Bloomberg for problems

“The world has the resources to do much better and reduce the suffering in the world. We believe that a key reason why we fail to achieve the progress we are capable of is that we do not make enough use of this existing research and data: the important knowledge is often stored in inaccessible…

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Big ideas 2021

ARK released there Big ideas 2021 report yesterday. Worth your time. Deep Learning The Re-Invention of the Data Center Virtual Worlds Digital Wallets Bitcoin’s Fundamentals Bitcoin: Preparing For Institutions Electric Vehicles (EVs) Automation Autonomous Ride-Hailing Delivery Drones Orbital Aerospace 3D Printing Long Read Sequencing Multi-Cancer Screening Cell and Gene Therapy: Generation 2 Big Ideas 2021:…

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Pizza drunk

When I was at college. A few of us went to Pizza Hut one lunchtime for an all you can eat pizza eating competition. I dont remember who won. But I do remember I ate 7 or 8 family size pizzas. An hour or so later I was drunk. Even though we had not consumed…

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Homebuilders

Homebuilders have come up on some of my scans this weekend. $PHM & $DHI both looking good to breakout to all time highs. Ones to keep on the radar.

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Flying again

I was out running earlier. Watched a BA passenger jet fly over head. Made me think. With an estimated two thirds of the worlds passenger jets grounded due to COVID. Whats the increased risk for the first flights? Alot of these planes will have lay dormant for a year or more. I know nothing about…

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Privacy investing

Consumer privacy. Apple $AAPL immediately springs to mind. Privacy has been a big part of Apple’s playbook since 2014. The black sheep among the tech titans in this regard. Just a couple of weeks ago. As the next generations demand privacy. Apple or Android? But where else can you play the privacy theme? Searching Google…

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Privacy

Feels like a major theme playing out in the coming years. Need to spend some time to see how it can be best backed in the public markets. https://www.zdnet.com/article/duckduckgo-surpasses-100-million-daily-search-queries-for-the-first-time/

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Mobile 2021

Mobile adoption advanced 2 – 3 years in the last 12 months. The state of mobile 2021. Read the industry’s leading mobile report covering everything you need to know about how to win on mobile in the new normal of 2021, including: Which high-growth and emerging sectors are poised for mobile disruption: how to monitor shifts in…

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