connectivity

Constellations and Connectivity
photo shows stars in a galaxy

Life in the 21st century can be grand, huh? We’ve got a few things in our research efforts that are proving quite exciting.

Maybe you’re seeing some of the connections, too?

Of all the news, of all the opportunities available, we’re seeing some common threads—ones that may very well be investable.

Specifically, regarding our tech, our platforms, our power: we’re excited about the potential for faster, more efficient connectivity that could drive future growth in the uses we enjoy from our devices… and then ones we can’t yet imagine!

No recommendations, no guarantees, but… it’s interesting.

New tech is one part of this story. We’re welcoming the latest generation of OLED TVs, smartphone screens that flex and fold, and a form of lighting even more efficient than LED. One company dominates the patents and research and royalties for this stuff.

The second bright spot we’re watching: there’s a social media company (that is not in political trouble and not headed by a controversial billionaire). Per Marketscope Research, its earnings are expected to double each year for the next three. No guarantees, of course.

Another dot: certain sector-leading companies are trading at a discount to the market average valuation. In fields from biopharma to grocery stores, from retail health to food processing, their recent dividends indicate yield between 2 and 3%. Further, it costs $10 billion to build a new semiconductor foundry, and the leading provider of custom chip manufacturing has more than 50% of this growing and vital market. It’s not nothing.

Keep in mind it’s going to take a lot of copper—more than we’ve ever mined before—to build out the next energy revolution. It will include solar and batteries and electric vehicles, and stock in two large miners is still trading well below the levels they reached ten years ago.

Clients, we spend more time and thought than ever before in reading and thinking and researching, trying to sort out investable opportunities to grow wealth in this unfolding future.

We’ll have hits and misses and ups and downs; investing can be volatile. But it sure is fun to try to spot these brightest constellations in the investment universe.

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Play the audio version of this post below:

Constellations and Connectivity – 228Main.com Presents: The Best of Leibman Financial Services

This text is available at https://www.228Main.com/.

Making Connections

© Can Stock Photo / alphaspirit

A client recently talked about a friend, searching for an investment philosophy that works. (This sometimes happens after a person withdraws from investing for loss of faith in the markets or an advisor.)

The questions to me were, how do I help my friend understand your philosophy? What is the best way for her to learn about what you do?

I am always aware of our day job: taking care of your bucket as best as we are able, striving to help you get where you want to go. Talking to strangers, even friends of yours, always ranks lower. These days we are quite occupied with our day job.

It takes time for people to understand whether we might be a good fit for them. We know we are different. Our old-fashioned philosophy and methods are a labor of love – and require more effort than simply filling up the pie chart like the computer tells you. A contrarian approach is not for everyone.

Fortunately, there are three ways you can help a friend like that, without getting in our way at all.

  • Forward a weekly email newsletter you find interesting, with links to our current thoughts.
  • ‘Like’ or share our content on Facebook or other social media. That is a way to spread the word.
  • The most foolproof way: provide us a name and email address so we may send the weekly email newsletter, with links to new articles and videos and other short notes.

We’re too busy with our day job to make unsolicited calls. We will make time for your friends who call, when we can. It is always helpful if they have first had a chance to see what we are about.

You know this already, but our approach is not suitable for everyone. We do not cater to short-sighted thinking or overly pessimistic long term views. All of the communications we put out for you may be read by bystanders or eavesdroppers, without cost in time or money to us. That means we can start on the same page when we do talk one-on-one, a big time-saver.

If you would like to talk about this or anything else, or sign up a new subscriber, email us or call.

Everything’s Connected, Chapter 137

© Can Stock Photo / punpleng

The world is both numbers and ideas, math and language, money and art, computers and nature. A lot goes into connecting your money to your life and ambitions. We were reminded of this in learning about the life and work of Ada Lovelace.

The world’s first computer programmer was not working out of a garage in California in the 1970s—but like the computing pioneers of Silicon Valley, the 19th century thinker Ada Lovelace saw possibility where others didn’t.

Born in London, Lovelace’s education started at age four. She was a young adult when she began work with other early computing minds on an analytical computing machine: a giant engine that could process numbers mechanically.

Although their genius wasn’t recognized at the time, Lovelace’s notes about this machine have helped lift her from history: she was one of the first people to suggest that if a machine could process numbers, it could process other forms of information, like text and images and other symbols.

The insight that resonates with us is, math is “the language through which alone we can adequately express the great facts of the natural world.” Certainly arithmetic is key to working out the money ends of your goals.

We owe a lot to Ada Lovelace, her contemporaries, and succeeding generations of pioneers of the modern age. We are all beneficiaries of their breakthroughs, and wiser for understanding the philosophy behind their achievements.

Clients, if you would like to discuss this or anything else, please email us or call.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

  1. Ben Rabinovich, “Ada Lovelace Day 2018: When is it and who was Ada Lovelace?” The Daily Mail: https://www.dailymail.co.uk/sciencetech/article-6256519/Ada-Lovelace-Day-2018-Ada-Lovelace.html
  1. Julia Markus, Lady Byron and Her Daughters: https://books.google.com/books?id=nOtwBgAAQBAJ&lpg=PP1&dq=ada%20lovelace%20education%20insanity&pg=PT131#v=onepage&q=translation&f=false.

 

Hello, Our Name Is 228Main.com

© Can Stock Photo / magann

A long time ago, we had a vision of what we wanted the business to be when it grew up. The kinds of things we do for you today are pretty much what we had in mind when we first got into business.

Naming the enterprise Leibman Financial Services was just good sense. That told who we are, and what we do. At first, there really was no ‘us,’ it was a one-man band. And people in the local market knew the name. When we moved to 228 Main Street in beautiful downtown Louisville, we started to grow a staff.

Then there were two people in shop, both named Leibman. My oldest brother Paul, a retired firefighter, helped me get the office ready for occupancy and became my first assistant. After that, my partner Cathy came in, and son Greg came in when Cathy retired. All named Leibman.

Now we have clients in twenty states. Many do business strictly from afar, by phone and email. Regardless of location, most of our clients receive most of their communications from us via http://www.228Main.com. Key members of our team have other last names.

As students of history, we do not seek change for the sake of change. Unchanging principles are a key part of what we are about. But we believe the name 228Main.com is a better reflection of the enterprise than Leibman Financial Services.

We are available 24/7 with a complete archive of our beliefs, principles, strategies, methods and aims. We put out daily commentary and features at the speed of light in various venues, available on your phones and screens at your convenience. We believe in the power of 21st century media to make us a straightforward source of better information on a more timely basis.

There are many ‘My Name’ Financial Services firms. There is only one 228Main.com.

Our top priority is the work we do with you and for you. Administrative tasks, if not pressing, are lower on the list. It will take us some time to fully convert to 228Main.com. We want you to be up on our plans.

Clients, if you would like to discuss this or anything else, please email us or call.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.