How finpubs drive liquidity
“How do you get liquidity?” asks Scot, executive chairman of a company listed on the Nasdaq and a very active investor in public companies, “Well, the newsletters provide lots of liquidity for these small companies. Now more than ever.”
5 forces transforming financial publishing
Financial publishing & digital direct response financial marketing are the new retail investor distribution.
As retail investors becoming increasingly important capital market participant the financial publishing industry continues to become a critical component of capital markets value chains
On the Rise of the Retail Investor
Vince Molinari, founder of Fintech.tv invited me to discuss the power of the independent research industry and investment newsletters to reach retail investors. Do-it-yourself investing is a durable trend caused by a generational shift in how individuals relate to their portfolios and to capital markets. A surprising area where retail investors are having an increasing […]
Why Newsletters drive over $30 million in Reg A raises
If you’re in the Reg A or CF space than understanding investment newsletters is critical to your success. Why? Because the financial newsletter publishing world is driving some of the biggest Reg A success stories happening today. Newsletters recommending private placements are growing. And the results from some of those recommendations have been staggering. We’ve […]
The legendary “Mr. Wall Street” was a master of opportunity generation
Sidney Weinberg, the legendary “Mr. Wall Street” and former Goldman Sachs CEO, was a great generator of business deals. Walter Sachs once called him “the finest professional director in the country.” Sidney Weinberg started as an assistant to the janitor and worked his way up to become the longest serving senior partner. He actively sought […]
Warren Buffett’s brilliant strategy for building proprietary deal flow
“Our favorite holding period is forever.” Warren Buffett Most people don’t realize the impact of that statement by Warren Buffett on a specific type of founder or CEO looking to exit his business. Let alone how that translates into proprietary deal flow for Mr. Buffet. Let’s unpack this and you’ll see what I mean. Warren […]