Changing World: AI

December 29, 2019 “The chains of habit are too weak to be felt until they are too strong to be broken.” – Samuel Johnson This quote from Samuel Johnson could easily be applied to how Artificial Intelligence (AI) is being integrated into my life. Upon reflection, I can see that I’m already using AI frequently […]

2019 Year in Review

November 2019 2019 Year in Review I’m extremely pleased with what the Somar team achieved in 2019. This year put us in a strong position totake advantage of the opportunities that 2020 will bring: The businesses we own executed very well, growing profitability and sales ahead of their share pricegains on average (Fig. 1), despite […]

Changing World: Biosensors

December 8, 2019 As a dog lover, I always enjoy reading the stories of dogs that heroically save their owners when they have an accident or medical emergency. Recently, I read a slightly different version of this story: a man fell with a heart attack and his smart watch automatically called 911 and provided the […]

Mark to Market – The Forest and the Trees

October 2019 Mark to Market – The Forest and the Trees With a 24/7 news cycle populating our smartphones and breaking news throughout the day, investors may feel they need to check their portfolios continuously. While investments in Real Estate, VC or Private Equity don’t provide daily updates to valuations, and investments in private markets […]

Changing World: mCommerce

December 1, 2019 Cyber Monday came to be as Black Friday shoppers went back to their offices post-Thanksgiving and began taking advantage of holiday deals through faster internet connections. And while the days of dial-up internet service are long behind us, negating the importance of Cyber Monday, another big shift in consumer behavior as it […]