Winning at the highest level in any endeavor is not a usual thing. It is an unusual occurrence, and being a consistent winner over years is even more unusual. Winners are outliers; they live on the extremes, they are intense, and they often raise eyebrows because they do things differently than most. They are also…
Dear Investors, 2020-2025: The 5G revolution is going to begin its ascent in 2020, and it is just about upon us. FMT Advisory believes enormous money is going to be made, and we are as excited as ever. Innovation will be king; boring will be defense. Over the next couple of years, we believe a…
With each new network upgrade (1G, 2G, 3G, 4G, and now 5G), RF filters take a more prominent role in devices (smartphones, etc.) as the frequency ranges get higher and higher. After each network upgrade, RF filter companies generate more revenue as the cost per device for filters goes up so it’s a steadily increasing and lucrative business.
Most people have portfolios that are so bloated that they would make Marlon Brando appear skinny in his later years. And either the vast majority of market participants don’t invest with the mindset that their shares are real ownership positions in real businesses, or they own thousands of businesses through passive fund investing.
The U.S. Justice Department is set to decide soon whether to approve the $26.5 billion merger of wireless carriers T-Mobile USA and Sprint Corp. There are leaks that the decision for the merger could be out as early as next week, but regardless, a decision is coming soon. Federal Communications Commission Chairman Ajit Pai has agreed…
President of the United States Donald Trump, Secretary Treasury of the United States Steven Mnuchin, and the head of the Federal Finance Housing Agency (FHFA), Mark Calabria, are seeking a prompt resolution to end the conservatorships of Fannie Mae and Freddie Mac. Just as importantly, these all-important figures are in alignment to recap and release…
The core investments at FMT Investment Advisory are always done with the mindset that they are businesses, not a collection of ticker symbols. We always focus on the underlying economics of the business while we seek to acquire them at sensible market prices and then we hold them until it no longer makes sense to…
A couple will typically part ways when they no longer want to be intertwined with one another, but another thing can end a couple. Two people sufficiently in love that ultimately give up on spending time together because of distance or anything else can potentially end in tears, too. There are some interesting parallels with…
More data has been generated in the last two years than in recorded history. 5G is going to create the next megatrends in technology.
