I was born in Toronto, lived in Phoenix for 20 years and now in Coronado, CA with the Mrs. (19 years, 16.2 Canadian years), two awesome kids and two dachshunds (Bagel and Lindzee).
Schools I attended and even graduated from include—University of Western Ontario, Arizona State University, American Graduate School of International Management (Thunderbird).
I am focused on the innovation in personal finance and do-it-yourself investing.
I make early stage investments though Social Leverage.
My current start-up is called StockTwits and I am a co-founder and now Chairman after 5 years as CEO.
In the Summer of 2006, I created Wallstrip and with the help of Adam Elend, Jeff Marks, Lindsay Campbell and a hard working crew we created over 300 shows. In May 2007, Wallstrip was purchased by CBS.
I moved out west to play golf, but now rarely do. My hobbies include driving my kids around and staying awake.
I am in pursuit of the perfect sleep solution.
Endless bad ideas—trust me! Get in touch if you’d like.
Book: The Wallstrip Edge
The Wallstrip™ Edge
My first book was written in 2008. I wanted to call it “The Twitter Edge,” but the people at Hachette thought they knew better. The book is easy to read and follow on the subject of trend following. I explain the trends I believed we were in the midst of. I explain how I spot trends and follow along. I discuss my strategy for selling. I urge you to turn off TV and avoid news.
It turns out the Twitter trend was dead on. The identity trend remains a huge trend and I discussed Lifelock at the time. It is now a successful public Company. I was early discussing robots, but today (November 2016) iRobot is at all-time highs, which I covered in the book. It is worth a read even today.
Book: The Next Apple
The Next Apple
My latest book, written last year and published in 2015. My friend Ivaylo Ivanov and I have run MarketWisdom.com together for years, and we decided the time was ripe for us to write a book together. My first book was about trend following and this book is about finding trends using recent example. Ivan and I walk you through hundreds of examples to help you understand how to find and ride big winners. Why look for the next Apple or Starbucks if they may themselves continue to win. We believe that you should invest for profit and joy. We also believe you can and should invest to not just match the S&P, but to trounce it.
Book: The StockTwits Edge
The StockTwits Edge
In 2011, I got the writing bug again and worked with my good friend Phil Pearlman to write what really is an update to The Wallstrip Edge. We spoke to some of our favorite contributors on Stocktwits to uncover their best setups and strategies for making money.
Book: Trend Following 2.0
Trend Following 2.0
Trend Following 2.0, only available in German for some reason. A collector’s item no doubt.
Me on Bloomberg
Bloomberg had me on to discuss the biggest technology companies in the world. I had a chance to dive into my thesis of the 8-80 consumer brands including Amazon, Nike, Facebook, Google (YouTube) and UnderArmor.
Me on CNBC
Here’s my CNBC spot where I explain StockTwits and Vertical Know How. It went about as well as could be expected. I wonder why they don’t call me anymore?
Me and Sarah
In March 2014, I sat down for a Pando Monthly interview with Sarah Lacy which covers just about my whole investing career. Love how this one turned out.
Me and Michael
This is one of my very favorite interviews. Michael Covel invited me to appear on Trend Following Radio and talk about investing and trend following.
Introduction: Getting in Touch
Getting In Touch
If you’d like to get in touch, use one of these ways: