The more mature a theme becomes, the more likely it is that one or more leaders will emerge. Our recent article on A List of 14 Promising Robotics Companies uncovered three names – FANUC (6954.T), ABB (ABB), and Yaskawa (6506.T) – that are considered to be the top producers of industrial robotics solutions. Today, we’re going […]
When 95% of active managers can’t beat a broad market benchmark, claiming you can is rather pointless. Instead, it’s better to show investors how to fish. Investing is about doing enough due diligence to make a decision with conviction, but not so much that you approach analysis paralysis. Today, we’re going to start down the […]
Regular readers have probably been following our recent quest to find the best semiconductor stock. We’ve dropped down quite the rabbit hole trying to identify a company in the mold of NVIDIA (NVDA). Its graphic processing units (GPUs) have helped it take a dominating position in multiple industries and sectors related to computing, including AI […]
An important part of the mythology of startups in the United States is the origin story. For instance, some of the biggest tech companies in the world, like Amazon and Microsoft, originally launched out of the founder’s garage. In Norway, it’s barns. That’s how AutoStore (AUTO.OL), a pure-play stock in warehouse automation, got its start. […]
The world of tech investing is like Willy Wonka’s Chocolate Factory for newbie investors. They’re all looking for golden tickets, and they all want to sample every candy out there that looks tasty. A rock-star marketing team can present a product so well that it appeals to investors, not just customers. Couple that with a […]
We don’t have to tell our readers that it’s been tough to find many, if any, feel-good stories in the tech market. Based on our risk-averse approach to disruptive tech investing, we’ve been able to stave off the kind of losses more aggressive funds have experienced over the last year. That’s largely because we’ve developed […]
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 […]