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This Is How the World Ended up with a Shortage of Semiconductors
The world is facing a chip shortage. Numerous companies, including the auto sector, are facing an inability to get semiconductors, hampering their ab…
5 years, 1 month ago
A Value Manager on How Most Value Managers Are Getting It All Wrong
As you might have heard, so-called value investing has not had a good run. At least from a quantitative standpoint, strategies that aim to buy low-va…
5 years, 1 month ago
How Boring Food and Beverage Companies Turn into Huge Stock Winners Year after Year
During the worst of the pandemic, people loaded up on staples from their grocery store. Shelf-stable food items, beverages, canned tuna, canned soup,…
5 years, 1 month ago
How Monster Beverage Shares Soared a Monster 100,000% in the Last 20 Years
When you think about the big winners in the stock market over the past couple of decades, you might think about Amazon or Apple or some other tech wi…
5 years, 1 month ago
ARK's Head of Research on How They Find the Next Huge Winner
In a world dominated by passive investing on one end and retail YOLO traders on the other, there aren't many star fund managers these days. There's o…
5 years, 1 month ago
Mike Novogratz's Vision for Rebuilding Finance with Crypto
Bitcoin, and crypto more broadly, have been on a huge tear lately. Then, with the chaos surrounding GameStop, there's been more discussion about whet…
5 years, 2 months ago
Goldman's Jeff Currie on the Silver Squeeze and the Coming Boom in Commodities
It's been a weird several days in the market. What started with a short squeeze in GameStop, driven by Reddit traders, somehow morphed into a huge su…
5 years, 2 months ago
Benn Eifert Explains How Retail Trading Is Rocking Markets like Never Before
We know that retail activity, much of it on Robinhood, has been surging since last spring once the lockdowns began. But just how big of an impact is …
5 years, 2 months ago
Is The GameStop Trade Really A Political Rebellion?
The GameStop short squeeze is one of the most extraordinary events to ever happen in markets. But does it have political significance? Some are sayin…
5 years, 2 months ago
Can Open-Source Semiconductors Upend the Chip Industry?
We're seeing historic change happening in real time in the chip industry. The old leaders are going away, and new players and new models are emerging…
5 years, 2 months ago