Every investor needs to be analyzing how these trends each one of their positions…
I don’t know how not to get pumped about the growth of apps, smartphones, tablets and the cloud. I try to temper my bullishness, but my analysis gets in the way. Take a look at some of these headlines:
Apple trumpets 15 billion App Store downloads – Computerworld
15 billion apps! And the app store has only been around for three years now. I got mocked by the bears (and dismissed by just about everybody else) when I first started saying that there’d be more tens of trillions of transactions performed on trillions of apps in the next decade. Speaking of a trillion apps by 2020 will be easy if these kinds of predictions turn out to be even close to accurate…
IDC: App downloads to top 182.7 billion in 2015 – Mobile Business Briefing
Whether it’s a trillion by 2017 or by 2020 is probably the biggest question…but a trillion apps –yup, on schedule, check!
iOS Owners Buying 61% More Apps This Year, Paying Higher Prices – ReadWriteWeb
Again, the bears and skeptics will (still) tell you that there was no money to be made in apps, that apps were all a fad. Yet the revenues in the industry are exploding. And speaking of exploding revenue growth…
Analyst: Apps To Bring In $14 Billion Of Revenue Next Year – paidContent.org
From zero to $14 billion in a handful of years. I don’t think there’s ever been an industry that’s shown that kind of revenue growth in the history of industry. But what about concerns that revenues are already peaking…
App store revenues to hit $37bn by 2015 – Canalys – Total Telecom
Hmm, a near tripling in revenue over the next four years doesn’t sound too shabby to me. (The $37 billion number is much too low in my humble opinion anyway, by the way).
It’s not just apps though…there are lots of little niche companies that will see huge growth as they facilitate the smartphone/app/tablet/cloud future. Think about what this means to the economy and more importantly to us investors, to the companies selling into this trend:
Mobile Payments to Reach $633B by 2014 — GigaOM
I don’t know about you, but these kinds of trends and numbers make my heart pitter-patter. The impact of all of this won’t just be felt by the companies driving this future like Apple, Google and even Microsoft, all of which I do think are must-owns right now too. And the suppliers into this future like Cypress and Corning should be further investigated by any serious tech investor.
And frankly, the importance of analyzing these trends and the 50 App Stocks eBook itself is not just for tech investors. I mean, when we’re talking trillions of apps and trillions of dollars being moved by billions of people using these technologies in the next five to ten years, I do think every investor needs to be analyzing how these trends and numbers will impact each and every one of their positions. Will American Airlines conduct business in a decade like they do today? Will Taco Bell?
You can’t downplay the impact that apps/smartphones/tablets/cloud will have on everything you do. And everything you invest in.