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Disruptive Technology, Slow and Fast

As bottom-up stock pickers, we are inundated with comments from smart people about the next major breakthrough in this or that. Sometimes it comes from a pharmaceutical company talking about a novel treatment, such as cancer vaccines. Sometimes it is a new currency, such as Bitcoin. Sometimes it is a new fashion trend, such as Crocs. Sometimes it is a revolutionary new technological or industrial endeavor, such as graphene “the miracle metal”. Before the breakthrough, scant few concepts fall within our circle of competence. Furthermore, when we have a defensible level of competence, the stocks are usually valued at prices that do not afford investors an acceptable margin of safety. Our stand

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The opinions expressed herein are those of Redmond Asset Management, LLC (RAM) and are subject to change without notice. Past performance is not a guarantee or indicator of future results. Consider the investment objectives, risks and expenses before investing. You should not consider the information provided on this website as a recommendation to buy or sell any particular security and should not be considered as investment advice of any kind. RAM was established in 2005 and is registered under the Investment Advisors Act of 1940. Additional information about RAM can be found in our Form ADV.  

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