Nth Industrial Revolution?

In the past few years, I’ve come around to this mental model that the economic value of tech businesses are not easily calculated when looking just at public financial reports/filings (10k, 10q, annual reports etc.) at face value.

Analysis of Investment Criteria

“The world is full of obvious things which nobody by any chance ever observes.”Sherlock Holmes in The Hound of the Baskervilles, Conan Doyle Maybe it’s signalling, maybe it’s marketing, maybe it’s self-selection, but I have long found fascinating what the greatest investors look when making investment decisions.