Yesterday, one of Taylor Frigon Capital Partner's largest holdings, OTOY, Inc., announced the launch of the commercial version of OctaneRender for the Unity rendering engine. Unity is the largest computer graphics (CG) development platform serving millions of developers who create CG games and simulations.
This is the result...
Thursday, October 12, 2017
Investment Climate October 2017: A Paradigm Shift
In our last Investment Climate, we suggested that the “correction” many growth-oriented companies experienced in the second quarter would be short-lived and business merits would drive the values of those companies higher in the future. While some technology-related companies remained under pressure, as of the end of the third quarter, values resumed...
Tuesday, September 12, 2017
Big Announcements from TFCP holdings, Otoy and ASOCS
It's been a big week for Taylor Frigon Capital Partners, LP as two of its holdings, ASOCS and Otoy Inc., have made major announcements recently. Just last week, Otoy's Jules Urbach announced his contribution to the new Render Economy, Rendertoken.com. To learn about this revolutionizing technology it's best to read his articles in Medium.com,...
Wednesday, September 06, 2017
Don't Fear Investment in Israel
Chief Investment Officer, Gerry Frigon, yesterday posted a blog, "Don't Fear Investment in Israel," in the Times of Israel discussing the advantages of investing in Israeli companies. As the blog explains, "We never set out to invest in Israel just for the sake of investing there. Quite the contrary, we simply follow the most important...
Wednesday, August 23, 2017
The State of Technology
We have referenced Bret Swanson's work in the past in this blog.
In his latest article he reinforces the research he recently conducted with Michael Mandel and debunks two extreme, and opposing views on the state of technology offered by Economist Robert Gordon, and Tesla CEO Elon Musk. Gordon argues that innovation is dead, and Musk argues...
Friday, August 11, 2017
A Correction Is Here
With all the news about escalating tensions regarding North Korea, which finally seemed to gain the attention of the market this week, much has been lost on what appears to be a correction going on in some of the highest growth-potential companies in the economy.
The second quarter earnings reports from many companies were stellar, in some cases,...
Friday, July 07, 2017
More Fed Fear
A client of TFCM recently brought to our attention this article by Anthony Mirhaydari, published in The Fiscal Times, which queries if the U.S. Federal Reserve (the Fed) is about to begin a "war on the rich". In it, Mr. Mirhaydari enlists the commentary of Merrill Lynch Chief Investment Strategist, Michael Hartnett, who...
Monday, June 05, 2017
What About Productivity?
For years we have been arguing that the "heavy hand" of government, with all its best intentions, has served to stultify economic growth. This comes in the form of tax rates that are too high and an overly complex tax code, both on corporations (which we would argue should pay no taxes) and individuals, as well as burdensome regulations...
Wednesday, March 29, 2017
Meet your new robot asset manager
Yesterday afternoon, the Wall Street Journal, New York Times, and other outlets reported that Black Rock, the world's largest investment fund management company with $5.1 trillion in assets under management, is radically revising its equity management offerings by announcing what the Times calls "an ambitious plan to consolidate...
Monday, January 09, 2017
Investment Climate Jan 2017 - Favorable Winds of Change
The markets reacted to the surprising results of the U.S. Presidential election with a resounding vote of confidence and have raced on to new highs recently. Once again, conventional wisdom was turned on its head as virtually nobody saw this coming. What was equally remarkable was that those market pundits who chimed in with a prediction...
