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Technology Stocks : Investing in Exponential Growth

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From: Paul H. Christiansen8/15/2020 1:49:48 PM
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Bert Hochfeld is one of my favorite research analysts. His reports are usually very comprehensive, insightful and typically quite long. Occasionally readers can come across one of two lines that succinctly capture the essence of his thoughts. For example, in a recent Fastly research report I found the following snippet:

"From my perspective, and simply put - No edge, no digital transformation. The old saw about you can't get there from here is alive and well in considering why edge is becoming such a standard paradigm - if a user wants to achieve decent performance from a new digital transformation, then the use of edge seems inevitable."
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