Stephen McBride

Burlington

Chief Analyst at RiskHedge

Founder: https://t.co/zxRPad6Mol CIO: https://t.co/kW2E5mLhJD

Articles

Solar is the fastest-growing energy source in history

5 days ago | mauldineconomics.com | Stephen McBride

In the 1980s, AT&T (T) hired top consulting firm McKinsey to estimate how big the market for cell phones would be in the year 2000. Cell phones were as heavy as bricks. They didn’t work half the time. And they cost $10,000 in today’s dollars. So, McKinsey concluded the market was limited to just 900,000. Off by 108 million. Whoops! Consultants failed to realize phones would get smaller, cheaper, and 1 million times more powerful. They underestimated the power of disruptive innovation.
This tech is finally joining the big leagues | Outplacement Investment Newsletter

1 week ago | riskhedge.com | Stephen McBride

In the 1980s, AT&T (T) hired top consulting firm McKinsey to estimate how big the market for cell phones would be in the year 2000. Cell phones were as heavy as bricks. They didn’t work half the time. And they cost $10,000 in today’s dollars. So, McKinsey concluded the market was limited to just 900,000. Off by 108 million. Whoops!Consultants failed to realize phones would get smaller, cheaper, and 1 million times more powerful. They underestimated the power of disruptive innovation.
Solar is the fastest-growing energy source in history

1 week ago | riskhedge.com | Stephen McBride

In the 1980s, AT&T (T) hired top consulting firm McKinsey to estimate how big the market for cell phones would be in the year 2000. Cell phones were as heavy as bricks. They didn’t work half the time. And they cost $10,000 in today’s dollars. So, McKinsey concluded the market was limited to just 900,000. Off by 108 million. Whoops!Consultants failed to realize phones would get smaller, cheaper, and 1 million times more powerful. They underestimated the power of disruptive innovation.
The best disruptor stock you’ve never heard of

2 weeks ago | riskhedge.com | Stephen McBride

What if I told you about a stock that’s surged 120X over the past 15 years…Crushed the performance of Apple (AAPL), Amazon (AMZN), Google (GOOG), and Netflix (NFLX)…Is growing sales 30% per year…And yet most investors have no idea it exists. Is that a stock you’d like to buy? Now and again, I stumble upon a great business and think, “Man, I wish I owned this stock.”Axon Enterprise (AXON) is one of those. Its chart is a thing of beauty: How did a stun gun startup crush big tech?
The miracle drug that toppled a 60-year empire

2 weeks ago | mauldineconomics.com | Stephen McBride

Warren Buffett said, “It takes 20 years to build a reputation and five minutes to ruin it.” In the case of WeightWatchers International (WW), it took 60 years to build a multibillion-dollar empire, which crumbled seemingly overnight. WeightWatchers made billions of dollars selling weight loss plans. As recently as 2018, its stock was trading at $100/share. Today, it’s trading at $0.25/share, and it just filed for bankruptcy two weeks ago.
The miracle drug that toppled a 60-year empire

2 weeks ago | riskhedge.com | Stephen McBride

Warren Buffett said, “It takes 20 years to build a reputation and five minutes to ruin it.”In the case of WeightWatchers International (WW), it took 60 years to build a multibillion-dollar empire, which crumbled seemingly overnight. WeightWatchers made billions of dollars selling weight loss plans. As recently as 2018, its stock was trading at $100/share. Today, it’s trading at $0.25/share, and it just filed for bankruptcy two weeks ago.
Apple is no longer a “big idea” disruptor

3 weeks ago | mauldineconomics.com | Stephen McBride

I’m going to miss Uncle Warren. After nearly six decades at the helm of $1 trillion giant Berkshire Hathaway (BRK-A), Warren Buffett will step down at the end of the year. Buffett is simply the greatest investor of all time. He’s handed investors 5,500,000% gains since 1965. His run will never be topped, at least not in my lifetime. And do you know what his “winningest” investment of all time was? Apple (AAPL).
Apple is no longer a “big idea” disruptor

4 weeks ago | riskhedge.com | Stephen McBride

I’m going to miss Uncle Warren. After nearly six decades at the helm of $1 trillion giant Berkshire Hathaway (BRK-A), Warren Buffett will step down at the end of the year. Buffett is simply the greatest investor of all time. He’s handed investors 5,500,000% gains since 1965. His run will never be topped, at least not in my lifetime. And do you know what his “winningest” investment of all time was? Apple (AAPL). Buffett is sitting on roughly $120 billion in profits since he first bought Apple in 2016.
US big tech stocks are in trouble

1 month ago | riskhedge.com | Stephen McBride

Editor’s note: Stephen McBride and Chris Wood just published what they call their “most serious Disruption Investor issue ever.” In short, after a long period of domination, US big tech stocks are in trouble... and new opportunities are arising. Today, we’re sharing an exclusive look at this important issue. ***I (Stephen) have been lucky enough to meet many Disruption Investor members over the past few years.
Governments in Europe are boosting defense spending for the first time in 30+ years

1 month ago | mauldineconomics.com | Stephen McBride

Longtime RiskHedge readers know I’m not a fan of the big defense “primes.” Companies like Boeing (BA) and Lockheed Martin (LMT) used to be true cutting-edge innovators. Lockheed alone invented: the world’s first stealth fighter… high-altitude surveillance planes that fly near the edge of space… and my personal favorite plane of all time, the SR-71 Blackbird which could fly over three times the speed of sound.