Latest Positions: The Semiconductor Revolution
We're running through our latest positions and updating our Revolutionary ratings.
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Tesla, SpaceX, Codymarket Bets, Rooftops and Much More
Here's the transcript from this week's Live Q&A Chat.
War, The Fed, Geopolitics Vs. Tech Revolutions
I also know from decades of experience that focusing on finding the biggest winners of Tech Revolutions that are measured in trillions of dollars and whose impact build over decades at a time, while staying disciplined about valuations, is the key to long-term outperformance.
The SpaceX Ecosystem And The SPCX Set Up
We’re in this to build wealth riding Revolutionary Technology Platforms for the long-term. Or as Spock would say: “Infinite potential in infinite combinations.” Yea, SpaceX is that.
