by Michael Orme | Jan 3, 2018 | Blog
The biggest stories of 2018 Five companies that will surface on your radar this year We need to brace ourselves for even more extreme, non-linear events in 2018 than we saw in 2017, which left markets melting up, with further shrinking in price discovery, and a...
by Michael Orme | Jan 3, 2018 | Blog
Invest in “Bottleneck Engineering” Companies highlighted: American Tower, China Tower, Finisar, Luminum, Oclaro, Intel Remember the dial-up internet and the finger tapping timpani it yielded? Well, maybe a new era of the ‘world wide...
by Michael Orme | Jun 1, 2017 | Blog
Why Google could be the first trillion dollar company Humans: our place in the IoT A few unusual facts about Larry Page… He believes in the Singularity – and is planning to stay alive long enough for a radical reinvention of human intelligence and anatomy. He believes...
by Michael Orme | May 17, 2017 | Blog
The Unified Field Theory of Elon Musk A Word on the WannaCry attack Here’s the agenda… 1. Colonise Mars.2. Decarbonise planet earth with solar powered electric vehicles and an ‘enernet’ of storage batteries,3. See off the prospect of algorithmic apocalypse. Welcome to...
by Michael Orme | May 9, 2017 | Blog
Apple 2020: deeply undervalued Beware the “President of the Internet” Ace fund manager Terry Smith, now settled in balm of the Maldives, famously said that there are only 75 companies in the world worth owning. There are probably fewer companies...
