Healthcare stocks have performed well over the last decade – but the next decade may belong more specifically to healthcare technology stocks. These are the companies attempting to disrupt the entire healthcare industry using technology in various ways. In this post we explore the types of companies revolutionizing the way…Read More
Articles by Richard Bowman
Richard Bowman is a writer at LEHNER INVESTMENTS, analyst and investor based in Cape Town, South Africa. He has over 18 years’ experience in asset management, financial media and systematic trading. Richard combines fundamental, quantitative and technical analysis with a dash of common sense.
Electric vehicles have finally reached a tipping point as sales begin to make up a meaningful proportion of total vehicles sales. This has resulted in growing interest in EV stocks beyond the flagbearer, which is of course Tesla. In this post we will primarily cover the 10 most valuable “pureplay”…Read More
In 2020 SPACs, or Special Purpose Acquisition Companies, raised $82 billion, almost as much money as regular IPOs. This year, SPACs have already raised $38 billion and are expected to easily outpace the total raised in 2020. So, what are SPACs, how do they work and are they worth investing…Read More
Ten years ago, the streaming wars were a one-horse race, with Netflix being the only player to consider. Nowadays, there are at least 14 streaming stocks to consider. In this post we introduce the prominent streaming stocks, and consider which ones might win the streaming wars and which stocks are…Read More
At the center of the growing digital economy is data. Data is to the 21st century what oil was to the 20th century. In every industry, it are the companies that can use data effectively that succeed. And investing is no different. In their search for alpha generating ideas, investment…Read More
Is value investing dead? This question has come up from time to time for years – but more so than ever over the past few years. This is no doubt due to the fact that value investing has now underperformed growth investing over the past 1, 3, 10 and 30…Read More
In 2020 the COVID-19 pandemic and economic turmoil resulted in very mixed returns for stock markets around the world. While sectors like technology and consumer discretionary were strong, the energy sector within the S&P500 index was down more than 30%. The result is that while some sectors are trading at…Read More
Cybersecurity stocks have outperformed the market for most of the last decade, and more so than ever over the last 24 months. In addition, the recent cyberattack on multiple US government departments has brought cybercrime and cybersecurity back into focus. Security is an aspect of technology that no company can…Read More
The size and growth of the video games and esports industry had already taken many by surprise before the COVID-19 pandemic began. This growth has now accelerated even more as consumers look for new ways to entertain themselves while confined to their homes. Between 2014 and 2019, the amount spent…Read More
Over the last few years, the software as a service (SaaS) industry has emerged as a leading segment within the tech sector and the cloud computing space. This is unsurprising given the large number of SaaS companies growing revenue at well over 30% a year. SaaS stocks are an exciting,…Read More