Archive: Early Investing

Like a huge portion of Americans, I use Amazon a LOT these days. And with a 50% market share, it absolutely dominates online sales in the country.  But lately I’m frustrated with it. I’ve bought a few items recently that were very highly rated (4.6 stars) but turned out to be of poor quality.  I think I know what’s going on. Amazon sellers have figured out how to game…

Hardware Startups Have a Secret Strength

By Andy Gordon on March 3, 2021

Hardware is risky. Making something you can touch and feel usually takes more money and time than developing software products.  Yet five out of the last seven startups I recommended to my First Stage Investor members are hardware (or hybrid hardware and…

Financial Rebellions: Investors Are Pushing Back

By Adam Sharp on February 26, 2021

We are living through a very unique period in financial history.  On one side, we’re in the midst of an amazing technological revolution. Software and new technologies are streamlining the way the world runs. Advances in renewable energy are picking up steam. Medicine is leaping forward…
Andy Gordon and I spend countless hours each week reviewing startups and talking to founders. So does our friend Chris Lustrino, the founder and CEO of KingsCrowd. And every now and then, we meet a founder so interesting that we ask them to…

Silicon Valley Is Losing Dominance

By Adam Sharp on February 19, 2021

For the past few decades, Silicon Valley has dominated the world of venture capital. According to Pitchbook, Silicon Valley accounted for a whopping 26% of all VC dealmaking in 2014. Even more impressive, more than 39% of all dollars invested into VC-backed startups happened in the Silicon Valley…
The wrong kind of IPO is getting all the attention these days. And the right kind is being virtually ignored.  The much praised — but highly flawed — special-purpose acquisition company (SPAC) is the talk of the town right now. SPACs are shell companies that raise…

Most-Shorted Stocks Are Excelling Beyond Reason

By Adam Sharp on February 12, 2021

Market manias sure are intoxicating to watch, aren’t they? Right now almost everybody’s making money in the markets (except bears). All the major indexes are basically at all-time highs. The Nasdaq-100 is up 48% over the past 12 months…

Technology is Changing Food and Beverage Discovery

By Andy Gordon on February 10, 2021

I felt like pizza the other day — not an uncommon occurrence for me. Back in the ancient BC days (before COVID), my wife and I would hoof it over to our favorite neighborhood Italian restaurant — a 12-minute walk (or four minute drive).

GameStop Losses: Right Strategy, Wrong Asset

By Adam Sharp on February 5, 2021

A lot of people lost a lot of money in GameStop this week. I feel for them — especially since I have been there myself. As I write this, GameStop is trading at around $66, down from a high of more than $450…

Amazing Growth in the Medtech and Healthcare Sector

By Andy Gordon on February 3, 2021

Usually, a sector’s growth is driven by one or two things. It could be consumer trends — like the current surge in alcoholic consumption during the pandemic. Or it could be technological advances. Think of how drones and self-driving cars will upend the delivery of goods and services. …

Bitcoin and Startups: Better Revolutionary Assets

By Adam Sharp on January 29, 2021

For the last week, all eyes have been on GameStop (GME). Millions of users from forums such as Reddit’s WallStreetBets have piled into shares and call options of the wounded mall retailer, causing a short squeeze of epic…
I recently said that government-driven opportunities are one of my favorite drivers of upside and profit. This is what I wrote: “When a new [government] rule allows a product or activity that was previously prohibited or the opposite — or when they ban or prohibit something previously allowed…

Cannabis Stocks: High Growth at Low Prices

By Adam Sharp on January 22, 2021

Cannabis stocks had a rough 2018, 2019, and most of 2020. However, it looks like the bear market may finally be ending now. In the last two months, cannabis stocks have surged higher. The largest cannabis exchange-traded fund (ETF) by assets — the ETFMG Alternative Harvest…

The Disadvantages of a SPAC Investment

By Andy Gordon on January 20, 2021

Special purpose acquisition companies (SPACs) are enjoying their moment in the sun. They’ve shot into prominence as a way for startups to make an initial public offering (IPO) and join public stock exchanges. They offer founders unprecedented speed. And for some investors — more…

Bitcoin vs. Altcoins: A Lopsided Battle

By Adam Sharp on January 15, 2021

Investors often ask me why I focus so much on bitcoin instead of altcoins. I get why people ask this question. Bitcoin is already huge. And many investors assume they’ve already missed the boat, so they want to find the next bitcoin. …

Developing Battery Tech for the Future

By Andy Gordon on January 13, 2021

There are lithium batteries in your smartphones… your laptops… and hybrid vehicles. Lithium represents 70%-to-90% of the battery market — and that market is about to soar. The lithium battery market is worth $112 billion annually now. It’s projected to reach $546 billion in 15 years. And lithium…