Author Archive
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Things I Had to Learn In The Past Year as a Startup Founder (or am still learning)
Posted by Leigh Drogen on April 20th, 2012 at 11:38 pm, Comments: 0It’s been about a year since I left StockTwits to build Estimize. I have never been sick more in my life, slept this little, ate this poorly, been in this bad of athletic shape, ignored my friends and family as much, and I’ve never had more fun. Building this company has taken every ounce out [...]
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You Won’t Believe What Happened During The First Week Of Earnings Season
Posted by Leigh Drogen on April 20th, 2012 at 5:56 pm, Comments: 0What happens when you put a bunch of buy side and independent analysts from the social finance community up against the sell siders from Wall Street banks? We had no idea when we started Estimize, but after running the numbers on 135 earnings releases last quarter which had four or more estimates from the Estimize [...]
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$10,000 Up For Grabs This Quarter As Estimize Launches Challenges
Posted by Leigh Drogen on April 16th, 2012 at 2:04 pm, Comments: 0Today we’re launching Estimize Challenges, the first in a series of steps that will bring a competitive layer to the platform. Our awesome sponsors at the Nasdaq, and a really cool new market based game Super Stock Jockey (more to come on them later), have generously put up $10,000 in prize money for this quarter. Our [...]
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Google’s Inability To Move Beyond Search Will Be Their Downfall
Posted by Leigh Drogen on April 11th, 2012 at 5:19 pm, Comments: 0Sooner than later, Google is going to see its core revenue driver search disrupted. I say sooner than later because we can now see the seeds of its destruction being planted, and in some cases the threats are already growing, quickly. Around 2002, something amazing started happening to the internet. By making it easy for [...]
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Serious Thoughts On Crowdfunding
Posted by Leigh Drogen on April 5th, 2012 at 2:06 pm, Comments: 0President Obama will sign the JOBSAct today which includes the ability for companies to engage in crowdfunding. While the bill is not perfect, and in my mind does not go far enough towards giving entrepreneurs the tools they need to grow their businesses, it is a massive step in the right direction. Many years from [...]
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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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Selling Shovels In a Gold Rush
Posted by Leigh Drogen on February 26th, 2012 at 4:45 pm, Comments: 0In a gold rush, some entrepreneurs dig for gold, and some sell shovels. Which is smarter depends on how much gold is really in the ground, your ability to extract it, and your personal risk tolerance. But one thing always stays the same, in any gold rush, boom, bubble, secular ascent, whatever you want to [...]
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Will Facebook Make 5 Billion In Revenue For 2012?
Posted by Leigh Drogen on February 22nd, 2012 at 2:56 pm, Comments: 0It’s been interesting to watch where the Estimize community has been able to add a tremendous amount of value, and where it hasn’t. We came into building this platform with the assumption that views from the community would provide alpha for a set of stocks, mostly high growth and deep value. And thus far they’ve [...]
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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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Recent Posts
- Knocking Over The Wall Does Not Itself Create A Business
- Tournament Trading Technologies Launches Super Stock Jockey
- You Are Not The Right Founder For Your Pivot
- The New Estimize Accuracy Scoring System
- The Education Revolution Cometh
- Wantrepreneurs, VC Haterade, and the Accelerator Boom
- The Best Technical Analysis Tool I’ve Seen Yet
- 64% Is A Big Number
- How the Estimize Consensus Nailed the Facebook Revenue Print
- A Private Bubble, and a Public Boom
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