1st Quarter 2017 Partner Letter
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Portfolio holdings 5-5-17
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For Senior Citizens, the Future of VR Lies in the Past | WIRED
April 27, 2017The Insider Report
Source: For Senior Citizens, the Future of VR Lies in the Past | WIRED Chips, chips, and more chips. I've heard it said recently that we are living in the golden age of microchips. I believe…
Portfolio holdings 4-24-17
April 23, 2017The Insider Report
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Briefing.com: In Play - Apr 19 12:42:47
April 19, 2017The Insider Report
An inability to capitalize on the good earnings news is a function of several factors:Stretched valuations ahead of the reportsThe halting consideration that the broader market isnt advancing on good…
5G Mobile Networks: The Next Big Battleground - IPWatchdog.com | Patents & Patent Law
April 17, 2017The Insider Report
The number of patents and key underlying technologies for 5G mobile networks will evolve significantly within next 5 years. However, early analysis shows that Qualcomm will still be the IP leader but…
Portfolio holdings 4-15-17
April 16, 2017The Insider Report
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Portfolio holdings 4-7-17
April 9, 2017The Insider Report
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March 31, 2017The Insider Report
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