Monthly Updates concerning major industry trends and topics The IT industry is one of the more dynamic spaces in the US. New trends are constantly emerging that can either validate or put at risk prior portfolio decisions. Investors need to be aware of what is rising and what is falling.
Market share is the leading indication of the success or challenges of companies in the IT space. Companies that are gaining market share almost inevitably are far more profitable and have far greater potential to expand their multiples than companies with declining market shares.
Portfolios can be diversified or concentrated, they can focus on capital appreciation, they can be long/short or market neutral and they can be composed entirely of paired trades.We can provide you with a detailed service making portfolio recommendations and then following your portfolio for an extra fee beyond the basic cost of your subscription.
The author has a wealth of software industry experience. Over the years, we have seen most of the triumphs and the tragedies that have befallen industry participants. We uncovered some of the greater frauds in the software space including Baan, Lernout & Hauspie and Peregrine Systems. We suffered through and learned from the dot.com bust and the financial meltdown of 2009.
We have seen what has worked and what has gone astray. In short, our skill is pattern recognition, something that is hard to replicate without years of experience. Your advisor, in whatever field, needs to have “been there and done that” and to be able to evaluate new situations with reference to past experience. And your advisor needs to have a work ethic that is going to leave no stone unturned in an effort to find the right answer in a time frame where the answer is relevant to an investment decision.
There are bigger advisors with impressive offices and elaborate administrative systems but at the end of the day the quality of the advice and the quality of the judgement is what we have to offer!
“Bert´s articles are a fantastic read! He has turned me into an investor in Nimble (aquired within the month of purchase) and Pure Storage, who has gains and is a company that I really like moving forward. Bert has triggered my curiosity and excitment to dig further in Commvault”
“I really enjoy reading Bert´s articles! Im thankfull that he shares his insight & perspective”
Bert has a very nice review of the enterprise storage business that explains the different software offerings that changed that storage buissness forever
“Bert is a wonderful writer”