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...
by Michael Orme | May 2, 2017 | Blog
China’s Vast Database of Personal Information The Project to Reinvent Medicine, Transport, Finance, Banking….and Everything Else It’s the single most intriguing and future-filled AI company on my radar. Not least because it is at the epicentre of...
by Michael Orme | May 2, 2017 | Blog
Japan Will Reinvent Itself As An Industrial Superpower Why Everything Depends on AI from the Cloud Masayoshi Son, Softbank’s irrepressible and visionary founder — on his way to building a $1 trillion war chest to invest in future tech — recently...
by Michael Orme | Apr 27, 2017 | Blog
It Promises to Disrupt and Transform A lot More Than Banking…Almost Every Industry is Building a Version of its Own! A fascinating development this week at DeepMind, the deep learning subsidiary of Google. It is creating a blockchain-like system to reveal...
by Michael Orme | Mar 9, 2017 | Blog
Why Dimon, Fink and Scharzman Threaten The Stability of the Financial System The Epic Question Facing All Investors Last week I talked about an impending war and ideological struggle between two global superpowers… On the one side, the Tech Titans— Page, Bezos,...
by Michael Orme | Feb 20, 2017 | Blog
Facebook’s Blueprint for Taking over the “Social Infrastructure” Three Takeaways for Investors The letter sent out yesterday by Facebook supremo Mark Zuckerberg is a fascinating and dystopian document that has a number of key takeaways for investors....
