The eclectic, insightful, and typographically ebullient Pip Corburn has released his first new piece of equity research since leaving UBS Securities. Those of you on the buy (or sell) side of things in technology will know Coburn well. He was the long-time technologist strategist in the research group at UBS, and he has a knack for attaching himself to trends early and articulating things in an entertainingly unfiltered fashion.
I’ll leave it to Pip to explain the mission behind his new outfit, Coburn Ventures, but his first piece of techology equity research — a vertiginously wide-ranging 30–page thing that races across all aspects of technology equities — is typical Pip, that is stuff with which you’ll agree or disagree, but at least form an opinion. F’rinstance, he disses RFID and grid computing, layers some love on RIMM and flat panel display technologies, and generally gives his unvarnished thoughts on the main forces causing change in the technology landscape.
It’s worth reading, and we can look forward to much more of same — especially given that on page 23 Pip declares that on a recent holiday he had an epiphany, of sorts:
Two weeks ago I had a wonderfully enriching experience. I realized that I will – with certainty — work until age 90 following my latest demonstration that I really really really stink at golf. I realized this at about 3pm on the 8th hole – a manageable par 3 – at the famed Concord Golf Course during an annual ritual where high school friends enjoy a couple days where responsibility amounts to letting down your partner – Paul – by hitting completely doinky drives.
So with no golf to rescue me from my life of studying change I will work til 90 – ever so lucky that I have picked “change’ as my focal point.… If our old friend Einstein died a frustrated man himself trying to figure it all out it should keep us engaged quite easily.
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It’s worth reading only if you’re used to wading through 30 pages of chaotically presented, semi-coherent rambling.
Granted, but such _entertaining semi-coherent_ rambling! And more seriously, Pip’s rambling is more interesting, at least to me, than the self-important waffling in the average brokerage report.