Author: Peter Rejcek

[ad_1] Greater than 5 years have handed since hashish shares hit report highs, and retail buyers who purchased into the hype on the time noticed their cash go up in smoke. Shares of most hashish firms in the present day are buying and selling for lower than the price of a nickel bag of Mexican dust weed. The trade total is within the midst of its first sustained downturn due to excessive retail taxes, an ongoing provide glut, and continued regulatory uncertainty on the federal degree, amongst different components. But as we just lately mentioned in each an article and…

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[ad_1] Query: If a short-seller releases a scathing report alleging questionable accounting practices by one of many hottest software-as-a–service (SaaS) firms round and nobody (besides apparently us) writes about it, did it even occur? Again in September 2023, we analyzed a brief report on Samsara (IOT) by Spruce Level Capital. The report claimed, amongst different issues, that {hardware} gross sales make up a major share of revenues, and likewise calls into query a few of the metrics and buyer diversification that Samsara boasts about as a SaaS firm.  We at all times method these short-seller reviews with a wholesome dose…

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[ad_1] These of us who have interaction within the sport of doom scrolling are spoiled for information content material lately. Headlines proclaim that the world is teetering on the precipice from any variety of political, social, pure, and environmental disasters. The final one on that checklist has given rise to varied inexperienced applied sciences which have attracted buyers eager on greening their portfolios and saving the planet. However as we’ve repeatedly identified, many of those nascent industries aren’t prepared for prime time. Hydrogen? Looks as if a pipe dream. It’s nonetheless approach too early to put money into rising applied…

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[ad_1] Our current article on Illumina (ILMN), by which we requested if it was time to dump the genomics firm, elicited pushback from readers. To very briefly sum up a lot of the feedback: A few of you argued that we’re simply on the daybreak of the genetics-sequencing revolution in healthcare, and Illumina is the corporate finest positioned to profit. We completely agree with the primary half of that assertion. Nevertheless, Illumina will not be the identical firm it was only a few years in the past. We’ve documented the corporate’s varied fumbles, culminating within the unsanctioned acquisition of former…

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[ad_1] Vive la révolution! It’s not simply determined peasants who embrace radical change of the established order. Improvements by know-how firms are sometimes hailed as revolutionary, disrupting the best way we stay and work. It’s value remembering that many revolutionaries later grew to become brutal dictators who dominated over their topics with an iron fist. Equally, many tech firms that revolutionized our lives – suppose Alphabet (Google) or Meta (Fb) – have develop into bloated monopolies of their respective spheres of peasant serfdom shopper affect. Their high-growth income days look like behind them, as their markets develop into saturated and…

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[ad_1] There comes a time in each relationship the place you both need to commit or transfer on with the remainder of your life. That’s particularly the case with expertise shares. Some breakups are simple. The damaged guarantees by metallic 3D printing corporations pressured us to keep away from these shares like a plague of syphilis-carrying locusts. Good factor: Collectively, these three corporations are value lower than $1 billion as we speak. Others preserve you on the hook for years. Ginkgo Bioworks (DNA), because the embodiment of the artificial biology promise to show residing cells into machines, was a kind…

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[ad_1] A couple of months in the past, we launched you to a lesser-known insurance coverage expertise inventory known as CCC Clever Options (CCCS). Whereas we discovered CCC to be a “surprisingly fascinating firm flying underneath the radar,” we weren’t overly compelled by the market alternative as a consequence of its heavy reliance on the automotive insurance coverage trade, which can be upended by the approaching self-driving revolution. As well as, its current merger with a special purpose acquisition company (SPAC) so as to entry the general public markets is an computerized crimson flag for us. SPACs have notoriously overpromised…

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[ad_1] The truth is that virtual reality (VR), augmented reality (AR), and different riffs on these digital interfaces haven’t lived as much as the hype. The newest hype cycle acquired underway round 2015-16. That’s when the vaunted Oculus Rift headset hit shops and Magic Leap got here out of stealth mode. The previous didn’t launch the VR gaming revolution and the latter just about didn’t launch to expectations. This interprets to few alternatives for retail traders. Simply two AR/VR shares may be present in our Nanalyze Disruptive Tech Portfolio which might be pick-and-shovel performs on the theme, and each are…

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[ad_1] The place is the inexperienced wave? That’s received to be on the minds of retail traders who’re lengthy on inexperienced applied sciences. Many began betting closely in areas like photo voltaic and wind vitality over the previous couple of years as politics and coverage in the USA and Europe lined as much as spur exponential development in renewables and different decarbonization applied sciences. This 12 months the inexperienced wave has been a blood tub for inexperienced tech shares. Simply final month we issued a Commerce Alert on SolarEdge inventory, which dropped 35% after the corporate introduced it anticipated cuts…

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[ad_1] Retail buyers who select to spend money on know-how shares typically solely have one approach to generate income on their investments. It’s fairly fundamental: The inventory wants to extend in worth over time in order that it not solely outpaces inflation however broad inventory indexes such because the Nasdaq or S&P 500. For instance, a development inventory like Google Alphabet (GOOG) has returned almost +5,000% because it went public almost 20 years in the past. Compared, the S&P 500 has gained about +300% and the Nasdaq greater than +580% throughout the identical time interval. In the meantime, an funding…

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