Rethink Technology


Balanced, expert investing strategies from a technologist's perspective

Technology is an everchanging field, and these days it's changing faster than ever. 

To invest in the space is to have the opportunity for great long-term growth stories that will increase your returns and build your portfolio faster than most other sectors. It's also to risk putting it all down on Betamax, buggy whips, or the Palm pilot and losing everything you've invested. Tech is exciting that way, and it's not always best to invest when you're excited.



One way to help is to have another perspective. That's what I try to offer with Rethink Technology. My goal isn't to be a guru that tells members what to do. It's to offer my perspective from decades of experience, including my background as an iOS developer and an electrical engineer.

We focus on a few key themes in Rethink Technology:

  • At a high level, we're looking for companies that fit into the new paradigm in semiconductors where mobile device makers design their own processors rather than purchase them from a commodity processor supplier. And we try to avoid old paradigm companies unless they have unique differentiating technology.
  • We evaluate companies based on business model, financial strength, price target, innovation, and relative competitive strength. It's an approach to put our evaluation process on a firmer objective footing, and let subscribers see how I make my portfolio decisions.
  • Our portfolio is full of stocks that have high growth potential over a long 5-10 year timeline. This is technology after all, and we're looking for meaningful opportunities.

The aim of course is to pick winners and have successful investments. But I also aim to provide that balanced perspective that can make it easier for you to make your own decisions in a tough sector. I aim to be transparent in my approach and to give full reasoning for any of my calls, positive or negative. I'm glad to see reviews like this that have come in:



The service has been a successful one so far, with satisfying performance and a growing community of tech investors. I am planning to add more material and ideas to Rethink Technology every year. So now is a great time to join.

Ready to rethink your approach to technology? Sign up and get started today.



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