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Friday, December 7, 2018

Getting Attention


Newspapers and magazines like writing stories. 


Among the best stories to them are those where there is something more interesting  alongside it: There's an accident, a bystander helps. The bystander is a very interesting person. The media runs with it. People relate, they eagerly consume more news about the accident and the person. 

No matter which way the story goes -- if it's popular -- people go too far. They get either too depressed or too optimistic.

Outside of investing the favorite story is about fear. If it bleeds it leads. Fear sells in investing stories as well. The investing stories that really get legs, however are those where hype and excitement over potential riches lead the headlines.


In those cases, the story is more important than the product. Shake Shack was such a company. It's a cool story. There is enthusiasm about the product, so investors pile in -- far beyond where it makes sense to pile in. At one point, the market cap of the company was equal to about $50 million per restaurant, which I consider to be lunacy.

Bitcoin. They're selling precisely nothing. Zero - access to a prime number in their roster of prime numbers. Yet the price of a bitcoin rose last year to $19,783. All on a story on hype. ($3,400 today, and probably it will continue to fall.)

GoPro. Another company that traded very high on a story. Far higher than it should have. It was at $93 once upon a time, with no investing moat, and tons of competition. ($5 now.)

At the moment, MicroVision is virtually unknown by the public, there isn't a story. Non disclosures are tough things.

Take Hololens separately from Microvision. It is virtually unknown by the public. If you're diligent about following technology, you know about it. It only pops up occasionally, like when they announced an army contract, but even then, it shows up in tech news, very rarely a blip in the mainstream media. Yet, if you follow it -- if you've tried it -- you have little doubt it will change the world.

The last time the Financial Times wrote about it (according to my search) was in March of this year - nine months ago.)


I'm at about 99% certainty that MVIS's near eye display will be in Hololens.
I'm at about 99% certainty that interactive laser displays will be included in Amazon Echo.. 

Mr. Tokman had the wisdom to be playing the long game. The long game, in my view is about to pay off. 
When the story is told, it will be good. Really good. 

Google Search "Hololens Army"
Tactical Augmented Reality


Microvision, AR and Army


The video below has been seen 949 times. (probably 200 of those came from it being linked here.) NOBODY KNOWS ABOUT THIS YET.




The Pokemon Stampede will work for you.



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