Market Analysis and News

Disclaimer: Nothing on this website or this page constitutes as investment advice. These analyses reflect our opinions and can be biased, wrong, limited, and flawed. Do not rely upon our analysis presented on the website to make any investment decisions.  

Nonergodic, history retaining trajectories of Disruptive Innovation

By: Al (Ali) Naqvi My goal in this article is to expand the traditional disruptive innovation investment analytical framework with the additional constructs of nonergodic nature of disruptive innovations. Funds have a tendency to formulate investment thesis based upon a technology’s innovation potential and not necessarily its innovation path. Potential based analyses absorb all the

Read More »

Why analysts overlook the greatest opportunities?

Why analysts overlook the greatest opportunities? By Al Naqvi  Reindustrialization is enabled by disruptive innovation, and historically, great transformation times offer opportunities to create powerful returns for investors. It is often hard for analysts to develop a perspective that allows them to make sense of such powerful developments. Why Financial Analysts miss the Reindustrialization Opportunity?

Read More »


Daily Market Updates