Some fresh ideas we’ve been working on...

Jonathan Blum Jonathan Blum

AI Innovates Less Than You Think: C3.AI (AI)

Government data indicates that artificial intelligence has yet to harness efficiencies economy-wide. And if the history of disruptive digital technologies is any indication, that is not likely to change any time soon.

Read More
Jonathan Blum Jonathan Blum

Charged With Possibility: Umicore (UMI)

It took an exhausting trip to Nepal to realize that corruption has become as critical to the global supply chain as capital and labor. How companies manage graft will absolutely affect the sourcing of the minerals needed for the batteries for electric vehicles.

Read More
Jonathan Blum Jonathan Blum

Flying High: Air Transport Services Group (ATSG)

Last month Amazon opened its global supply chain to anyone with $39.99 a month. It will offer unprecedented low-cost access to complex logistics, like containers. Air freight giants will face headwinds.

Read More
Jonathan Blum Jonathan Blum

The Strange Case for “TweetBonds”

Twitter might be privately owned by a brash, care-nothing billionaire. But, with a bit of digging, various forms of credit tied to the company still can be bought and sold. Meaning, even the worst day for Elon Musk but be the best for investors.

Read More
Jonathan Blum Jonathan Blum

Above It All: Planet Labs (PL)

The world’s second oldest profession — spying, that is — is getting a makeover from above. A new generation of imaging and data satellites is bringing top-shelf intelligence to just about anybody.

Movies like The Bourne Identity is NOT the way to think about it.

Read More