The Power of Long-Term Compounding, 2010-2022 December 7, 2022 As Peter Lynch wrote in 1993, “You can find good reasons to scuttle your equities in every morning paper and on every broadcast of the nightly news.”1 While the morning paper and evening news have faded from memory, the sentiment remains. It is easy to find […]
The CHIPS and Science Act – The Importance of U.S. Manufacturing of Semiconductors August 17, 2022 On August 9, President Biden signed the long-awaited CHIPS and Science Act (the Act or the CHIPS Act). Passage of the CHIPS Act is an important step toward revitalizing semiconductor manufacturing in the United States.1 The bill provides $52.7 […]
Maintaining Conviction During Volatile Markets April 14, 2022 Recent global events, including the Russian war on Ukraine, the COVID-19 recovery, and the persistence of inflation, allow investors to reflect and reinforce that daily headlines contributing to market volatility may not correlate with long-term returns. Humankind has a history of moving forward despite significant challenges along […]
THE OPPORTUNITY WE SEE IN SEMICONDUCTOR MANUFACTURING (6 minute read) June 23, 2021 2020 brought an unprecedented economic shutdown. The pandemic accelerated trends that we have been focused on for a long time; we call this the Great Digital and Life Sciences Acceleration. I would like to zero in on the opportunities in semiconductor manufacturing. […]
NEEDHAM AGGRESSIVE GROWTH FUND INVESTMENT PROCESS & CHUCK JAFFE’S MONEY LIFE PODCAST APRIL 6, 2021 On March 19, 2021 I appeared on Chuck Jaffe’s Money Life podcast. Chuck’s mission is to improve financial literacy, and he brings years of experience as a journalist and broadcaster to this daily podcast. It’s one of the leading financial […]
Private Company Profiles: Shorelight Education January 8, 2019 2018 was full of travel to visit portfolio companies. I had the opportunity to visit a number of very interesting private companies along the way. I enjoy meeting private companies for the chance to learn and to meet new entrepreneurs. These initial visits also lay the foundation for understanding […]
Private Company Profile: Vacasa A Portland-based company caring for vacation homes and guests December 10, 2018 My year has been full of travel to visit portfolio companies, and I’ve had the opportunity to visit a number of very interesting private companies along the way. The Needham Funds do not invest in private companies; however, I […]
A San Francisco company’s radical mission to reverse type 2 diabetes in 100 million people by 2025 September 4, 2018 My summer has been full of travel to visit portfolio companies, and I’ve had the opportunity to visit a number of very interesting private companies along the way. The Needham Funds do not invest in private […]
January 16, 2018 It’s Needham Growth Conference time. This year’s 20th Annual Needham Growth Conference 1 will be held on January 17-18 in New York City. We attend a number of investor and industry conferences throughout the year and the Needham Growth Conference provides a great kickoff for the year and a sense of how […]
January 11, 2018 In 2017, I found a number of events and resources that can help anyone define their own investment philosophy and process. Reading, learning and hanging out with great investors can help one improve as an investor looking to create wealth over the long-term. January The 20th Annual Needham Growth Conference1 is January […]