Signal From Noise
Why I Think Revenue Per Employee Is Going to Become Wall Street’s Hottest Metric
Wall Street loves non-GAAP measures of corporate success, whether it be EBITDA or free cash flow. In the age of artificial intelligence, my take is...
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Signal From Noise
Space Stocks, Pt. II: Shooting for the Moon – and Beyond
In 1959, authors Mae and Ira Freeman wrote a book geared toward young readers, "You Will Go to the Moon," suggesting that children at the...
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Signal From Noise
Space Stocks: The Companies Helping Us Reach Escape Velocity
The space race has expanded dramatically since its early days. Although NASA retains its status as a major space agency, no longer are state-sponsored space...
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Signal From Noise
Tech 2.0: Power Providers’ Version
Tech companies have been getting all the fame recently, but they’re not the only star performers this year. Taken over by fear that they have...
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