As the investment community and world at large press ever faster toward a real time world complicated and stuffed by information and data it is increasingly more important to have time to think through the larger impacts of the major changes happening.  True shifts or change in consumer behavior, technology, and business often take place slowly at first but have recognizable patterns or traits.  The term tipping point has a lot of cache and is often misused… but more importantly I feel it is misunderstood.  It doesn’t represent a massive shift or sudden change, but rather a series of smaller or subtle changes whose cumulative impact causes a fundamental shift in the landscape.

As investors, the most important aspect of this is that true change typically does not impact business models and industries in a linear fashion.  The most relevant example may be the challenges to the newspaper industry brought about by the shift to news consumption and information gathering over the internet.  Viewing impacts through the lens of broader change helps us to look for the tipping points as opposed to the linearity of each quarter.   The goal of this blog will be to discuss relevant change topics in technology and other broader investment issues at large with an eye toward the underlying shifts.