Contributor

Ken Kam

I am the CEO and founder of Marketocracy, Inc., and portfolio manager at Marketocracy Capital Management, LLC, an innovative technology based firm that maintains a database of the world’s greatest “unknown” investors.

I require these “Marketocracy Masters” to outperform the S&P 500 for a minimum of 5 years before their model portfolios are used for clients with separately managed accounts. Before Marketocracy, I was the CEO and co-founder of Firsthand Funds; co-portfolio manager of the Technology Value Fund (the number one fund in the country for its first three and five years); and co-founder of Novoste Corporation, a medical products company now owned by Boston Scientific.

  • アマゾンが抱える「大きな問題」は解決可能か?

    アマゾンの株価が700ドル前後だった2016年5月、あるポートフォリオマネージャーは「市場はアマゾンを過小評価している」と述べ、同社の目標価格を1100ドルに引き上げた。資産運用会社を経営する筆者の身近にも、アマゾンを評価し、同社株を保有している人たちがいる。だが、彼らの意見を聞いてきた中でも、筆者 ...