Search Results for: "cloud computing"

The Most Important 24 Minutes of Your Year

Last July, I unveiled what I thought could be the most important technology stock in the world going forward live on my show The Halftime Report. That stock was NVIDIA (NVDA) and it went on to become the best performing stock in the S&P 500 for 2016. I don’t have the original clip, but here’s…

Bezos Surpasses Buffett as World’s Second Richest Man

Warren Buffett bets on the continuation of the present into the future. He eschews investments based on innovation or dramatic change in favor of owning assets that reliably produce profits for their owners. Insurance, railroads, candy, ketchup. Jeff Bezos bets on the disruption of the present into the future. He eschews focusingĀ on reliable profitability in…

BofA Merrill’s RIC Report – 7 Investment Themes for 2015

Regular readers know I’m not a fan of forecasts, but I do love cogently argued takes on whether or not current trends can persist into the near future. I also find it valuable to get a sense of what The Street’s expectations are and to think about whether or not I agree with them. Bank…