Uncategorized
-
How I Just Ripped Off My Hotel
Posted by Leigh Drogen on December 20th, 2011 at 2:00 pm, Comments: 0The hotel I’m staying in undoubtedly thinks that I just ripped them off. I’m in Boston for two days of meetings and needed to find some place to stay last night after the Airbnb host I was supposed to be staying with canceled at that last minute. No problem, there’s this amazing new app called [...]
-
Is The Market Fundamentally Broken?
Posted by Leigh Drogen on December 17th, 2011 at 10:48 pm, Comments: 0There is a question that’s been orbiting around me the last few weeks, in what I’m reading, flowing through my stream, meetings with various people throughout the financial world, and general conversations. There are several aspects to this question that break off into different disciplines, but they all boil down to, is the market fundamentally [...]
-
Does Estimize Have To Be More Accurate, Or Just More Representative?
Posted by Leigh Drogen on December 14th, 2011 at 6:11 pm, Comments: 0I have been in non stop meetings for the past few weeks, and a very simple but important questions comes up in just about every one of them. For the Estimize platform to succeed, does the Estimize consensus estimate have to be more accurate on average than the Wall Street consensus? I love when people [...]
-
Why Chipotle Is Going To $400
Posted by Leigh Drogen on December 10th, 2011 at 5:02 am, Comments: 0In the very early stages of my thinking around what Estimize should provide the community, it was apparent to me that there wasn’t a tool out there which allowed intermediate to longer term fundamental investors to express their analysis of the data as it pertained to the stock price. I thought hard about how I [...]
-
Stop Crunching My Time Bro
Posted by Leigh Drogen on December 10th, 2011 at 1:31 am, Comments: 0I’m not sure why I chose to use that title for this post, I think it does lead in decently, but more than anything I was just laughing at the “don’t tase me bro” video. But I digress. I was having a great conversation with a friend yesterday about our consumption of user generated content, [...]
-
Estimize Goes Public To Claim The Whisper Number
Posted by Leigh Drogen on December 6th, 2011 at 6:20 am, Comments: 0The first trading strategy I was exposed to when I started my professional career at Geller Capital was an analyst estimate revision model. It was completely quantitative, we looked at how positive analyst estimate revisions and subsequent large beats impacted how stocks moved, specifically high growth high beta mid cap names. It would be a [...]
-
How To Make Friends and Find Investors Without Speaking To Anyone
Posted by Leigh Drogen on November 15th, 2011 at 5:47 pm, Comments: 0In a few minutes I’m having lunch with two of our investors and one of our advisors at Estimize. I’m out in San Francisco right now meeting with community members, entrepreneurs, and venture capitalists. Anyway, you might be interested to learn that I never actually met one of our investors, in fact our biggest investor, [...]
-
A Message To My Generation
Posted by Leigh Drogen on November 7th, 2011 at 8:33 pm, Comments: 0I’ve been fired or laid off from every job I’ve ever had. No joke, I’ve been fired from delivering pizza, stringing tennis racquets, being a boating instructor at a summer camp, I was laid off from Geller Capital in early 2009 after David got sick and wound down the firm, fired from the private wealth [...]
-
The Blogging Abyss
Posted by Leigh Drogen on November 5th, 2011 at 4:04 pm, Comments: 0I am slacking right now on this blog, seriously, and I am ashamed. I don’t write on this blog because I have to, I just love writing and sharing ideas. But as with any other pursuit, you can definitely get yourself into a blogging black hole at times and it’s hard to crawl out. I’m happy [...]
-
Lean Startup Philosophy For Bands?
Posted by Leigh Drogen on October 23rd, 2011 at 3:51 pm, Comments: 0I was out in Williamsburg Brooklyn yesterday taking some time away from everything to listen to a few bands and hang out with friends. I’m a little under the weather though and decided to duck out a bit early around 5PM to take a long walk back across the Williamsburg Bridge into Manhattan. As I [...]
-
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 »
-
-
Recent Posts
- How To Pump Or Crush Stocks Using Estimize
- Estimize Premium and the Open Platform
- How Does The Estimize Community Stack Up For Apple’s Q1 2012 Report
- Keep Your Eyes On The Line And Your Heart In The Flow
- Here Comes Another Earnings Season
- Whole Foods is the Next Starbucks
- My Year In Blogging
- I Received This Email Yesterday
- 10 Favorite Stocks Going Into The New Year
- The Gravity Well Of Social Finance
-
Archives
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- July 2009
- March 2001