Post Tagged with: "commodities"

Race to the Bottom

Race to the Bottom

by May 5, 2014 at 2:12 pm 0 comments

I’d like to think that the vast majority of the investments we make are in companies whose products and services are not commodities, and not subject to the brutal forces of commoditization. In those cases, we are looking at markets where companies can win based on product differentiation, or where what they are doing is […]

One Bitcoin Now Equals $100

One Bitcoin Now Equals $100

by April 2, 2013 at 4:44 pm 2 comments

Bitcoins have hit the big time, with one unit of the virtual currency now worth $100. Analysts describe the currency’s meteoric rise as a bubble, but enthusiasts are look to the day when mainstream merchants accept bitcoins as tender. It’s currently accepted online by a growing group of techies, but most ofRead More