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Identify a Market Opportunity (1st principles of investing)

Identify a Market Opportunity (1st principles of investing)

by [email protected] | Jun 5, 2020 | (Index) Evaluating Issuers, Company Analysis

Consistency is critical in our business.  When it comes to investment analysis, this “First Principle” – “What primary market opportunity is the issuer pursuing?” – is the first question successful investors apply in their consistent approach to company analyses.  ...
Articles of Innovation: Biomimicry as a Cure

Articles of Innovation: Biomimicry as a Cure

by [email protected] | Jun 5, 2020 | Industry Trends

By adopting a basic set of nature-informed rules as common practice, business owners can thrive to an even greater degree within the existing economic paradigm. While dyscalculia (in laymen’s terms, difficulty with math) often gets between me and the correct number, I...
Recession (or worse): What we can do to fight back

Recession (or worse): What we can do to fight back

by [email protected] | May 4, 2020 | (Index) Industry Reviews, Industry Trends

While I now live in North Carolina, I’m originally from Kentucky where our state motto is “United we stand, divided we fall.”  An essential attitude for these times … When I hear doubts about the U.S. and its ability to get through this crisis, I’m not buying it.  We...
Planning our Future

Planning our Future

by [email protected] | May 4, 2020 | (Index) Industry Reviews, Industry Trends

At this point, we’re probably each wondering what the world will look like when this crisis ends and whether we’ll get back to the “good ole days” of last month. I hope not. I hope not because, before COVID-19, the U.S. already had other major crises – we were just...

Time for Private Investors to Suit-up

by [email protected] | Apr 30, 2020 | (Index) Industry Reviews, Industry Trends

The U.S. Treasury, the SBA and the Federal Reserve are moving quickly – trying to shore-up our economy. Nevertheless, private investment will soon be critical to our ability to respond to the “long tail” of COVID-19.   HNW individuals, family offices and private...
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PRIVATE PLACEMENTS ARE HIGH RISK AND ILLIQUID INVESTMENTS. AS WITH OTHER INVESTMENTS, YOU CAN LOSE SOME OR ALL OF YOUR INVESTMENT.

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