My Adventure at the Noatak Wilderness Preserve in Northwest Alaska

While cleaning up files on my computer, I located a log about one of my many wilderness adventures in Alaska. I hope y’all enjoy it as much as I did going on the adventure, writing about it and reading it again more than a decade later.  It also serves as a reminder that I need…

Investment Thesis – Learn How to Tell A story

I recently spent quite a bit of time speaking with former Wall Street colleagues who are in equity research, institutional sales and investment banking as well as chief investment officers at some of the largest family offices. A common theme amongst my capital markets buddies’ is the perception many new equity research analysts, have not…

The Hive Genie on Make Me a Millionaire Inventor

On November 10, 2016, I appeared on Season 2 Episode 206 of  CNBC’s Make Me a Millionaire Inventor, which aired at 10pm Eastern immediately following Shark Tank.  The company I was asked to evaluate was Hive Genie, which provides equipment and software solutions for commercial beekeepers. It’s total solution monitor the health and welfare of…

Watch Me as Investor on Make Me a Millionaire Inventor on November 10th

I will appear as an investor on Make Me a Millionaire Investor, which airs Thursday nights on CNBC.

Chance Encounter with Lehman Brothers’ Dick Fuld

I was in New York for an investor conference when I bumped into Lehman Brother’s former Chairman and CEO Dick Fuld on the streets of Midtown Manhattan.   Attending the BMO Capital Markets FTM Conference The 11th Annual Farm to Market Conference hosted by Bank of Montreal’s BMO Capital Markets for institutional investors was held  on…

SemiosBio Technologies

Canadian-based SemiosBio Technologies is definitely worthy of further analysis and due diligence. In fact, Semios recently raised more than $8 million in seed funding on top of its business model combining enabling technologies addressing a critical market need with recurring revenue and strong margins from a growing installed base of farmers. I have evaluated hundreds of…

Vertical Indoor Farming: Local & Reduced Water Consumption

Vertical Indoor Farming Exploits Global Macro Themes In the past, we have written about how increasing populations, greater urbanization and a growth in the consumption class are placing tremendous strains on food production.  We believe new technologies and sustainable processes will be required to transform traditional farming.  The goal and end result is to boost…

Aquaculture-Time to Accelerate the Production of Locally Sourced Seafood

In my opinion, we should accelerate the production of sustainable and locally sourced seafood that meets the green label standards set by The Monterey Bay Aquarium’s Seafood Watch program.   Protein such shrimp, traditionally, sourced from Asian farms can now be produced “organically and non-GMO” using indoor farms right here in America. Food safety has jump…

From Tech and Telecom to Restaurant Concepts. Why?

I recently made a small private investment in a new restaurant concept called Royale Magnificent Burgers or just Royale Burgers for short.  Why is a long time technology equity research analyst investing in a Dallas burger joint?  In short, the timing is right, a great management team is leading the charge, the location is ideal…

Time to Focus on Precision Agriculture and Aquaculture Investments

THE OPPORTUNITY Food production will need to increase by more than 70% over the next few decades to feed the expected growth in world population, increased urbanization and as emerging economies join the consumption class.   World Population growth is expected to bring the earth’s residents to more than nine billion in 2050 from seven…