Our Ultimate Stock-Pickers Top 10 New-Money Purchases
Our early read on the buying and selling activity of our top managers during the second quarter uncovered a few nuggets. New-money purchases were...
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Andrew on Tech: Automotive Semis the Next Wave
Post Bayerische Motoren Werke AG (BMW GR), Intel Corp (INTC US)Â , and Mobileye announced new self-driving car to launch by 2021 together with...
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DMER Shorts: Pokémon GO and the World of Container Shipping as We Knew It
Pokémon GO and the world of container shipping as we knew it “Dad, have you heard of Pokémon Go, can kids play it, when can I download it”, “Dad,...
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Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
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Blockchain & Bitcoin 101
A few weeks ago, I wrote a piece titled Blockchain in the Financial Services Industry with the aim of shedding some light on this new and upcoming...
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