Related Worldviews
Originally posted on September, 2019...
It’s not all smoke and mirrors…
It's not the size of the dog in the fight.....
Originally posted in June 2018. Updated in April 2020...
Originally posted on November 6th, 2018...
Originally posted on May 29th, 2018...
Originally posted on April 13th, 2018..
Fantastic growth. But is it played out?..
Compelling story. Is it all priced in?..
Will it be a 5G dominator?
Operation: Be greedy when others are fearful...
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A walk down memory lane...
Buy low (expectations), sell high (expectations)..
Invest responsibly.
Should we hold on to our favorite dominator?..
Sizing up the IoT investment opportunity..
Let's put all the chips on the table...
Sensing a definitive investment idea..
Breaking down the 4IR universe
Rule of the Titans.
Are semiconductor equipment companies attractive?..
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A 1-year review of The Buylyst thesis...
The Buylyst exposure to this political risk...
Zooming into the right investment idea. ..
Do you want the red pill? Or the blue pill?..
How to choose the perfect 800 pound gorilla...
Round 1: The AV Landscape
Yes, this time is different.
The fabric of the Big Data economy
The Brawns behind the Brains.
When the Data Bomb, AI, and Moore’s Law collide...
Harnessing the new information revolution tailwind...
A naturally unintelligent stab at an inevitability...
Yes. And it’ll be a Data Explosion...
Renewables + Storage will force the issue...
Related Investments & Ideas
| Ticker | Date Posted |
Initial Price | Last Close | Buylyst Valuation |
Upside Left Expected Time Horizon: 2 years.
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Initial Rating | Current Rating | Thesis | |
|---|---|---|---|---|---|---|---|---|---|
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