Articles

Articles

How AI could fuel hyperscaler profits for a decade (or more)

A combination of open software tools, a renaissance in chip design, and overall data center optimization will lower the cost structure of hyperscalers, improving profitability over time.

How to Generate Good Ideas

Idea generation, in the investment business, has always been something of a dark art. Some managers prefer stringent quantitative screens to generate ideas. Others keep a narrow band of expertise and choose only to invest in particular niches. Then there are the generalists, who simply hunt in open territory for the best ideas. Each specialization requires specific frameworks to be successful, but the point is this: idea generation has always been—and will always be—part art, and part science.

Q&A with Arne Alsin and Eric Markowitz – September 2022

“For those of you who know me well, you know that this work—investment research— is all I do. I probably spend 60, maybe 80 hours a week purely on research. Gave up golf about a decade ago. No more meetings. I’ve devoted myself to this enterprise. And I love it.”

The Pitfalls of Reasoning by Analogy…And The 5 Traits of A Successful Investor

The Pitfalls of Reasoning by Analogy…And The 5 Traits of A Successful Investor

Energy 2.0

How virtual power plants (VPPs) and software are creating new, renewable, and disruptive opportunities for long-term investors.

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