Why is IT Binary?

Why is IT Binary?

In my recent articles seeking themes in the worst losing shares each month, early on I observed that some industries were by their nature prone to produce an unusually high number of ‘big’ losers (and winners).

The more obvious industries were: Oil & Gas, Metals & Mining and Bio-Tech; in one way or another many of the players will either discover something earth-shatteringly good (no fracking pun intended) or discover nothing.

What was more surprising to me was that the “Software & IT Services” industry was similarly prone to produce extreme results. In this article I set out to explore why that might be the case and whether there may be any useful investment lessons to be learned.

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