I’m an active investor in consumer and enterprise software companies through my funds at Social Leverage. Before Social Leverage I was an active angel investor and ran a hedge fund for 18 years.

I have been writing about all of the above on this blog since 2005.

The tagline of this site is Investing for Profit and Joy. I believe everyone should invest; I believe people can take control of their own financial life; I believe opportunities present themselves every single day. I also believe in laughs.

Here are a few investments that I’m particularly focused on right now.


Robinhood is fantastic. It is the fastest growing financial app of all time. I use it everyday. The company and product has reimagined stock trading and investing for the mobile era. It’s not just the free trades that matter, but it sure is genius. I believe the millennial generation will choose new brands when it comes to their finances. I expect Robinhood to be one of those brands.


I started StockTwits in 2008 and our vision was to create the largest community of traders and investors. Today over 2 million people log in monthy to share ideas, banter about stocks and even trade using the Robinhood app integration. I am really proud of our team and investors for their continued commitment to the vision.


Koyfin is an analytics platform providing users with market insights through tools focused on dashboards, graphs and other data visualizations.


Secfi is your pre-wealth advisor. It creates equity planning tools that help you make better financial decision from offer to IPO.

Rally Rd.

Rally Rd. is a first-of-its-kind platform where unique, high-value assets are securitized, split into shares, then offered up as equity investments to users of all income levels

Introduction: Other Projects

Other Projects

In addition to my investments, I am personally involved in a number of projects all aimed at empowering individuals to become investors and take control back from the entrenched players in the financial industry.


Held annually since 2012, Stocktoberfest is an event where I try to get the best trading minds in the same room to exchange ideas, discuss strategies, and get a heads up on new technologies and startups in the space.