Markets spent the last quarter in a general “holding pattern” with periods of severe up and down volatility followed by periods of relative quiet, all accompanied by low volume and ending with little progress overall for the quarter, which ended flat to slightly down. Our portfolios acted similarly. As...
Wednesday, October 06, 2021
Have you heard of this company? Codexis (CDXS)
image: Codexis company website.At Taylor Frigon Capital, we practice what we describe as a "narrative-based investment philosophy," in which we identify specific macro-trends shaping the direction in which certain businesses or industries or even society in general are moving, and the "narratives" or story-lines which describe what we believe will...
Tuesday, October 05, 2021
The Disease, the Cure, and the New Cure
Most people who are paying attention recognize that things in the world are not going particularly well these days. We certainly recognize this and are challenged with helping our clients manage through the vast amount of data and information that comes out each day in order that they can make sound financial decisions. In difficult times...
