You don’t have to be an MBA to know that retail sales make up a significant chunk of the global economy. One estimate from eMarketer says consumers bought nearly $30 trillion worth of stuff in 2023. About $5.8 trillion, or 20%, of those sales occur online, so brick-and-mortar stores are still very much alive. Most […] The post VusionGroup Stock Posts Strong Revenue Growth first appeared on Nanalyze ..read more

Are you an entrepreneur? If so, you’re familiar with the notion of an “elevator pitch.” Be able to explain your business venture to someone in the time it takes for an elevator to move 10 floors. Investors should be able to do the same. We’re holding Confluent (CFLT) stock because the growth of AI doesn’t […] The post Confluent: A Reasonably Valued Growth Stock first appeared on Nanalyze ..read more

One of the investment themes that Nanalyze readers often tell us they are most passionate about is weed water. It makes sense: Only about 3% of the H20 on our water-logged planet is freshwater. And humans can only reasonably access less than 1% of a resource that is objectively more valuable than gold, oil, or […] The post The Biggest Pure-Play Water Stock in the World first appeared on Nanalyze ..read more

Disruptive growth investing is a simple endeavor. You’re looking for companies that use technology to disrupt existing business models or create entirely new markets (called blue oceans). The size of the opportunity is referred to as the total addressable market (TAM). If you’re planning to hold a company for a decade, the TAM needs to […] The post Is There Growth Left in the TransMedics Tank? first appeared on Nanalyze ..read more

We recently released our revamped Nanalyze Disruptive Tech Report that is only available to annual subscribers. It is now leaner but meatier, grouped by technology themes under each of the 12 tech categories – like Electric Vehicles under Green Technology. In theory, that should make it easier for retail investors to find succinct analyses on […] The post Is Infineon Better than Wolfspeed for EV Chip Exposure? first appeared on Nanalyze ..read more

Someone once said that bankruptcy happens very slowly, then all of a sudden. That’s about how you’d describe the one stock we held until bankruptcy – Invitae (NVTA) – as it quickly went from growth story to deadly trap. Fortunately, we limit the amount of money we invest in any given stock to avoid chasing […] The post What is Happening to Pacific Biosciences Stock? first appeared on Nanalyze ..read more

We’re either completely alone in the universe or we’re not. Either outcome is equally terrifying, so it’s best not to think about that stuff too much and stay focused on stonks. Planet Earth is our only home, and understanding it through imagery is now possible thanks to geospatial intelligence vendors like the aptly named Planet […] The post Planet Labs: Inaccurate Forecasting and Slowing Growth first appeared on Nanalyze ..read more

We often repeat the foundational tenets of our investing strategy in most articles because most new investors make the same mistakes. One of the biggest is trying to time the market, when good investors know that time in the market will trump any given high or low moment. For instance, we originally created and started […] The post AvidXchange Stock: Steady Growth Continues first appeared on Nanalyze ..read more

Our recent piece on the generative AI opportunity highlighted a report by McKinsey that identified a handful of functions that encompass around 75% of generative AI’s disruptive potential. Among those was software engineering for corporate IT and product development which represents a potential $899 billion “productivity uplift.” For example, one study by Cornell showed that […] The post GitLab Stock and the Generative AI Opportunity first appeared on Nanalyze ..read more

Revenues are a proxy for market share being captured. If you’re not growing revenues, you’re losing market share to competitors. In the case of large total addressable markets (TAMs), there may be enough opportunity to go around, which means there should be no impediments to growing fast except internal constraints. So, if the warehouse automation […] The post Why Is AutoStore Seeing Revenue Growth Slow? first appeared on Nanalyze ..read more