Stocktoberfest 2014 on Coronado is sold out. I want to thank the 300 people that are coming to San Diego to participate in this amazing event. Here is the schedule for the two day event that includes some of the best (and my favorite…) traders, investors, technicians, RIA’s, financial writers, and fintech entrepreneurs on the …
From: September 2014
Nike – Just Doing It!
Nike exploded to the upside Friday. Here is an amazing chart the Stocktwits team put together: THE $NKE NEW ALL-TIME HIGH. HERE'S A ROUGH HISTORY http://stks.co/h171e — StockTwits (@StockTwits) Sep. 26 at 12:50 PM My kids own the stock. I own the stock. My fund owns the stock. I have been bullish for years on …
Robinhood…The Future of Mobile Brokerage
Today Robinhood announced a $13 million round of capital. Here is some of the big coverage and details. Robinhood had their own blog post. CNN covered the funding with this celebrity investor mugshot that does not include me: Yes there are a few celebrity investors but the lead investor is Index a very large and …
Permanent Capital…a Money Manager’s Dream
In last weeks’ podcast I talked with Michael Parekh about the cautionary flags being waved by Bill Gurley, a top venture Capitalist at Benchmark. Michael Parekh has seen a few cycles as a Goldman Sachs partner who created their internet franchise. We ended the show talking about the Bill Ackman IPO (his permanent capital) and …
The Alibaba IPO…The Climactic Top or a Continuation of the Boom?
First of all, what was #Scotland thinking: If #scotland had been smart they would have filed for IPO as a server farm not separation — howardlindzon (@howardlindzon) September 19, 2014 But enough about Scotland… I have long underestimated and underappreciated China. I like the good ‘ol’ USA. My thesis has always been if you can’t …
Stocktwits Growth/Changes and What Does Google Know…
Over the last month I have reassumed the role of CEO at Stocktwits. As an active Chairman, I was working closely with our former CEO, John Melloy, but not so much the team. It has been fun and exciting getting back into the mix. We have so many veterans on the product, community, content and …
The ‘War on Leisure’… USA, USA, USA!
I was golfing with a few friends at Liberty National on Friday. It was a beautiful Manhattan day and as our boat pulled back to the harbor at Tribecca, we passed the spectacular ‘Freedom Tower’. Next to the Tower is the Goldman Sachs building. It too was a beautiful building and I could easily see …
Internet Slowdown Day…
I live by ‘too small to fail’ since the crash of 2008. The internet has quickly become all about ‘Too Big to Fail’. Comcast, Verizon, AT&T, Time Warner… Unlike the banks, this new generation of ‘Too Big To Fail (TBTF)’ will not risk failing because they live by a different level of greed. It’s a …
Passive Vs. Active Investing at S&P 2000
Today, at least 10 percent of all assets in the S&P 500 is ‘passive’. We can invest our money at the flick of a button to 500 stocks, but we still can’t move our money very quickly. I just sent a wire from Schwab to Wells Fargo …basically 3d printing a bitcoin is easier …#archaic …