Category: General

  • Posted  November 3, 2020

    Make Sense of 5G – July 2020

    Make Sense of 5g The race to go full throttle 5G is on. All four major US carriers (KT Corp, LG U plus Corp, SK Telecom and Verizon Communications) now have some form of 5G wireless which rolled out in April in limited US cities. Compare that to South Korea where half of its population…

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  • Posted  November 3, 2020

    INVESTMENT FOCUS – August 2020

    PROMISING INVESTMENT OPPORTUNITIES GOING FORWARD- August 2020 Over the past few years, we have identified and invested in several secular trends.  This has always been an important part of our research process.  Investing in trends enhances the opportunity for positive longer-term investing We believe that the Covid 19 virus is accelerating several of these shifts,…

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  • Posted  November 3, 2020

    2020 CLIENT LETTER

    July 2020 Exerpt Covid-19 is here in all its fury. Life as we knew it no longer exists and the economy and society struggle to adapt to a new way forward.  Because of this, we find it difficult to reconcile the size and speed of the stock market rebound at the beginning of June with…

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