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Whole Foods is the Next Starbucks
Posted by Leigh Drogen on January 2nd, 2012 at 2:46 pm, Comments: 0Whole Foods is about to become the next Starbucks. I’ve seen the ascension of Starbucks from a simple coffee shop to a focal point in so many people’s lives, even those like me who don’t even drink coffee. I spend a lot of time down in Union Square (NYC). It has become the center of [...]
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My Year In Blogging
Posted by Leigh Drogen on December 30th, 2011 at 4:33 pm, Comments: 0I didn’t write nearly as much in 2011 as I would have liked, or as I did in 2009 and 2010, but I believe I wrote many deeper more meaningful pieces. As always I hope at least some of you found value in at least some of them Below are my favorite posts from this [...]
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I Received This Email Yesterday
Posted by Leigh Drogen on December 30th, 2011 at 3:43 pm, Comments: 0As the year comes to a close, I want to share a very short and thoughtful email I received yesterday. Leigh, First off, thank you for all the informative and entertaining shares on the social networks. By far, you provide the most read-worthy posts, many I often end up forwarding to others. Good luck with [...]
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10 Favorite Stocks Going Into The New Year
Posted by Leigh Drogen on December 26th, 2011 at 8:50 pm, Comments: 0I did a lot of taking in 2011. I took money from a group of amazing investors who backed my vision in building Estimize. I took a ton of advice from some brilliant people who will have little to no tangible benefit in my success beyond the relationships they are building with me. I took [...]
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The Gravity Well Of Social Finance
Posted by Leigh Drogen on December 20th, 2011 at 3:29 pm, Comments: 0Tadas Viskanta, a friend and former colleague over at Abnormal Returns, was nice enough to let me guest post today. Given my experience over the past few years he wanted me to share my view on where social finance is and where I see it headed. The drawing below, please excuse my horrible artistry, is [...]
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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 [...]
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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 [...]
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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 [...]
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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 [...]
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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
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