SEPTEMBER AND OUR CHILDREN:
We are at sea – flying under the Golden Gate Bridge on our way to Alaska. We are monitoring the world – as always – and noting the strange cross signals coming from everywhere.
While we believe run ups in Titans like Face Book are ahead of us we also believe a BLUE CHIP BLOOD BATH is on the way. The new technology that can disrupt and make Face Book as relevent as MY SPACE are on the way.
Ask yourself – if I invest and Amazon went into this business area – how would my stock work out?
That might be the new yard stick for disruption.
All hands on Deck.
Berny Dohrmann – Captain— July 31, 2016