Emerging Technology Research, Advisory & Investing
We’re reviving a post we did back in April of 2007 about what we view as “Moore’s Law for Energy” which is rooted in the work of Julian Simon who published an influential book called “The Ultimate Resource” and made some famous bets with other economists about declining long-term costs of raw materials. Back in… Continue Reading
We’ve been working quite a bit in the secure payments area so the recent ChangeWave survey results around Apple Pay grabbed our attention. As we suspected Apple Pay is a game changer in a massive industry. You might find yourself nodding away at the points and pictures below but pinch yourself – this is a… Continue Reading
Nutshell: MicroStrategy (MSTR) has had some challenges lately and is now working on both an organizational and product line transition that will take a year or more to play out. Meanwhile, the shares haven’t had any meaningful pull-back, which seems at odds with our expectations. MSTR has long been a bit of a cult stock… Continue Reading
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