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Eric Brynjolfsson’s and Andrew McAfee’s book The Second Machine Age was the spark that initiated my search for stocks that were either contributing to or benefitting from the Digital Transformation.
Specifically, this site is intended to help investors discover tomorrow's winning stocks today!
As explained in my book - Investing in the Age of Digitalization - the sine qua non and the beginning of that discovery process is identifying stocks with extraordinary increases in year-over-year quarterly revenues.
Beginning in November, 2022, that is what I will provide on this site . . . charts and brief descriptions of companies that recently reported year-over-year increases in quarterly revenues.
When discovered, I will also present charts reflecting new or add-on Big Bets made by institutional investors.
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