[ad_1] Final month, we took a deep dive into the market alternatives surrounding heavy gear primarily based on the emergence of three sorts of applied sciences for driving new income progress. The article centered on automation, digitization (IoT and digital twins), and electrification. We calculated there’s no less than a total addressable market (TAM) of $56 billion for automating, digitizing, and connecting the operation of heavy gear. Because the main development gear producer, Caterpillar (CAT) appeared like a doubtlessly good play on investing in high-tech heavy gear. In spite of everything, it has already developed about 600 robotic mining vehicles. …
Author: Peter Rejcek
[ad_1] Within the parlance of Trekkies, we’ve needed to situation a few Purple Alerts this month to Nanalyze subscribers regarding our two favourite house shares. The primary got here after shares of Planet Labs (PL) dropped 15% following information that the corporate missed income expectations for the quarter and revised their 2023 fiscal 12 months steerage downward for the second time this 12 months. In the meantime, Rocket Lab (RKLB) inventory crashed by 25% following a current rocket failure that will disrupt the movement of income. Past PL and RKLB, retail traders eager on house shares are fairly brief on…
[ad_1] “By no means spend money on a enterprise you can’t perceive.” These pearls of knowledge come from Margaritaville Wall Avenue icon Jimmy Warren Buffett, who hardly ever invests in tech corporations and has nonetheless achieved OK for himself. As retail traders in rising and disruptive applied sciences, it’s not possible for us to know every thing from gene modifying to generative AI. That’s why we deal with the enterprise mannequin – issues like recurring revenues and software-as-a–service (SaaS) – and the worth proposition. The previous boils all the way down to how are you going to earn money in…
[ad_1] We’re presently monitoring 465 corporations in our Nanalyze Disruptive Tech Inventory Catalog. These corporations characterize not solely 11 broad tech classes (and a twelfth devoted to hashish and different psychoactive consumables) however dozens of disparate merchandise, purposes, and markets. We’re MBAs, not geneticists, engineers, or software program builders. Our beleaguered crew of underpaid MBAs spend numerous hours not simply poring by SEC filings however researching all the pieces from vertical farming to electric vertical takeoff and landing (eVTOL) plane, so we don’t sound utterly silly. That’s why we love to seek out legit analysis that we will leverage for…
[ad_1] We first based Nanalyze as a discussion board the place retail buyers may share info on corporations concerned in nanotechnology. Our focus and funding methodologies have developed considerably over time, as we expanded our protection and evaluation throughout practically a dozen disruptive know-how classes. One key theme to emerge from twenty years of expertise is the worth we place on software-as-a–service (SaaS) companies. We’ve written extensively about why we place a premium on these companies, which generally supply extremely predictable revenues with excessive gross margins that assist gas high-growth corporations. Most of the shares within the Nanalyze Disruptive Tech…
[ad_1] Final month, we expressed some main issues over DocuSign inventory (DOCU). It wasn’t simply the single-digit income development that raised a crimson flag. Web income retention charges – the amount of cash current prospects are spending – have dropped for eight quarters in a row endlessly. That’s mirrored within the declining variety of prospects shelling out greater than $300,000 on the DocuSign platform. We’ve been watching this slowdown within the enterprise for greater than a yr, and we determined that if issues worsen rather more for this LegalTech firm, we would transfer out of our place. Most individuals don’t…
[ad_1] In our persevering with mission to discover a area inventory value proudly owning, we have now discovered a lot of the former SPACs to be severely underwhelming. SpaceX and its ginormous Starlink constellation of leaky satellites now dominate the industrial launch providers market and the worldwide web race, however retail buyers are locked out of that chance for now. Prior to now, we even analyzed legacy area firms like Iridium (IRDM), which pioneered a few of the first satellite-to-phone know-how greater than 20 years in the past earlier than promptly going bankrupt. The $7.6 billion satellite tv for pc…
[ad_1] The inexperienced rush is over – or not less than on an prolonged pause – and people who invested in hashish throughout these early, heady days in all probability have The Blues. As soon as upon a time, Cover Development Company (CGC) was the largest marijuana inventory of all of them. In 2019, it had a market cap north of $17 billion and was backed by billions of {dollars} from Constellation Manufacturers. Right now? The corporate’s worth is bouncing backwards and forwards between about $250 million and $350 million. Final month, it reported a web lack of about $2.5…