Inherent Value Update

January 2020 Inherent Value Update This month we update the analysis of Somar’s Founder’s Class vs the inherent value created by our long portfolio (Fig. 1). The methodology was described in our letter from January 2019[1]. This update shows a continuous and even accelerating growth in the sales per share of our companies. This, however, […]

Changing World: Robotic Process Automation

February 2, 2020 Growing up I watched Charlie Chaplin’s movies and one that captivated me both because of how funny it was, but also because of the amazing critique of the human costs of the ongoing Industrial Revolution (https://www.youtube.com/watch?v=6n9ESFJTnHs). While the emergence of the service economy through the 20th century led to a wider usage […]