| From: Paul H. Christiansen | 8/25/2019 10:20:55 AM | | | | | | This posting represents my “farewell” to this segment of Silicon Investor.
I’ve spent most of my life searching for a systematic, repeatable process for discovering growth stocks. Among others, that search included following the “big bet” investments being made by institutional investors and my own unusual price/volume metrics.
The problem with all those searches was not that they failed to uncover winners – they did that. However, they also discovered losers – almost equally.
In mid-2018 I finally came upon a metric that thus far has produced dramatic performance . . .revenue growth. Here are the results of blending that metric with my unusual price/volume metrics, as of August 23, 2018:
UVM Picks Composite: +69.1%
S&P 500: +5.3%
Nasdaq Composite: +4.0%
If you have an interest in following future performance, visit my web site at the following URL.
uvmetrics.com |
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| From: Paul H. Christiansen | 2/4/2020 11:30:30 AM | | | | | | U.S. Pushing Effort to Develop 5G Alternative to Huawei
Seeking to blunt the dominance by China’s Huawei Technologies Co., the White House is working with U.S. technology companies to create advanced software for next-generation 5G telecommunications networks.
The plan would build on efforts by some U.S. telecom and technology companies to agree on common engineering standards that would allow 5G software developers to run code atop machines that come from nearly any hardware manufacturer. That would reduce, if not eliminate, reliance on Huawei equipment.
Companies including Microsoft Corp., Dell Inc. and AT&T Inc. are part of the effort, White House economic adviser Larry Kudlow said.
Read More $ WSJ |
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| From: Paul H. Christiansen | 2/4/2020 11:35:17 AM | | | | | | U.S. Pushing Effort to Develop 5G Alternative to Huawei
Seeking to blunt the dominance by China’s Huawei Technologies Co., the White House is working with U.S. technology companies to create advanced software for next-generation 5G telecommunications networks.
The plan would build on efforts by some U.S. telecom and technology companies to agree on common engineering standards that would allow 5G software developers to run code atop machines that come from nearly any hardware manufacturer. That would reduce, if not eliminate, reliance on Huawei equipment.
Companies including Microsoft Corp., Dell Inc. and AT&T Inc. are part of the effort, White House economic adviser Larry Kudlow said.
Read More $ WSJ |
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| From: Paul H. Christiansen | 2/4/2020 11:36:41 AM | | | | | | Santa Cruz air taxi startup scores $590M funding from Toyota, others
Joby Aviation Inc. on Wednesday got a big boost in its plans to offer flying taxis with a $590 million funding round led by Toyota Motor Corp.
The deal makes Santa Cruz-based Joby the best-funded startup in the race to offer air taxis, though it isn't yet ready to start offering its service to the public.
Joby said it plans to operate its aircraft as a service, charging passengers per trip. It hasn't said how much rides will cost, instead projecting that over time it "should approach the cost of ground transportation."
Joby has now raised a total of $720 million. It said it will use the new funds to accelerate the certification and deployment of its five-seat aircraft. It is now testing protoypes and aims to launch its first commercial flights in 2023.
Read More – Silicon Valley Business Journal |
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| From: Paul H. Christiansen | 2/4/2020 11:41:47 AM | | | | | | Why private micro-networks could be the future of how we connect
Forget amassing likes or cultivating your online persona. Apps like Cocoon are all about being your true self with just a select few people.
On paper, Cocoon sounds a lot like Facebook: it wants to connect people in virtual space. The difference is that it only wants to connect family members in small, distinct groups. Imagine a feed of updates from family members—your brother announcing that he’d landed on his work trip, a video of your niece learning to walk, a location cursor on a cousin backpacking through Europe—all attached to a messaging capability that threads conversations, and all restricted to the members of your group (12 is the current maximum).
Read More – MIT Technology Review |
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| From: Paul H. Christiansen | 2/4/2020 11:45:02 AM | | | | | | Facebook’s Chief Scientist - Mass Adoption of AR Is Years Away
Five to 10 years. That’s how long Michael Abrash, chief scientist at Facebook, predicts it will take before augmented reality glasses—which will display digital images and data on wearable devices that people view through—is ready for the masses.
Abrash leads Facebook Reality Labs, a Redmond, Washington–based research group that includes teams of academics and engineers working on new generations of consumer hardware devices, including virtual reality and AR products. His cautious timeline for AR eyewear reflects a series of technical breakthroughs in everything from batteries to user interfaces that will need to happen before large numbers of people are willing to wear computers on their faces.
Read More - $The Information |
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| From: Paul H. Christiansen | 2/4/2020 11:50:05 AM | | | | | | Why Slack Will Be Acquired
This time last year, Slack Technologies, the popular workplace chat provider, was one of the most eagerly anticipated public tech debuts of 2019. That seems like a long time ago. Since Slack went public in June, its stock has dropped about 40%.
The reason for the slump: Revenue growth at Slack is slowing and competition is intensifying, especially from Microsoft. The tech giant is relying on a familiar tactic—bundling a Slack killer with a widely used existing product, its Office 365 suite of apps. Given that competitive pressure, I predict 2020 will be the year that—after years of acquisition speculation—a larger tech company will finally buy Slack.
Potential suitors could include Amazon—which has reportedly eyed Slack in the past—and Google. Both companies are top providers of cloud computing services and could plug Slack into their cloud units to increase the revenue they generate from online applications.
Read More - $The Information |
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| From: Paul H. Christiansen | 2/4/2020 11:52:55 AM | | | | | | Why Is TSLA Surging
The controversy regarding the Telsa story is far from over. While the company is no longer at risk of running out of money, the debate around justified market cap continues, given the company is now worth more than Ford and GM combined. The timing of EV adoption, profitability, Elon Musk’s suitability as CEO, and competition continue to be relevant to the Tesla investing conversation. We were surprised to find recently reported trading data in the month of December that short interest only decreased from 15% to 14.3% as Tesla shares increased 17% from 12/13 to 12/31. In other words, contrary to our earlier belief, much of the move in December appears to be related to an increase in long shareholder positions vs short covering. This 14.3% short interest remains higher than typical tech stocks of 1-6%. Given the trajectory of today’s gains, it is likely that short covering is the primary factor in the move.
Read More - $Loup Ventures |
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| From: Paul H. Christiansen | 2/4/2020 11:56:38 AM | | | | | | This Has Been the Best Year Ever
If you’re depressed by the state of the world, let me toss out an idea: In the long arc of human history, 2019 has been the best year ever.
The bad things that you fret about are true. But it’s also true that since modern humans emerged about 200,000 years ago, 2019 was probably the year in which children were least likely to die, adults were least likely to be illiterate and people were least likely to suffer excruciating and disfiguring diseases.
Every single day in recent years, another 325,000 people got their first access to electricity. Each day, more than 200,000 got piped water for the first time. And some 650,000 went online for the first time, every single day.
Read More – NY Times |
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| From: Paul H. Christiansen | 2/4/2020 12:00:41 PM | | | | | | The Last Decade Was All About the Smartphone Economy
I have always felt that the economic benefit and impact of the smartphone was much broader than the smartphone itself but had never seen its economic impact quantified until I received this Statista chart below in an email over the weekend. It comes from a Deloitte analysis of Apps Annie and others and states that the smartphone economy is estimated to be almost a trillion-dollar business by 2020.
Read More - $Tech.pinions |
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