Last week, I again attended VALUEx. If you’re a Value Investor, this is no more interesting use of your time – it is an extraordinary gathering of intelligent, talented and fun people.
Like me, many people at VALUEx avoid investing in technology firms. On the other hand, many participants know that it’s important to follow the evolution of what I call the “3 GRAIN” technologies (3D printing, Genetics, Robotics, Artificial Intelligence, Information Technology, and Nanotechnology). Each of the 3 GRAIN general purpose technologies will have an increasing impact on the creation of value in the years ahead. Moreover, how they will combine to produce social changes is something that Philippe and I think about a lot.
Silberzahn & Jones 