Investing in the Future of Technology with Evan Knowles

Published: Oct. 15, 2020, 2 p.m.

The stock market provides investors with more options than we can possibly keep track of. There are more than 4,000 publicly-traded companies on US exchanges alone. Keeping up with that many companies is simply not an option (at least if you ever plan on sleeping again).

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One option is to just buy everything. S&P index funds allow investors to get ownership in the market\u2019s largest companies. It\u2019s a popular way to get the stock market\u2019s broader-based returns without putting in very much effort.

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For those willing to put in a bit more thought, another option is to selectively invest in the market\u2019s pockets of innovation. By putting money into the most promising new trends, investors get access to a handful of companies who are a step ahead of others in defining the future and capturing its profits. For the Wayne Gretsky fans out there, this is \u201cskating not to where the puck has been, but where it\u2019s going to be.\u201d

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But this \u201cbasket approach\u201d strategy also has challenges of its own. Since we never know what the future holds, how can we know which trends are indeed the most promising? And even within those trends, which individual companies should we be buying into?

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To answer those questions, we\u2019ve brought in technology enthusiast Evan Knowles. Evan wears several different hats, including the co-founder of Symba (a real estate CRM), the host of the Middle Tech podcast, and more generally as an ambassador of startups all across the country.

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In an exclusive interview with 7investing, Evan describes why \u201centerprise software\u201d, \u201cconsumer-focused platforms\u201d, and \u201cdeveloper tools\u201d are the three categories he chooses to invest in. He explains his thesis for each of these segments and reveals actual companies he\u2019s investing in.

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Evan also describes how real estate can offer a hedge against growth-style investing and why data moats are something that investors should be keeping an eye on.

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