spear

SPEAR Invest

Contributor

Areas of Expertise

SPEAR Invest is an asset manager and ETF issuer specializing in investments in industrial technology value chains. Our business applies a fundamentally driven investment approach. Our products are aimed at compounding returns based on superior stock selection and offer alpha generation potential uncorrelated to traditional investment strategies.

Recent Articles

Published
Jan 12, 2023
SPEAR Invest
Investing

SPEAR Invest Research: Key Themes for 2023

Published
Jan 12, 2023
SPEAR Invest
Published
Dec 8, 2022
SPEAR Invest
Economy

Are We Already in a Recession? AI and the Labor Shortage 

Published
Dec 8, 2022
SPEAR Invest
Published
Oct 27, 2022
SPEAR Invest
Markets

Anatomy of a Bear Market and What to Expect This Earnings Season

Published
Oct 27, 2022
SPEAR Invest
Published
Sep 22, 2022
SPEAR Invest
Markets

Why Cybersecurity Remains Our Top Investment Theme Post Earnings, FOMC Impact on the Technology Sector

Published
Sep 22, 2022
SPEAR Invest
Published
Sep 7, 2022
SPEAR Invest
Technology

Is Tech Cyclical or Secular? Earnings From Nvidia vs. Snowflake; Diving Deeper Into Okta's Guide Down

Published
Sep 7, 2022
SPEAR Invest
Published
Aug 23, 2022
SPEAR Invest
Cybersecurity

Palo Alto Networks Sets the Stage for Cybersecurity Earnings, Software Valuation Implosion - Buy the Dip?

Published
Aug 23, 2022
SPEAR Invest
Published
Aug 11, 2022
SPEAR Invest
Markets

Inflation and the Favorable Set up for Industrial Technology in 2H22, Earnings From Nvidia, Micron, Datadog, Cloudflare and More

Published
Aug 11, 2022
SPEAR Invest
Published
Aug 3, 2022
SPEAR Invest
Markets

Don't Underestimate the Market as an Inflation Hedge, Earnings From Microsoft, Amazon, Meta, AMD, Ametek and More 

Published
Aug 3, 2022
SPEAR Invest
Published
Jul 26, 2022
SPEAR Invest
Markets

Recession Playbook and the Case for Industrial Technology, Earnings From Snap, Netflix, Tesla, Walmart, Airlines and More 

Published
Jul 26, 2022
SPEAR Invest
Published
Jul 11, 2022
SPEAR Invest
Markets

Tesla vs. Nvidia Positioning in Autonomy, Inflation Expectations and Signs of Capitulation

Published
Jul 11, 2022
SPEAR Invest

Published

Published