I recently attended a meetup hosted by PlaNoPoCo and Mavs & Mocha, a Mavericks Region Porsche Club of America group. Since it was my first time, I wasnât quite sure what to expect, so I did what any sensible introvert doesâI parked my papaya-colored Porsche Macan S near the back of the pack and cautiously…
History
Exploring Cleburne State Park: Hiking the Spillway Trail to Scenic Views
With the sun shining and a perfect Texas sky overhead, Liz and I decided to take a drive and spend the day hiking and exploring Cleburne State Park. We couldnât have asked for a more beautiful day to hit the trails and take in the sights. Following the Spillway Trail to the Overlook We started…
A Day Immersed in History: Exploring the Heart of Washington, D.C.
Thereâs something special about walking the streets of Washington, D.C., where every corner is steeped in history. This city holds the stories of struggle, perseverance, leadership, and sacrifice that helped shape our nation. On a recent trip, we spent the day exploring some of the most iconic landmarksâand it was both humbling and inspiring. Lincoln…
Testing Starlink in My Car While on the Interstate
Over the last year, we’ve used Starlink on four separate two-week trips to the Caribbean. đ´âľ It has worked flawlessly, whether we were sailing underway or anchored, with the dish mounted on our catamaranâs cockpit. . đ¤ To test this, we mounted our Starlink dish on my car and drove 25+ minutes on the interstate…
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 Brotherâs 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 Montrealâs 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. IÂ 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 âorganically and non-GMOâ 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…
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? Â Industry Knowledge, Company Knowledge and Stock Picking are the “basic building blocks” of an equity research analyst on Wall Street. Â You will spend anywhere from 25%-50%…