In mid 2003, I suggested to my stepson that he apply his entrepreneurial interest and talent to a project we called Topline Analysis, LLC. This was a new and rather structured report format which I designed, specifically to publicize small public firms to those Wall Street “buy-side” investment firms which invested in listed companies but received virtually no research “coverage” from ...read more
Posts Tagged "analysis"
Murray Gell-Mann is one of the world’s standout intellectual legends, where he’s known for developing key aspects of the modern theory of quantum physics, but is renowned in many other fields as well. Admitted to Yale at 15, he earned his PhD from MIT at 21; in 1969 he received the Nobel prize (unshared) in Physics. But he has also become an international adviser on the environment,...read more
Reading abundantly often suggests innovative ideas which are appropriate to one’s firm. Two public sources which I had read and was influenced by were the book “The Tao Jones Averages: A Guide to Whole-Brained Investing” by Bennet Goodspeed, and various reports promoting the concept of Strategic Intelligence Systems (SIS) — specifically the article written by David B....read more
Soundview: The early years Recall that I spent 9 years on Wall Street as a technology analyst just before Gartner Group (Gartner Inc.) was founded in March 1979. True, our Gartner charter was to sell from the very start into three different markets: IT vendors, users, and institutional investors. But we didn’t raise enough cash to build sales teams in all three markets, so to deal with...read more
There could be no logical basis for thinking I would be successful on Wall Street. I had no financial experience whatsoever, and was hired by E.F. Hutton because of my IBM experience where I analyzed IBM’s competition. I was lucky that soon after I was hired, IBM announced its Copier 1, and people wondered whether this might impact Xerox, one of the “nifty fifty”, the name for...read more