Last year, we judged Teladoc (TDOC) as the best investment into the telehealth theme – and that was just a few months before the company’s $18.5 billion blockbuster acquisition of Livongo, which developed an AI platform for managing chronic diseases like diabetes. The business model is all about providing services virtually through apps, chats, and […]
The days of living inside a biological human shell are almost over. At least that’s what futurists are hoping for, as we roll out more advanced neurotechnology that allows humans to interface directly with machines. It’s possibly both the most exciting and most alarming thing happening in life sciences right now. We previously looked at […]
Sometimes our new subscribers will ask for “stock picks,” and we’re quick to explain that’s not how we operate. We manage our own portfolio of tech stocks based on our unique needs and risk profile. Our subscribers, many of whom are professional money managers, derive insights from our research since we document every investment decision […]
Back in the 1670s, a Dutch cloth merchant by the name of Antonie van Leeuwenhoek invented the first microscopic lens to get a better view of his cloth threads. Using his new invention, he discovered the microscopic world of cells, bacteria, and oddly enough, sperm. He singlehandedly became the father of microbiology. While it’s a […]
One of the big challenges over the last year or so – aside from deciding when it was safe to get a haircut again – is teasing out the ephemeral from the existential when it comes to investing in the stock market. We’ve referred to this as the remote connectivity investment thesis. Basically, investors are […]
It’s probably no surprise that money is pouring into life sciences and healthcare startups during the biggest medical crisis in a century. CB Insights reported that global healthcare funding hit a new record $31.6 billion in this first quarter of 2021. It’s also no shock that the two biggest trends – artificial intelligence and telehealth […]
We believe it’s critically important to only invest in businesses that we understand. If you need a subject matter expert to explain a company’s value proposition, you shouldn’t be invested in it. Yesterday’s article on A Pure-Play LegalTech Stock for FinTech Investors is a great example of a value proposition that’s easy to understand. Today, […]
Blockbusters – drugs with annual sales of at least $1 billion – are to pharma companies what unicorns are to venture capitalists (VCs). They’re what you ultimately want to find. Proteins are the basis for many blockbuster therapeutics. For example, Insulin, the protein-based hormone used to treat diabetes, had a market value of $21.2 billion […]
In the famous 1968 short film, “Cosmic Zoom”, the viewer starts with a boy in a boat, and zooms out to the Earth, to the solar system, and to the galaxy, until the viewer gets the entire view of the universe. Halfway through the film, the camera view switches direction and zooms into a mosquito […]
For quality tech stocks that have traction, the original thesis doesn’t change much over time. Sometimes, a good company will have a bad quarter, and the stock price will drop -30%, presenting a possible buying opportunity. That’s how we ended up holding shares of Alteryx and Splunk, two purchases that were quite hypocritical considering how […]