Build Generational Wealth by Investing Smarter

Learn the fundamentals, put our tools to work and follow the trends shaping tomorrow's markets.

Fresh research on the companies and themes shaping emerging technologies, and the investing strategies used to capture their upside.

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    Position Sizing for High Risk Technology Stocks

    A promising technology company can still be too large a holding. This guide explains how to size high-risk stock positions using a portfolio loss budget, realistic downside assumptions, and limits on overlapping bets. Worked examples show how to calculate share counts, account for price gaps, and set rules for later additions.

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    How to Get Exposure to the Space Economy

    Space investing can mean owning a satellite operator, a launch company, a thematic ETF or a diversified defense contractor. Each route carries different revenue drivers and risks. This guide explains how to compare them, check cash needs and fund holdings, size an exposure, and monitor whether the investment case holds.

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    What a Data Center REIT Owns

    A data center REIT owns more than warehouse space: its assets include power systems, cooling equipment, network connections, and customer contracts. Learn how these landlords earn revenue, how Equinix and Digital Realty differ, and which measures help investors assess debt, dividends, development spending, and valuation.

The Investing FrontierFree newsletter · Every Wednesday

The Investing Frontier Newsletter

A weekly briefing on the companies and technologies building the next era of the economy — what is moving each sector, why it matters to investors, and the risks that come with it.

  • AI and semiconductors, from chip design to the data centers that run on it
  • The space economy, robotics and autonomous mobility
  • Quantum computing, frontier energy and digital assets
  • Defense and security technology reshaping public markets

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