like work the same job for 45 years and retire with a gold watch. Who does that anymore? Similarly, the number of people buying into life insurance policies is dropping. Over the last decade, life insurance market penetration decreased by […]
Regular readers of Nanalyze may have noticed that we don’t cover too many startups these days. That’s partly because you’ve let us know that you’re most interested in learning about investment opportunities available to retail investors. Many people who invest in private companies are folks who shower in the morning and don’t have to pull […]
“Wait for the dust to settle. If shares start to approach the $10 mark, then you’ll be paying what the smart money paid.” That’s what we said about Butterfly Network (BFLY) back in November 2020 when they decided to go public using a special purpose acquisition company (SPAC). Seems like the smart money overpaid as […]
Oftentimes, we’ll come across a promising investment thesis that’s sailed through most of its life without accomplishing much. (Graphene anyone?) While some investors bet on carbon-based nanomaterials transforming the entire materials industry, others looked to new engine designs that might disrupt the automotive industry. We’ve covered at least half a dozen companies trying to reinvent […]
Proteomics – the study of proteins – is incredibly complex stuff. That’s why fund managers often hire subject matter experts to navigate such topics. We disagree with this approach. You cannot invest in what you know if you need an interpreter to do so. A simple understanding of the opportunity can suffice in most cases. […]