Is AI and Machine Learning a Disruptor or an Enabler for our Accounting Industry?

It wasn’t long ago that cloud technology was emerging as a potential disruptor to most industries. In the beginning, many didn’t foresee that cloud adoption would become so widespread, but now it’s becoming the standard. All startups and new business ventures are setting up cloud platforms during the formation period of their business. In most cases, …

Within sight, in front of mind!

The sixth principle of the Manifesto for Agile Software Development is “The most efficient and effective method of conveying information to and within a development team is face-to-face conversation“. We have all experienced situations in which our not seeing the person we were speaking with resulted in a misinterpretation of what was being said. When …

IBM: Mediocre Management Holding A Crown Jewel

Summary IBM’s valuation is now becoming too difficult to ignore. Management team’s lack of candor. IBM’s crown jewel is its cloud business, but does it matter? This idea was discussed in more depth with members of my private investing community, Deep Value Returns. Investment Thesis IBM (IBM) makes a very interesting investment. On the one hand, it …