Adquisición 获得: Google descent into robotics

Google is investing in robotics companies by purchasing Boston dynamics.

In December, Google bought Boston Dynamics, which developed a number of robots said to be inspired by animals, for an undisclosed sum. The news broke shortly after Amazon made headlines over the Thanksgiving holiday weekend with its own robotic moonshot project, Prime Air drone delivery.

But Google is not the only one thought to have been interested in Titan. Reports swirled as recently as a few weeks ago that Facebook was interested in the private company, founded in 2012, as well.

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Los nuevos reyes del Antiguo: David Tepper

2013 Earnings: $3.5 billion
Tepper has set a new standard for hedge fund managers. His track record has long been phenomenal, but since the financial crisis his returns have reached a whole new level. In 2013, the 56-year-old founder of Appaloosa Management outperformed the U.S. stock market and the vast majority of hedge fund managers, with his biggest fund posting net returns of more than 42%. Over the last five years, Tepper’s main hedge fund has generated annualized net returns of nearly 40%—and gross returns of some 50%. In what has almost become an annual tradition, Tepper gave back some cash to his investors at the end of the year. In 2013, Tepper’s Appaloosa celebrated its 20th anniversary by pledging $20 million to various charities. Tepper also gave $67 million to Carnegie Mellon University last year—adding to the $55 million he previously gave the university—and continued to support other causes like basic needs and education.

Appaloosa Management is an American hedge fund founded in 1993 by David Tepper and Jack Walton specializing in distressed debt.Appaloosa Management invests in public equity and fixed income markets around the world.

In 1993 David Tepper and Jack Walton founded Appaloosa Management, an employee owned hedge fund, in Chatham, New Jersey.[4][5] The firm through the 1990s was known as a junk bond investment boutique and through the 2000s a hedge fund.

2002 Conseco & Marconi Corp.

In the fourth quarter of 2002 Appaloosa Management returns were heavily a result of junk-bond and distressed debt bets in Conseco and Marconi Corp. that the market was bottoming out.

2007 Delphi

Assets under management in 2007 were $5.3 billion. The Financial Times reports the company has “attracted interest for its large ownership position in Delphi, the bankrupt car parts supplier, and its clashes on whether management has the shareholders best interests in mind or those of GM and the UAW.”

2008 financial crisis through 2011

Appaloosa survived the financial crisis of 2008 with relatively few investor redemption orders.

From 2009 to 2010 Appaloosa Management’s assets under management grew from $5 billion to $12 billion.

In November 2010 the New York Times reported total assets under management of $14 billion.

In 2010 it was reported that since 1993 Appaloosa Management had returned $12.4 billion to clients—ranking it sixth on a ranking of total returns to clients by managers since inception.

In 2011 the company was awarded the Institutional Hedge Fund Firm of the Year award.

In Sep 2011, a Delaware bankruptcy court found that Appaloosa Management is one of four hedge funds that had played a role in Washington Mutual’s restructuring which might have received confidential information that could have been used to trade improperly in the bank’s debt.

Investment Strategy

Appaloosa Management’s investments focus on undiversified concentrated investment positions.Appaloosa invests in the global public equity and fixed income markets with a focus on “equities and debt of distressed companies, bonds, exchange warrants, optionsfutures, notes, and junk bonds.” According to BusinessWeek, the firm’s client base consists of high net worth individuals, pension and profit sharing plans, corporations, foreign governments, foundations, universities, and other organizations.” Investors commit to a locked period of three years during which their withdrawals are limited to 25 percent of their total investment.

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Palomino Fund

The Palomino Fund from its inception in 1995 to 1998 had a 25 percent return. After Russia defaulted, the fund lost 49 percent of its value between February to September 1998. The fund returned –26.7% percent in 2008 and 117.3 percent in 2009. The company was ranked by Bloomberg Markets as the top performing fund of any hedge fund manager managing over one billion dollars

source:businessweek

黄金の太陽: The power of the solar technology etf TAN

EvergladesSunriseJune

Guggenheim Solar (TAN)

46.70 Down 0.56(1.18%) 4:00PM EST|After Hours : 46.10 Down 0.60 (1.28%) 7:11PM EST

Prev Close: 47.26
Open: 47.51
Bid: 46.00 x 200
Ask: 47.35 x 100
NAV¹: 46.95
Net Assets²: 383.58M
YTD Return(Mkt)²: 11.80%
Day’s Range: 45.88 – 47.78
52wk Range: 15.00 – 47.78
Volume: 1,036,528
Avg Vol (3m): 561,480
P/E (ttm)²: 17
Yield (ttm)²: 1.14

¹As of Feb 27, 2014

²As of Jan 31, 2014

The Guggenheim/MAC Global Solar Energy Index ETF seeks investment results that correspond generally to the performance, before the Fund’s fees and expenses, of an equity index called the MAC Global Solar Energy Index. The Fund will normally invest at least 90% of its total assets in common stock, American depositary receipts and global depositary receipts that comprise the Index. Guggenheim Advisors, LLC seeks a correlation over time of 0.95 or better between the Fund’s performance and the performance of the Index.

The Index is designed to track companies within the following business segments of the solar energy industry: companies that produce solar power equipment and products for end-users, companies that produce fabrication products (such as the equipment used by solar cell and module producers to manufacture solar power equipment) or services (such as companies specializing in the solar cell manufacturing or the provision of consulting services to solar cell and module producers) for solar power equipment producers, companies that supply raw materials or components to solar power equipment producers or integrators; companies that derive a significant portion of their business (measured in the manner set forth below under “Index Methodology” section) from solar power system sales, distribution, installation, integration or financing; and companies that specialize in selling electricity derived from solar power.

Source:

Yahoo

Seeking Alpha

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投资于机器人: The future is here investing in robotics

One of the most popular businesses – Bedford’s iRobot – created the floor-cleaning disc Roomba. Another company, Boston Dynamics, built a product called LittleDog that scientists are using to “probe fundamental relationships among motor learning, dynamic control, perception of the environment and rough terrain locomotion,” according to its YouTube page. – See more at: http://www.kahnlitwin.com/blogs/daily-news-blog/robotics-companies-prime-investing-opportunities-for-venture-capital-firms-#sthash.oSd8Mjbt.dpufgineering company that specializes in building dynamic robots and software for human simulation.

These and other companies may be in need of technology consulting services. For example, Liquid Robotics of California recently completed a $22 million round of financing that included minor investments from an oilfield services company and Stanford University, the Wall Street Journal reports. The company is currently valued at $70 million.
– See more at: http://www.kahnlitwin.com/blogs/daily-news-blog/robotics-companies-prime-investing-opportunities-for-venture-capital-firms-#sthash.oSd8Mjbt.dpuf

Google is joining the growing list of companies investing in military technology. On Friday, the Internet giant bought Boston Dynamics, a company known for developing animal-like robots that can outrun even the world’s fastest man.

谷歌加盟公司投资于军事技术的越来越多。上周五,互联网巨头买下波士顿动力公司,该公司称开发动物般的机器人,可以逃脱即使是世界上跑得最快的人。

Source;

Seeking Alpha

 

IRBT-A provider of mobile robots for the consumer market, including the iRobot-LE home robot,
Prev Close: 44.48
Open: 44.30
Bid: 41.06 x 500
Ask: 41.10 x 200
1y Target Est: 41.00
Beta: 1.82
Next Earnings Date: 22-Apr-14IRBT Earnings announcement
Day’s Range: 40.41 – 44.89
52wk Range: 21.13 – 46.99
Volume: 1,106,384
Avg Vol (3m): 993,657
Market Cap: 1.18B
P/E (ttm): 43.72
EPS (ttm): 0.94
Div & Yield: N/A (N/A

Boston Dynamics is an enVenture capital firms in Boston may want to pay attention to the increased number of robotics firms in the state, according to the Boston Business Journal. There are at least 60 known robotics companies in Massachusetts, as reported by the Massachusetts Technology Leadership Council.

The company began as a spin-off from the Massachusetts Institute of Technology, where National Academy of Engineering member Marc Raibert and his colleagues first developed robots that ran and maneuvered like animals. They founded the company in 1992, and their ground-breaking work continues to inspire several of the company’s activities.

Today the company creates a variety of innovative robots, including BigDog, a quadruped robot for travel on rough-terrain, PETMAN, an anthropomorphic robot for testing equipment, RISE, a robot that climbs vertical surfaces, SquishBot, a shape-changing chemical robot that moves through tight space, and many others.

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Invest in the future: The bridge to tomorrow

robot-wallpaper-2

With 2013 coming to an end, can robotic companies keep up their impressive gains? Shares of top robotic companies in 2013 have had inhumane like gains. I’m convinced these gains will continue right on through 2014. As we become an even more technologically advanced and diverse global economy, the dependence certain companies have on robotic devices to speed up their manufacturing and processing only increases. In 2013, this dependence seemed to increase quite dramatically. Behemoths Google (GOOG) and Amazon (AMZN) have both spent billions acquiring numerous robotic companies in the last couple years. Amazon bought robotic manufacturer Kiva Systems in 2012 for approximately $775 million. Most recently, On December 16th, Googlemade a purchase of Boston Dynamics, an engineering company that has designed mobile research robots for the Pentagon. This acquisition awoke investors and helped them realize the potential that any robotic company has of being bought out by the likes of Google or Amazon.

 

So what’s in store for 2014? Colin Angle, the CEO at iRobot (IRBT), was not afraid to share his robust thoughts on his own robotic company. He went on record saying “I think it’s going to be a great growth year for us,” he added that iRobot, “is expecting mid to high teen revenue growth in 2014.” These comments rallied investors and subsequently shares of iRobot. Shares of iRobot exploded 15% in the same trading day as the announcement. From the beginning of 2013, iRobot’s stock has risen over $15 per share and according to the CEO, the gains and rewards for shareholders are only going to continue.

Deep value, growth