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…
Author: alexcena
Exploring the British Virgin Islands
The British Virgin Islands, or BVI, are a popular destination for sailors and yachtsmen from all over the world. With crystal-clear waters, stunning scenery, and a relaxed island lifestyle, it’s no wonder why this beautiful chain of islands has long been a favorite among crewed and bareboat sailors. I recently had the opportunity to embark…
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 May…
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…
Market Downdrafts – Stay in Front of Clients as Opposed to Hiding
During Market Downdrafts, Stay in front of Clients as Opposed to burying your head in the sand. There may be very few sell-side analysts today who have lived through major market downdrafts similar to those experienced in 1987, 2000 and 2008. Environments like these separate the grown ups from the kids. If you are sell-side…
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…
Good Company Information Can Be Found at Any Time / Any Place
I have been asked many times over where I get some good company information to report to my institutional clients. Well, it can be from anywhere and in the most unlikely places. You just have to recognize it when you see or hear it then figure out why it is useful information for your clients. For example,…
Mergers and Acquisitions: Cisco Should Buy Nokia
My friends Gim and Purna were sitting around the table with me one day debating potential mergers and acquisitions. After deliberating several ideas, we opined San Jose, CA-based Cisco should acquire Espoo, Finland-based Nokia in a merger using a combination of cash and stock. I must admit, we came to this conclusion in a roundabout…
High Impact Equity Research is the Key to Success
High impact equity research calls are the key to success at any financial institution on Wall Street. Here is a Long-term example. Each year I would launch a major theme piece indicating the key issues and growth drivers that would impact my sector over the course of the next few years. Once I have launched the report,…
High Impact Research: Short-Term Example
After writing about the role of an equity research analyst on Wall Street, I thought it would be appropriate to touch on High Impact Research. I’m sure volumes of books have been written on it and more will be forthcoming. High Impact Research is difficult to quantify so I will provide a short-term and a…
What Is The Role Of An Equity Research Analyst?
What is the role of an Equity Research Analyst in the equities research division of major financial institutions and how to become the best “sell-side” analyst on Wall Street? Industry Knowledge, Company Knowledge and Stock Picking are the “basic building blocks” of an equity research analyst on Wall Street. You will spend anywhere from 25%-50%…