Change is a constant in IT—change driven by new innovations, new use cases, new problems and new solutions. Over time, advancements from mainframe computers to the evolution of PCs to the rise of ...

Dividend cut announcements trigger sharp REIT sell-offs, regardless of whether cuts are forced by trouble or are responsible capital allocation decisions. I consistently find opportunity in buying ...

New economic eras are usually preceded by turbulent innovation booms that require meaningful and risky investments. Eventually, these investments typically result in greater capital efficiency and new ...