18
Nov

Picks-And-Shovels Play In A Tech Renaissance

More than 2.5 exabytes (that is, 2.5 billion gigabytes) of data are generated each day worldwide in the form of emails, documents, presentations, images, videos and voice recordings. Data centers serve as the backbone of systems that facilitate the swift transmission of this data 24/7 – a necessity in the digital age. In fact, demand has been outpacing supply in
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15
Sep

Price vs Valuaton

The most egregious valuation mistake that I see investment professionals make is mistaking pricing for valuation. Most investment professionals don’t do valuation, they do pricing. What I mean by that is that you price a number to a stock based on what other people are paying for similar stocks. Any time you use a multiple [...] The information in this
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