In bygone era before ponzinomics™, both The Fly and I ruminated and vented strongly over the unfortunate inability to milk the farmer, while it was evident that indeed that farmer was quite adept at milking us, via outlandish milk prices and absurd $1 bagels.
As many frustrations are wont to lead towards innovation, ours birthed the phrase “Milk The Farmer,” a tautological way of saying “get long commodity POT/MOS etc”, banking coins in the process, as well as the financial satisfaction of “gettin’ some.”
This got me to thinking.
The way data storage costs are being increasingly commoditized towards zero, and with the obvious clear advantages to owning this data, it seems all but completely certain (as much as anything can ever be…) that EVERYTHING can and will be stored.
It also stands to reason that if a corporation provides a service, it may be stated or just implied that they can monitor your use of that service, for internal or actual legal reasons. Finally, it seems logical that the corporation would want to comply with law enforcement, if for some or any reason they requested the data and the request was legal.
With these things in mind, I just put a list together of stocks that make “police statey” type stuff inside The PPT that might benefit from this growing trend.
I call this list BIG GOV.
DON’T YOU SEE WHAT I’VE DONE HERE?
I am positioning myself to fuck the police, and yes, like the non-consensual sex with the farmers of America, it is gonna feel great.
Now, I’m no paranoid, tin-hat, can of corn fucker, but it makes absolute sense to explore this space for strong companies with an edge.
By the way, the direction this is headed is not about the legality/illegality of the data gathering, it’s about services.
These made up, off-the-top of my head scenarios may be implausible, but bear with me.
You don’t like that my supermarket catalogs your shopping habits with incredible detail, and that I routinely sell that list to the courts or the DMV, or whatever, implicating parents or drivers who, say, spend “too much” of their income on alcohol? Then don’t shop at my store, maybe I’ll go out of business. Maybe the DMV mandates as part of a safety program that “Driving is a privilege, not a right” should extend to the actuarial likelihood that you may ever drive drunk, thus creating a plausible reason for collecting that data. I mean, you don’t support drunk driving, do you?
You don’t like an automatic sensor that sends you a speeding ticket if you cross at any speed above 75 after 2am? Don’t drive on my freeway. Maybe the projected savings here are 250m in state emergency accident costs.
Don’t like my hypotheticals?
WELL THEN DON’T USE MY SERVICES.
Obviously this is impossible, as you need groceries and driving licenses. These examples aren’t intended to be literal, just conceptual.
From an industry standpoint, the backdrop is strong. Now I just need to find individually strong companies…so that I may live out yet another dream and fuck the police.
Do you guys know of any strong companies in this space?