Saving a Damsel in Distress on Liberty St

March 31, 2022 while walking down Liberty Street in the Historic District of Savannah Georgia, the Cruising Buddies Men witnessed a vehicle hit the center median. It didn’t look good as the vehicle jumped up and we saw a puff of debris so we just had to help. The vehicle pulled over to investigate so…

Exploring the British Virgin Islands

I recently returned from sailing the British Virgin Islands (BVIs) as skipper aboard a Moorings 4000 catamaran. My friends and I started in Tortola then sailed clockwise around the island chain visiting wonderful beaches, restaurants and bars at the Bight at Norman Island, Great Harbor/White Harbor in Jost Van Dyke, Scrub Island, Anegada, Leverick Bay,…

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…

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…

Investor Relations Strategy – Don’t Miss Right Out of the BOX

A strong emphasis on an investor relations strategy should help companies reduce volatility; reduce public market risk and ultimately increase its long-term value.  In fact, a successful investor relations strategy, in my opinion, is one that has been in place well before investment bankers and SEC attorneys are even selected. For example, Box priced its initial public offering…