One of the reasons I love investing in innovation is that the best companies never stop innovating. They continue to evolve, creating entirely new businesses that many investors never saw coming. That’s why I always try to look beyond what a company does today. The biggest winners in the market are often businesses that reinvent […]

Yesterday afternoon, SpaceX (SPCX) reported its first earnings as a publicly traded company. As expected, Wall Street immediately focused on the headlines. Revenue came in at $7.8 billion compared to expectations of $6.8 billion. Earnings per share came in at a loss of -$0.09 versus estimates of -$0.23. Just as important as the company’s first […]

Yesterday, I wrote about the unusual market we’re experiencing. While the Nasdaq-100 slipped into correction territory and many of the biggest AI winners remained under pressure, the equal-weight S&P 500 quietly climbed to a new all-time high. It was another reminder that headlines rarely tell the entire story. This week offers another example. Most investors […]

Publisher’s Note: Welcome to the first issue of The First Move. Matt McCall is a bonafide innovations expert, relying on masterful intuition to build his career. His impeccable instinct is the whole reason we brought him here. Innovation investing gets a lot of lip service and not much follow-through, mostly because it means holding a […]

Every company worth trillions today started the same way: as an idea most investors ignored. Amazon was an online bookstore losing money in an industry already dominated by Barnes & Noble. Apple was a niche computer maker before the iPhone changed the question entirely. Nvidia was known for gaming chips years before anyone called it […]