Tag Archives: investing
$eos
defense industry
electro optic systems
investing
space debris
stocks
Electro Optic Systems (EOS) – a unique defense company
Years ago, when I worked as a hedge fund analyst, I dove deep into the satellite + space imaging industry. The most interesting thing I learned was that space debris is a huge problem for humanity. This scene from the movie Gravity demonstrates the problem pretty well. Orbiting space debris travel 7x faster than bullets. …
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$SI
blockchain
crypto
cryptocurrency
digital currency
investing
network effect
stocks
Silvergate – Hidden Network Effect in the Crypto Indu...
I have a decent grasp of the technology and utility of blockchains. I think that digital currencies add value to our world. And I think they will be here to stay. If you can feel comfortable that the entire blockchain ecosystem isn’t a scam—a BIG IF given that Warren Buffett is convinced that Bitcoin is …
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$ayden
$bill
$dct
$inmd
$mtch
$team
atlassian
Bill.com
duck creek software
inmode
investing
match group
portfolio management
stocks
Stock Bucket #2 – High Growth Beasts
These “High growth beasts” comprise 38% of my portfolio as of 9/30/2020. These 6 companies are growing rapidly and are priced at a premium. I believe that the strengths of these businesses justify their valuations, but decide for yourself. Atlassian – NASDAQ: TEAM – (15% of portfolio as of 9/30) Atlassian makes collaboration tools—primarily for …