Insight for Sharp Investors: Recent Episodes
Piercing View Studios
The hot investment trend of the Summer 2017 is unquestionably #Blockchain #Bitcoin and in particular #ICOs. A profoundly important disruption that is attracting gobs of money, funding hundreds of new companies, attracting entrepreneurs and the best and brightest of human ingenuity. It is just getting started, is chock full of scams and fraudsters, is in a magnificent bubble ... ...
The post 16. Bitcoin & India: War-on-cash appeared first on Piercing View.
The hot investment trend of the Summer 2017 is unquestionably #Blockchain #Bitcoin and in particular #ICOs. A profoundly important disruption that is attracting gobs of money, funding hundreds of new companies, attracting entrepreneurs and the best and brightest of human ingenuity. It is just getting started, is chock full of scams and fraudsters, is in a magnificent bubble ... ...
The post 15. Bitcoin & Venezuela: A profound use case. appeared first on Piercing View.
The hot investment trend of the Summer 2017 is unquestionably #Blockchain #Bitcoin and in particular #ICOs. A profoundly important disruption that is attracting gobs of money, funding hundreds of new companies, attracting entrepreneurs and the best and brightest of human ingenuity. It is just getting started, is chock full of scams and fraudsters, is in a magnificent bubble ... ...
The post 14. Initial Coin Offerings (ICO’s): A colorful bubble that will spawn the next Google appeared first on Piercing View.
On June 16th, Amazon ($AMZN) announced its intention to acquire Whole Foods Market ($WFM) for approximately $14B. Large supermarket stocks crashed on the news. Kroger ($KR) shed 25% of its market capitalization overnight. Roman raced to the Whole Foods HQ in Austin and its flagship store to speak with customers and gauge their reaction to ...
The post 13. Amazon Gobbles Up Whole Foods Market: How did Whole Foods shoppers react to the news? appeared first on Piercing View.
Google's recent developers conference was chock full of highlights. As usual, Google continues to innovate across virtual reality, augmented reality, artificial intelligence, and new consumer devices. We followed the keynotes closely and were struck by their Google Lens announcement and its potential to extend its utility into incumbent industries, not only consumers. In our opinion, this one ...
The post 12. Google’s Augmented Search Pivot appeared first on Piercing View.
What a week for Bitcoin! Are we in the midst of tulip mania - as Barron's recently quipped? Or did we just witness the tipping point - the early stages of mass adoption - of Bitcoin this week. Is 1BTC - one bitcoin - really worth $2000? Or is $3,000, $5,000, even $10,000 around the corner. ...
The post 11. Bitcoin’s Tipping Point. Are we there yet? appeared first on Piercing View.
2017 Q1 earnings season is in the books. What an interesting quarter it has been for disruptive technologies. In this episode, Serge and I reflect on a few of the most interesting developments, including ... Chevron + Cognitive Computing, Alarm.com + Surveillance Drones, & AGCO + Augmented Reality. We hope you enjoy our "Highlight ...
The post 10. Highlight Reel: Q1 2017 appeared first on Piercing View.
Two companies, Nike ($NKE) and Under Armour ($UA), while both providing very similar products are different in other respects: an 80 billion difference in market cap and very different approaches to risk/reward. In this David and Goliath scenario, we hone in on one key aspect of both companies: their adoption of disruptive technologies like 3D ...
The post 9. Head to Head: Nike Vs.Under Armour appeared first on Piercing View.
We hear about virtual and augmented reality (VR/AR)in the media all the time. Especially in the world of gaming. But, what unique business opportunities does it open up in industries that we wouldn't expect? In this episode, we discussed interesting examples in the insurance, industrial machinery, and oil & gas industries. In the course of our ...
The post 8. Virtual & Augmented Reality: A New World of Opportunities (Pt. 2) appeared first on Piercing View.
We hear about virtual and augmented reality (VR/AR)in the media all the time. Especially in the world of gaming. But, what unique business opportunities does it open up in industries that we wouldn't expect? This week, the first part of our two part series exploring these exciting technologies, we reviewed interesting examples of VR/AR in ...
The post 7. Virtual & Augmented Reality: A New World of Opportunities (Pt. 1) appeared first on Piercing View.
This week we talked about the collision of the new with the old; the emergence of autonomous vehicles and its impact on Insurance. Underwriting risk in the era of self driving cars will profoundly challenge the relevance and role of the insurance industry. Warren Buffett, Bill Gates, State Farm, Allstate, all have something to say. ...
The post 6. Insuring Autonomous Vehicles: A Collision of the Old and the New appeared first on Piercing View.
This week we talked about Blockchain, a word that is being used more and more in the investing world but not widely understood. We went over what this cryptographic network is, why it matters to the everyday person, and what to consider when making investments in middlemen, more specifically, the financial services industry. Are we ...
The post 5. Blockchain: The Death of the Salesman? appeared first on Piercing View.
After all of the hype around Snap's IPO had cleared, Serge and I sat down, as two investors of different generations, to talk about where Snap is today and where it will go in the future. We discussed why Snap might claim to be a "camera company". Could Snap leapfrog incumbents and surprise the ...
The post 4. Snap. The Next Camera Company? appeared first on Piercing View.
In this episode, the final part of our 3-part miniseries that introduces you to the basics of the Internet of Everything (IoE), we focused on the bigger picture from an investor perspective. Specifically, why does all of this matter to an investor? How can you use this information to your advantage when making investment decisions. ...
The post 3. Investing in an IoE Economy appeared first on Piercing View.
In this episode, the second of our 3-part miniseries introducing Internet of Everything principles, we dive into examples of sensors and devices at work. There are quite a few compelling IoE initiatives across industries that we cover. For this episode, we focused on healthcare devices and consumer "life & home" sectors, where some great innovation ...
The post 2. Internet of Everything Use Cases appeared first on Piercing View.
In our inaugural episode, we take a step back and define the Internet of Everything (IoE), explain why it is significant, and evaluate the impact it will have on our everyday lives. We also talked about the IoE's similarity to the internet itself, a new industrial revolution, and how this technology can be used at ...
The post 1. The Internet of Everything appeared first on Piercing View.
We recently developed a quick animation explaining the essence of Piercing View. Enjoy! If the media player does not work for you, click here to see it on our YouTube channel. Best, Serge, Piercing View
The post Piercing View Explained in 90 seconds appeared first on Piercing View.