Articles

Articles

Too Many Corporations Act For The Short-Term. That Should Change.

As long-term investors, we want corporations to be thinking about the future.

Q&A with Donald Sadoway

“In the end, the market is the arbiter. If you want to find someone who's Debbie Downer, talk to a battery guy. Battery guys are pessimists, they’re skeptical, and they're very tribal.”

Q&A with Martin Ford

“So, that's the possibility of the future. Getting there is not easy, transitioning to that is going to be very difficult.”

The Future Of Media: Disruptions, Revolutions And The Quest For Distribution

The curious thing about disrupted industries is that very often, when you’re living through them, it’s hard to recognize just how monumental the changes truly are. Case in point: Media and entertainment.

Is Tesla A $1,000 Stock? [Written pre-split]

Electric Vehicles: Is the Model 3 the new iPhone?

Q&A with Noël Perry

“The solution that we get out of this would be unrecognizable to you and I in our 2017 vision; it's so radical. Trucking is so ubiquitous and it is such an extraordinarily important part of our economy. If you don’t have transportation, you don’t have an economy.”

Q&A with Steven Clifford

“This is a very corrupt system and it is based on assumptions that are indefensible. It stuns me that no board has really taken this on.”

Q&A with Tony Seba

“What most analysts fail to see is that disruptions usually happen because of a convergence of a combination of technology and business model innovations—not just one technology.”

2017: The Renewable Energy Revolution: A Longterm Outlook For Investors

An overview: The shift is real, and it’s happening faster than you realize

Q&A with Robert Ayres and Michael Olenick

“What that tells me is that the corporate R&D was once a major driver of economic growth. And cutting R&D can lead to a slowdown in growth. This is really important to understand.”

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