Search:  – Page 2

June 8, 2023

External Obsolescence: Tech Investors’ Newest Nightmare?

June 8, 2023|

The definition of external obsolescence principally applies to real estate. One real-estate firm explains that “...external obsolescence is something outside of a property, off-site, that negatively affects its value. Definitions of external obsolescence often include the chilling term “incurable,” and examples are trains, traffic, commercial properties, institutional properties, geologic conditions, and industrial installations.”

Mega Cap Stocks: Making Money in Large Cap Growth

June 2, 2023|

“Didn’t we just learn that pouring trillions of dollars into technologies with uncertain profit profiles we didn’t fully understand was a bad idea? Tech investors seem to be most aggressive when they have the least visibility on the IP and valuation provides them with no margin of safety.” -Zac M., KCR Subscriber After the entirely predictable and crushing losses in novelty tech stocks and the collapse of the market’s leaders post the Covid peaks, both groups are ripping in 2023.