. . . “the confluence of four major technological forces – cloud computing, big data, artificial intelligence, and the internet of things – is causing a mass extinction event in industry after industry, leaving in its wake a growing number of organizations that have either ceased to exist or have become irrelevant. At the same time, a new species of organizations is rapidly emerging, with a different kind of DNA born of this new digital age.”
Condoleezza Rice –Foreword, Digital Transformation by Thomas M. Siebel
“We are seeing convergence of technology vectors including elastic cloud computing, big data, artificial intelligence, and the internet of things, the confluence of which enables us to address classes of applications that were inconceivable even 25 years ago. We can now develop prediction engines. This is what digital transformation is all about. This is when the fun starts.”
Ibid, page xxiii.
In a May 9th, 2017 article, the Wall Street Journal referred to this digital transformation as “an innovation boom of historic proportions”,one that will “make some alert investors very rich”.
Yes. Exciting. However, it poses a key question.
How does an individual investor discover the companies whose products or services are facilitating this transformation?
One of my favorite Warren Buffet quotes is . . . “Writing a check separates conviction from conversation.”
I have learned that conversation – what we read or hear from analysts, financial writers and other pundits – is not the best way for discovering companies that might benefit from or contribute to digital transformation.
My purpose – my focus – is to help you become one of those “alert investors who become very rich” by discovering and sharing with you stocks with extraordinary growth potential.
I’m convinced that the secret to this discovery process is to identify commitments being made; that is, checks written to companies from customers who know value!
Said differently, my focus is on those companies that are consistently generating extraordinary revenue growth. I’ve developed proprietary screening metrics that help with this discovery.
Do those metrics work? Select the Performance tab above and see for yourself.
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