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Editor’s note: YouTube is about to pass Facebook to become the second-most-visited website in the U.S. But parent company Alphabet’s success is thanks to more than just clicks and eyeballs. As Jon...
In dystopian science fiction novels, the powers-that-be know everything. Data from billions of sources gets silently collected, neatly collated and then stored in omnipotent networks. The New...
Exactly one week from today, I’ll be flying out west to speak with hundreds of investors just like you at the MoneyShow San Francisco. I hope you’ll have the chance to join me. The conference runs...
Let me start with a good news/bad news joke. Fat Pierre goes to the doctor, complaining about tummy troubles. “I have good news and bad news for you,” the doctor says. “Bad news first,” Fat...
It is called the last mile, and it’s crucial to the future of all commerce. Yet most investors have never heard of it. There lies an opportunity. Last week, Bloomberg ran a story about a startup...
In this fast-moving era of big business, little guys can succeed. But they’d better have a bulletproof idea, and a platform to die for. This week, Roku Inc. (ROKU), best known for its streaming...
I bet that Warren Buffett had a huge smile on his face last week. I say that because Buffett’s investment franchise, Berkshire Hathaway, owns 240 million shares of Apple (AAPL). And it pocketed...
Is there a metal too cheap to mine? Yes! I’m talking about uranium. The price of uranium is up 28% this year. On Wednesday, it closed at $26.05 per pound. That’s the good news. The bad news?...
Politicians may have left the table, but U.S. corporations are racing to get a bigger share of the Chinese economy. Bloomberg reported on Friday that Alphabet (GOOGL) was in talks with Tencent...
All tech, all the time. That’s what most of the financial news coverage is about these days. Heck, even as I was writing this piece a CNBC segment called “The Next Big Tech Names” was running on...