What Happened to Cloud Stocks

The first half of 2022 had the worst start to a year since 1970 Investors have been moving out of tech broadly and into stocks that are considered safer bets. The first half of 2022 had the worst start to a year since 1970, but the broad-market indexes only reveal part of the pain many investors are experiencing right now. Figure 1: The First Trust Cloud Computing ETF vs S&P 500 Index....

July 8, 2022 · 5 min · Sergiu Bodiu

Survivorship Bias and Lessons From History

Following successful role models Have you been following the Olympics? Watching an exciting variety of different sports and rooting for your national athletes isn’t just entertaining. Media tends to highlight those who’ve been successful. Successful athletes and sports personalities often act as role models and motivate people to follow their example. Olympics can have the added effect of inspiring “ordinary” people to get off the couch and start moving. Becoming a successful athlete is an admirable aspiration, but it’s important to keep a sense of perspective....

February 9, 2022 · 8 min · Sergiu Bodiu

The Ideal Technical Lead

Who wants to be a technical lead Becoming a technical lead is a great way to combine passion for technology with management skills, and it is important to understand what it entails. For experienced software developers who exhibit leadership skills and stay up to date on the latest technology, it may be beneficial to consider pursuing a technical lead position. A technical lead needs to have a deep understanding of technology and software development practices, and should be personable and capable enough to effectively lead a team and collaborate with others 1....

January 26, 2022 · 5 min · Sergiu Bodiu

Compound effect and how to create an Investment Checklist

The compound effect All good things in life come from #compounding, be it knowledge, health and even wealth! The compound effect meaning is exactly what it sounds like. As you may know from finance, compound interest can lead to surprisingly large returns. A penny that doubles in value each day for 31 days ends up being worth over $10 million. Same concept is applied to Learning. Read something like even 5 pages a day....

January 17, 2022 · 4 min · Sergiu Bodiu

Balancing Innovation and Efficiency Is Difficult

How to balance being innovative and being efficient What happens to companies as they become more competent? When it comes to innovation inside large companies, the balance of power tips heavily toward improving their known and proven business model. They under-invest in the exploration of new value propositions and business models. More importantly, there’s a considerable lack of power when it comes to growth or transformative innovation. Business leaders realize that the pace of competition has increased....

January 13, 2022 · 5 min · Sergiu Bodiu