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13D Themes

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We have a range of investment themes offering actionable investments.

Disruption & Innovation
Starting in 1995, we began to focus our research on innovation and the creative destruction that comes from it. Over the last 25-plus years, we have explored the ramifications of numerous technologies, including open systems, broadband, next generation wireless, IoT, nanotech, big data, cloud computing, 3D-printers, cybersecurity, clean energy systems, blockchain and cryptocurrencies, virtual and augmented reality, Web 3.0, DeFi, robotics, artificial intelligence, quantum computing and communications, genomics, gene editing, gene therapy, and regenerative medicine.
Clean Energy
We have been tracking developments in renewable-energy technologies since June 2003 and have published over 250 articles on the theme during the last 18 years.
Automation
Artificial intelligence, machine learning, robotics, autonomous vehicles, and 3D printers are key component technologies of our automation theme. We have been following automation closely since 2011 and have published over 200 reports focusing on different aspects of the subject.
Genomics/Biotech
We have tracked the potential of personalized medicine and genomic science since 1998, publishing 126 articles.
Quantum Science
We have been studying quantum technologies since 2013, arguing that massive disruption and a global race for quantum supremacy is accelerating. Since then, we have published 22 articles, covering different aspects of the technology, including computing and unhackable communications networks. Quantum computers operate in a fundamentally different way than classical computers, considering the dual behavior of matter.
Blockchain/Web 3.0
We have focused on the investment implications of blockchain-based distributed-ledger technologies since 2014, authoring over 40 articles on the theme.
Next Generation Wireless Networks
We have followed the global wireless industry since the mid-1990s, publishing nearly 150 articles on the theme.
Vietnam
Dr. Michael Galitzer

A 38-year track record is no guarantee of success, but can you afford to bet against it?

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