“Maintaining a firm grasp of the obvious is more difficult than one would think it should be. But it’s useful to try.” – Jeff BezosThe surest way of looking like a fool is to make predictions. What I’ve tried to do here instead is to compile a short list of trends that have legs; things that appe…
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Today I had the opportunity of touring an Amazon fulfillment center (FC). This was my local MIA1 robotic FC in Opa Locka, FL.Our group assembled at 9am and was led to a classroom-style room, where we were given water and a headset and radio, so that we could follow along the tour.Our team leader,…
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I finally read the Chris Hughes piece on breaking up Facebook. While he makes some excellent points, he also repeats mistakes that others have made in proposing a solution to Facebook’s power.Hughes asserts that WhatsApp and Instagram would be profitable if spun off. This is far from certain; Ins…
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Over the past week, we’ve seen a cascade of negative news stories on Facebook. To close observers, none of them reported anything new.
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I’m reading (listening to) this interesting book, Freedom’s Forge, about how U.S. industrialists were the driving force behind our victory in World War II.During the decade following the Great Depression, government had defunded our military and defense contractors. Low consumer demand had left o…
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In October, it felt as if stocks fell off a cliff. Worries about rising interest rates, tariffs and trade wars dominated headlines.
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A common refrain I frequently hear from current and potential investors who are thinking of adding or initiating an investment is that...
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Last week I attended the Oculus Connect 5 event. As the name implies, this was the fifth year the event was held, and yet in terms...
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Facebook has been warning for several quarters that investments in security would “significantly impact our profitability.”
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An investor insistent on avoiding technology would’ve been left behind, like a buggy whip manufacturer unwilling to understand the auto.
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What really matters is the long-term performance of the underlying businesses you invest in.
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What is most susceptible to disruption after all, traditional or new technologies?
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