December 19, 2024 Friends, We are excited to share the edited excerpts of our Ideas & Networking Conference fireside chat with John Serafini, the CEO of HawkEye 360. HawkEye 360 operates a collection of low earth orbit satellites that track radio frequency data and deliver mapping and analytic capabilities to its customers. He is also… Continue reading The New Space Race & Defense Tech
Author: radmin
Self-Driving Cars, AI & Venture
October 24, 2024 Friends, We recently hosted our third annual Ideas & Networking Conference in New York City on September 19th. It was a fantastic day with great speakers and participants. I specifically want to thank our special guest speakers, Sol Bier of Factorial Funds, John Serafina of Hawkeye 360, Brian Bellinger of Monimus Capital,… Continue reading Self-Driving Cars, AI & Venture
Unlocking Activist Investing
June 20, 2024 Friends, I am excited to share this interview with Ken Traub, Managing Partner of Delta Value Advisors, a strategic consulting and investment advisory firm specializing in corporate governance and turnarounds. Ken has had a long and successful career both as a CEO and as a director of numerous public companies, including many… Continue reading Unlocking Activist Investing
The State of AI
March 27th, 2024 Friends, I am excited to share this interview with Nathan Benaich, the Founder & General Partner of Air Street Capital, a venture firm focused on AI-first tech and life science companies. Nathan was an early visionary in the AI space, having launched his Guide to AI newsletter in 2015 and then his… Continue reading The State of AI
Value Investing’s Renaissance Man
January 25th, 2024 Friends, I am excited to share this “Fireside Chat” with Jeff Gramm, General Partner of Bandera Partners and author of “Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism”, that took place at our second annual Ideas & Networking Conference in New York City on September 21st, 2023. I have known… Continue reading Value Investing’s Renaissance Man
Interview with James Waskovich: Private Equity Investing in Franchisors & Multi-Unit Businesses
December 20, 2023 Friends, I am excited to share this “Fireside Chat” I had with James Waskovich, Managing Partner of Princeton Equity Group, at our second annual Ideas & Networking Conference in New York City on September 21st, 2023. Jim is one of the best investors I know, which began with his successful private investments… Continue reading Interview with James Waskovich: Private Equity Investing in Franchisors & Multi-Unit Businesses
An Entrepreneur’s Perspective – Venture Investing in AI
October 26, 2023 Friends, We recently hosted our second annual Ideas & Networking Conference in New York City on September 21st. It was a fantastic day with great speakers and participants. I specifically want to thank our special guest speakers, Jim Waskovich, Shaun Johnson, Elisabeth DeMarse and Jeff Gramm, for sharing their ideas and insights. … Continue reading An Entrepreneur’s Perspective – Venture Investing in AI
An Entrepreneur’s Perspective – Investing in Great Family Businesses
July 20, 2023 Friends, I’m excited to share this interview with David Marcus, CEO of the Price Family Office and Evermore Global Advisors. David got his start overseeing European investments for Mutual Series under the legendary investor Michael Price. In 2009, he started Evermore Global, which also has a European focus. When Michael Price unfortunately… Continue reading An Entrepreneur’s Perspective – Investing in Great Family Businesses
An Entrepreneur’s Perspective – A Serial Entrepreneur Shares His Secrets
March 31st, 2023 Friends, It has certainly been an eventful time since I last wrote you. Recap of Silicon Valley Bank Short Call In our last newsletter, our top highlighted Tweet was my ten-part thread from January 18, 2023 on the “big problems” I saw with Silicon Valley Bank’s “held-to-maturity” securities portfolio. I specifically highlighted… Continue reading An Entrepreneur’s Perspective – A Serial Entrepreneur Shares His Secrets
An Entrepreneur’s Perspective – Venture Investing in FinTech
January 27, 2023 Friends, I am excited to share this “Fireside Chat” I had with Brooks Gibbins, co-founder and Managing Partner of the FinTech Collective, at our inaugural Ideas & Networking Conference in New York City on September 22nd, 2022. Brooks and his partner Gareth Jones have been at the forefront of investing in financial… Continue reading An Entrepreneur’s Perspective – Venture Investing in FinTech