Create Your Own Case Studies

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Is blockchain the technology of the future? George Gilder, author of Life After Google, argues that bitcoin and blockchain technology is revolutionizing the Internet. He sits down with Peter Robinson to discuss technology, cloud computing, big data, and the growing role of blockchain in innovating new technologies.

[REITs]

Q2 hedge fund letters, conference, scoops etc

how blockchain is changing banking
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Gilder argues that cloud computing, while it was the hot new technology ten years ago, has reached its limits as the physical limitations of big data storage centers maxes out. Improvements in parsing big data are incremental at this point, and it’s time for the next big technology to take its place. Gilder points to blockchain as the technology of the future, with its ability to prevent corruption and manipulation of transaction data and the infinite uses it could have in third world countries.

Gilder also discusses the history of technology, artificial intelligence, and the revolutionary bitcoin. He argues that artificial intelligence can never replace human intelligence and creativity and that in principle, it is impossible for machines to take over.

Create your Own Case Studies

Look at the date of the report like Coach, Inc. (“COH”).  Do not read the report.   Then download the 10K close to the date of the report and try to do your own analysis BEFORE you read the author’s thesis.   Yes, it is work, but you will learn more than reading the report and then looking at the financials.  Most will simply skim the report.

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In my peripatetic life I have been a ruby smuggler, commodity trader, securities analyst, investment banker, and entrepreneur. Each role taught me more about value investing. - John Chew - The Editor