Give Credit Where It’s Due: Moody’s In 1900, John Moody decided it was a good idea to start a company that compiled statistics on stocks, bonds, and bond ratings. Standard & Poor’s (NYSE: SPGI) had been around since 1860, but having a monopoly on such important information can be risky. Many of the people running…
Posts Categorized: Investment Strategy
The Birth of a GPU Titan Nvidia (NASDAQ: NVDA) was founded in 1993 by three seasoned computer and electrical engineers. They were Jenson Huang, a former microprocessor designer from Advanced Micro Devices (NASDAQ: AMD), Chris Malachowsky, a former electrical engineer from Sun Microsystems, and Curtis Penn, also a former microprocessor engineer from Sun Microsystems. Back…
Next-Gen Chips Demand a Next-Gen-Focused Company Up to now, we have hardware – semiconductors and other electronics that power our electronic devices. Everything these days seems to have some kind of “intelligence” in it, from our cars, toaster ovens, and thermostats to phones, computers, and e-readers. Today, most of the builds are serial, meaning the…
The History of Visa, Inc. The story of Visa, Inc. (NYSE: V) starts in the late 1950s in central California. At the time, people had many credit accounts at many locations. At the local grocery store, for example, you had a credit account, and when you bought groceries, your purchase was added to your account. …
Netflix: The King of Content It may not be a surprise to anyone now that Netflix (NASDAQ:NFLX) has become the king of content and one of the top MegaTrend stocks in my portfolio. NFLX stock checks all the boxes. It’s a proven leader in content creation and delivery. It’s well run and continues to grow…
Founding of Facebook The story of the founding of Facebook is well known. It was dramatized in the 2010 film, “The Social Network,” directed by David Fincher with Jesse Eisenberg playing the role of Mark Zuckerberg. In short, Mark Zuckerberg started Facebook (originally called “The Facebook”) from his Harvard University dorm room, along with his…
Fairchild, the Mother of the Digital Era If you’re not a techie, then the name Fairchild likely doesn’t stir any sentimental connection, but it should. You see, in 1957, Fairchild Camera and Instrument, owned by Sherman Fairchild, launched a division that would change the world. It pioneered transistors, integrated circuits, and hired some of the…
Adobe (NASDAQ: ADBE) is truly an extraordinary company. With headquarters in the Silicon Valley suburb of San Jose, it has over 24,000 employees, and as of 2020, it made revenues approaching $13B. All around your daily lives there are Adobe products. If your son doesn’t like the way he looks in a given photo, he…
Microchip Technology (NASDAQ: MCHP) is about as nondescript a name as you can get in this furiously competitive and high-flying sector. It’s not a massive player, or a maker of superfast CPUs or GPUs, and its chips aren’t the go-to choice for server farms or mining Bitcoin. Still, MCHP has a $38 billion market cap…
What will the trend world look like in the next year to two years? Well, one thing is certain. The world has changed and will continue to change on a grand scale. The world economy is one of those facets that is and will change without question. Many doors that have been closed will ensure…