Archive for March, 2011
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The Lost Egyptian Cobra Is New Media
Posted by Leigh Drogen on March 29th, 2011 at 10:52 pm, Comments: 0So this cobra escapes from the Bronx Zoo the other day. A dude who works at the Bronx Zoo tweets from their account that they’ve lost the snake. Someone creates a Twitter account @BronxZoosCobra, and he’s got almost 100,000 followers in less than 3 days. Let’s for a second look beyond the fact that in [...]
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Why I Don’t Believe In Marriage
Posted by Leigh Drogen on March 29th, 2011 at 4:42 am, Comments: 0What exactly is the point of marriage? Who created the institution of marriage? Does marriage work? By now I’m used to writing things here which a decent percentage of readers will disagree with or maybe even vehemently hate. This is a personal blog as much as it is a market, technology, and political blog. As [...]
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When Clones Attack (a business model)
Posted by Leigh Drogen on March 25th, 2011 at 6:42 pm, Comments: 0I have been unabashedly bullish on the daily deal space for over a year now, in both private and public markets. When Andrew Mason turned down 6 billion from Google I said Kudos. When every media and vacation site started a Groupon clone, I said no brainer. It has made a ton of sense to [...]
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Don’t Be Too Cool For School
Posted by Leigh Drogen on March 25th, 2011 at 3:49 pm, Comments: 0I’m in San Francisco for a week of interviews, meeting people, and seeing everything. It’s only been a few days but already I can get a feel for this place, and I love it. This is my first time in the bay area and it’s a huge departure from San Diego where I spent two [...]
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Why Did This Take 5 Years!
Posted by Leigh Drogen on March 21st, 2011 at 5:02 pm, Comments: 0It’s Twitter’s five year anniversary, and they’ve finally decided to take their image seriously. Why did this take five years? Twitter has launched a new site, Discovery Twitter, to build awareness for all of the amazing content on the platform and how to derive the most value from using it. I honestly can’t believe it took [...]
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Young Professionals Still Believe In Real Estate
Posted by Leigh Drogen on March 18th, 2011 at 3:08 pm, Comments: 0My friends still believe that if you have the opportunity to own your own home/apartment, you take it. They have been taught their whole lives, owning your own place is a must, renting is tantamount to throwing away money. I find it really interesting that the recent real estate crash has done little to nothing [...]
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Take Off Your Under Armour… For Now
Posted by Leigh Drogen on March 18th, 2011 at 2:04 pm, Comments: 0Back in January I wrote a piece here titled “Stocks Meet Sports: Under Armour” in which I made a very bullish call around $55 into their earnings report. Because I’m not a ridiculous pundit who tells you to go out and buy stocks like a drunken sailor and never makes a call on when to sell them, [...]
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Tripoli Or Bust… Maybe
Posted by Leigh Drogen on March 18th, 2011 at 12:22 am, Comments: 0And so it begins, the war to liberate Libya from that laughably anachronistic guy who’s last name no one seems to agree on how to spell. Gaddafi’s power base is built purely on a cult of personality and a whole lot of oil money used to buy off a small army of loyalists and mercenaries from around Africa. [...]
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Content Is Still A Bad Business
Posted by Leigh Drogen on March 17th, 2011 at 3:17 pm, Comments: 0It’s great to see dying companies go back to the well with the idea that providing marginally good content is a decent business model. It only serves to highlight innovative companies with new business models like Groupon and all of its clones in the daily deal space. They took the one good business model content [...]
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NYC Rent Arbitrage
Posted by Leigh Drogen on March 14th, 2011 at 9:41 pm, Comments: 0I have a million different great business models in a Google Docs folder, of which I’m adding one more today. I bring you, the Airbnb NYC Rent Arbitrage Fund. What the hell is Airbnb you ask? It’s a web site that connects people with houses or apartments, to people looking for short to medium term [...]
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Leigh Drogen is the founder and chief investment officer of Surfview Capital, LLC, a New York based investment management firm employing an intermediate term long/short momentum strategy. More »
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