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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.

Want to talk about this or anything else? Write or call, any time.


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