This week will mark our 10th formal private investment recommendation. This was a major long-term goal of mine to find early stage private investments available to my subscribers. Next was Day One Investor, dedicated to private investments open to non-accredited investors. I intentionally waited to release this product until I felt that the cryptocurrency industry had matured enough. We followed this up with Unchained Profits and Unchained Profits Pro, my digital assets and cryptocurrency service. We launched Blank Check Speculator my research service dedicated to special purpose acquisition corporations (SPACs). This was followed in 2019 by Early Stage Trader, where we focused exclusively on early stage biotechnology. In 2017, we launched The Near Future Report to profile best-in-class large-capitalization companies. I knew there were more investment opportunities out there for my subscribers. Starting in 2017, we began expanding the team and introducing new investment strategies. And for those subscribers willing to “take a chance” on me in those early years, we had some incredible realized returns.īut as proud as I was of the success of Exponential Tech Investor, there were bigger plans… Expanding the Mission I started with my small-capitalization research service, Exponential Tech Investor. I knew I had that, and that I could bring it to everyday investors.Īnd so, in 2015, I began publishing my insights, analysis, and recommendations to a small group of subscribers. There are several talented investment researchers out there.īut from my view, this experience “inside” can make all the difference. They don’t understand product strategy, competitive positioning, or what it takes to sell a billion dollars of something. They’ve never brought a product to market or had to satisfy a customer. Most Wall Street analysts – not to mention mainstream business journalists – have never worked a single day in one of these companies. I understood how these executives and venture capitalists thought, and how they planned. My customer-facing business roles gave me deep insights into what products and services were compelling enough for purchase and adoption… and those that would simply never make it.Īnd, of course, I was able to see how the sausage was made from the inside of high-tech companies. I saw – from the inside – how corporations evaluated and purchased products. But it’s important to me that my subscribers understand what informs my research and analysis.
I’ve conducted business on six continents and brokered deals in out-of-the-way countries that very few people even know exist. In fact, I’m virtually certain we’ve all used at least one of the technology products that I worked with over the years.
Origins of Brownstone ResearchĪs my longtime readers know, I spent decades working as a technology executive.ĭuring that time, I sold billions of dollars’ worth of technology around the world. This might seem a bit like “inside baseball,” but if you are a reader of my work, I believe it will provide important context for where we are going as an organization.Īnd I’d like to start by telling you about my motivation for my own career in investment research. And I’d like to reveal what my plans are for the future of Brownstone Research. Every year, I methodically work toward this larger goal. I’d like to share my original vision for this business since I began publishing investment research almost 10 years ago. In fact – until very recently – only a handful of my employees and colleagues knew about it. I’d also like to share something that I’ve never spoken about publicly. With the benefit of hindsight, I wish I had seen it sooner.īut what’s most important right now is to step back and make sure our strategy is appropriate for this market. And I was surprised that even best-in-class small- and large-cap companies were punished to this degree. I wrote on this topic several times in The Bleeding Edge.Īnd when that sell-off happened, I wasn’t surprised.īut what did surprise me was the speed and viciousness of the current sell-off. The truth is that markets have been incredibly volatile this year, and much of this damage is showing up in the growth companies we regularly profile in these pages.īack in 20, I predicted we would see contractions in several clearly overvalued companies. In fact, the content in this letter will be different for the rest of the week (more on that in a minute). And in place of our usual edition of The Bleeding Edge, I wanted to offer something a little different. markets – and our offices – are closed for the day. Today is the Fourth of July holiday here in the United States.
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