On Wednesday, the founders of the Bitcoin privacy wallet Samourai Wallet were arrested and charged on behalf of the US Government. The indictment could set dangerous precedents beyond Bitcoin privacy services. “If your government is worried about their own citizens controlling their money, the most important question you have to ask is ‘what the hell…
JHVEPhoto ServiceNow (NYSE:NOW) presents itself as an interesting investment pitch from growth and a broader commercial momentum perspective: After having expanded topline at a ~100% CAGR from 2013 through 2022, ServiceNow may still have attractive growth whitespace ahead, as the company is poised to play an important role in driving digital transformation. On that note,…
porcorex I have been increasingly critical in my writings this year of the overwhelmingly negative take on just about everything related to the economy and markets. There has been relentless focus on a recession that never materialized, constant calls for a retest of the 2022 bear-market lows, growing concerns about another credit crisis, and a…
imagedepotpro Perhaps it goes back to a passage I recall reading years ago that recounted the 1929 experience: “Everyone was determined to hold their ground. But the ground gave way.” Difficult this week to shake that foreboding feeling. It’s as if things barely clinging together started to come loose – a most tenuous stasis about…
lersan8910/iStock via Getty Images Thesis There have been many articles written about Enovix (NASDAQ:ENVX) that cover the technology, potential demand and use cases, and management’s projections. Since the company is essentially pre-revenue, this appears to be all that we can go off of. Rather than focus on the projected quantitative aspects as many authors have…