Thoughts from the road part II: Unicorns

The first blog on the road was from Texas. The second week looks at San Francisco, a city arguably at the peak of its power with money and power flowing to the many new technology stocks based there. We review some of the interesting themes that emerged from the Merrill Lynch Global Technology conference such as driverless cars and the evolution of cloud computing. The blog also nominates some stocks that may be winners along with a potential loser for the short side. (VIEW LINK)