Archive for March, 2012
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Some People Just Have It
Posted by Leigh Drogen on March 30th, 2012 at 3:01 pm, Comments: 0Some people in this world just “have it” and are awesome by nature, this guy is one of them.
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Lululemon Headed to $100
Posted by Leigh Drogen on March 19th, 2012 at 5:53 pm, Comments: 0Lululemon (LULU) will be a $100 stock by this time next year. Basically, if you don’t care to read the rest of this post, I’m projecting they’ll earn $1.60 on 1.31B in revenue over the next four quarters, and at a P/E of 61, lower than they are currently trading, we have our one hundred [...]
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Why Square’s Card Case Is Awesome and Scary
Posted by Leigh Drogen on March 15th, 2012 at 4:13 pm, Comments: 0I had an experience yesterday that was part amazing and part scary, but in a good way. The mobile payments space is evolving at light speed now, and it’s quite awe inspiring to watch. Some of the biggest companies in the world, and some of the most innovative startups are driving as hard as they [...]
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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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