From the Yardarm | Saturna Capital
From the Yardarm


  • Feeding 10 Billion People in a Climate-Changing World

    By 2050, nearly 10 billion people will live on our planet. In order to sustain this population and our growing demand for resource-intensive animal-based foods, the World Resources Institute estimates that crop production will need to increase by 56% from a 2010 baseline.1 In 2010, agriculture accounted for approximately 24% of all greenhouse gas (GHG) emissions, while using 50% of the world’s vegetated land and 70% of the world’s fresh water.2

  • Relics of the Past? Disruptive Innovation in the Telecom Industry

    The telecom industry has seen tremendous worldwide growth in recent years as consumers use an increasing number of applications and services. Despite meaningful subscriber and data growth over the last decade, US telecom industry revenue has grown only modestly. We believe several factors explain the disconnect: competition, regulations, and disruption from over-the-top providers.