Usually, when a hardware company talks about how they can address 50 different use cases across 12 different industries, it means they haven’t made inroads into any. This is characteristic of companies with marginal revenues or none. Addressing a very specific use case and conquering it opens doors to adjacent opportunities. NVIDIA did a great […]
Those of a certain age may remember actor Matt Dillon’s greatest performance of his career as a drug addict who, with his drug-addled gang, busted into pharmacies to get a fix and make some cash. “Drugstore Cowboy” came out in 1989, but what the medical industry euphemistically calls “medication loss due to drug diversion” is […]
Spending time in the corporate world helps investors understand more intuitively how businesses operate. Performance improvement plans are large collections of documentation used to exit people. Promotions are rarely predictable. And when two businesses interact, one is always the alpha. Vendors who provide services to large companies are always on the lowest rungs of the […]
Those with very little capital to invest often look for ways to increase it exponentially while taking on loads of risk in the process. We call this “finding the next Tesla.” Usually, this starts with a theme that’s easy to understand and compelling. Robots are a great example. Then it’s off to ask the Ministry […]
Sometimes the future takes a long time to arrive. That’s a Nanalyze original (as far as we know), and it simply refers to the fact that hype around technology lags far behind commercially viable adoption. Consulting firm Gartner has made a living with its hype cycle charts, but even those don’t necessarily capture the decades-long […]
The worries never end when you’re a CEO. First, you lose sleep over not having dominant market share in your industry. When you’ve achieved that, you lose even more sleep over who might steal it from you. Maintaining market share is critically important because fending off competitors as a market leader is easier. Should you […]
Managers are expected to make decisions with limited information and do so with conviction. Oftentimes, it’s more important to have an opinion than it is to have the correct answer. MBAs learn this gift of gab by working on case studies where there is no wrong answer. After they graduate, companies pay them to make […]
The historic victory by union organizers in New York against Amazon brought two things to mind. First, you can pretty much convince anyone to vote for anything if you offer them free weed. Second, the move to unionize workers at an Amazon warehouse may actually accelerate the trend toward warehouse automation. Think about it: Robots […]
Last month, we started our search for a robotics stock to replace the robotics ETF in our Nanalyze Disruptive Tech Portfolio. Intuitive Surgical (ISRG) stock is undoubtedly the best option for investors interested in the robot-assisted surgery theme, but we’re not yet convinced that’s the robotic automation market with the most potential, though there’s plenty […]
A couple of years ago, we pulled back the curtain on how thematic exchange traded funds (ETFs) work. The article came out around the time we were trying to find the best robotics ETF to invest in. This also coincided with the initial release of the Nanalyze Disruptive Tech Portfolio, which has since evolved as […]