Showing posts with label Howard Lindzon. Show all posts
Showing posts with label Howard Lindzon. Show all posts

26 July 2013

July Hiatus: Howard Lindzon on The Best Trade of His Life

While I'm on my July blogging hiatus, I'd thought I'd share with you a few posts from friends whose thought leadership I admire. Here's Howard Lindzon on The Best Trade of His Life. Love the line: "Not all trades are for money. Sometimes you just need to really change things up, even when they are going well."


San Diego/Coronado – The Best Trade of My Life


I talk a lot about stocks, markets and investing, but the best trade of my life was a move.
In the summer of 2009, Ellen and I picked up a rental sign off a lawn on B. Avenue on Coronado and walked into the house and made an offer. The kids were at summer camp. We would have some explaining to do.
We had not rented our home in Phoenix, had not thought through schools,logistics, friends and family, but it just felt right.
That trade set in motion some fantastic things.
We became renters ourselves and a one car family. I walked to work. The kids learned to ride bikes and walked to school.
In 2010, despite the math of renting over owning, we bought a home. The month we bought, turned out to be a low in housing. I had to sell some Buddy Media stock in order to buy the home, because neither my dog Bagel nor I qualified anymore for a loan (that was a bad trade within the trend of the big trade :) ).
Not all trades are for money. Sometimes you just need to really change things up, even when they are going well.
What was your best trade and/or a trade you are looking to make?
...
Howard Lindzon is co-founder and CEO of StockTwits and he blogs at HowardLindzon.com

01 March 2011

The Green Skeptic & Howard Lindzon Talk Cleantech Stocks on StockTwits.TV

Howard Lindzon and I talked First Solar and other alternative energy stocks on StockTwits.tv. (Note, this was recorded last Friday after $FSLR's earnings, but before this week's move, but it was broadcast tonight.)



Dig that Patagonia hoodie, Howard! But you look like I'm putting you to sleep...

(Disclosure: I hold a long position in several stocks mentioned herein, including FSLR, ENOX, TTEK,JCI, EXC, ORA, and AON). This post is for informational purposes only and is neither intended to be investment advice nor an offer, or the solicitation of any offer, to buy or sell any securities.)


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29 December 2010

Joshua Brown's 3 Biggest Investment Fads Of 2011

Joshua Brown, one of our StockTwits favorites aka @reformedbroker, was on CNBC last night and offered three investment fads for 2011, including social networking IPOs, muni defaults, and commodities like agriculture.

Of special interest to Green Skeptic readers, Josh suggests avoiding anything tied too closely to the Chinese infrastructure build-out and he doesn't think natural gas is quite ready, but suggests "keeping an eye on it" and "maybe even start to nibble," especially if oil goes over $100, which several sources are fully expecting in 2011.




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25 October 2010

Green Skeptic on StockTwits Talking LEDs and More

Leigh Drogen of StockTwits.tv and I chatted about LEDs, $CREE, and $VECO as the latter reported earnings today. And we hit on $ENOC and EVs as well. (Warning: I do a terrible impression of Count Floyd's Monster Horror Chiller Theatre from the old SCTV to open the show.)

Watch it here:



Or, if your browser doesn't support, you can check it out here at Stocktwits.tv

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17 September 2010

Green Skeptic Friday LinkFest - 09/17/10

Pizza of the week: Kosher salami w/2 cheeses.
It's Friday again. (And it's Howard Lindzon's birthday - Happy Birthday, Howard!)

Here are this week's links:

Fast Company features the "8 Most Exciting Solar Projects in the U.S.," begging the question, why not 10? Solar

GreenTech Media talks with Guido Bartels about the smart grid industry ahead of next week’s inaugural GridWise Global Forum: The GridWise Alliance.
 
My pal Gregor Macdonald pointed to this disturbing insight that basically throws US climate change politics under the bus: World Bank invests record sums in coal.
 
The DOE opened their shelves for perusing by entrepreneurs and investors looking for leading-edge technologies available for licensing: Technology Commercialization Portal.

Thomas Friedman's sobering observation that we basically traded silicon chips for poker chips, and how we're stuck being second best. We're No. 1(1)!
 
Speaking of poker, Mark Suster of GRP Partners has a great series of posts on Angel Investing up on his Both Sides of the Table blog. Here is the first, on Dealflow – Are You Sitting at The Right Poker Table? I encourage you to read them all.

And finally, Fred Wilson of Union Square Ventures starts a conversation (as only he can!) on the two worlds of Venture Capital: Two VCs.

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10 September 2010

Green Skeptic Friday LinkFest - 09/10/10

Don't mess with the bear.
A short week and a short list for today's Green Skeptic LinkFest.

Fisrt up, Alex Taussig of Highland Capital Partners had an excellent post on his Infinite to Venture blog, which was picked up by GigaOm's Earth2Tech. A must read: "Dear Pundits: Energy Policy Needs an ROI."

Chris Dixon of hunch took some shots at VCs with his excellent post "Things I'd do if I ran a big VC firm."

It was China week here at The Green Skeptic, and first and foremost is David Sandalow of the Department of Energy blogging on Whitehouse.gov on U.S./ China cooperation energy research.

And I weighed in on the Cleantech Group's new report on "Cleantech Innovation in China."

Finally, if you missed Howard Lindzon's fun and informative series of interviews on "The Web is Dead" on StockTwits.tv, you need to go watch them NOW: The Web is Dead.

Have a great weekend everyone!


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20 May 2010

Green Skeptic on StockTwits TV with Howard Lindzon

I'm in San Diego and dropped by the StockTwits West studio to sit down with Howard Lindzon to talk about cleantech, oil and gas, and just have some fun:




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06 October 2009

StockTwits Holds StockCamp at the NASDAQ Market Site

Meant to blog about this over the weekend, but got distracted.

I attended the first StockCamp hosted by StockTwits at the NASDAQ Market Site in New York City on Friday.

The event was broken into two sessions -- morning and afternoon -- of about 4 hours each. I was at the afternoon session, which was packed with lively dialog on a range of trading subjects, including tools of the trade with StockTwits regulars Brian Shannon (@alphatrends) and Joe Donohue (@upsidetrader), tape reading and price behavior with Steven Place (@stevenplace), Mike Bellafiore (@smbcaptial) and Quint Tatro (@tickerville).

Many of the StockTwits stable can be found on the stream and hosting web-tv shows about their specific trading concepts and ideas. Think of it as the anti-CNBC.

There was also a mind-opening or mind-bending conversation with MacroTwits host Gregor Macdonald (@gregormacdonald), along with Jim Goebetz (@aiki14), Jason Wood (@Wood83), and David Aferiat (@tradeideas). Their subject? The Changing Economic Landscape, which ranged from gold to Australian and New Zealand currency to the complacency of the American public. Heady stuff.

Keeping it all light and frothy was host Howard Lindzon (@howardlindzon), one of the founders of StockTwits, which has been built over the past year to include a desktop application, a web-tv network, subscription blogs, and now its own branded conferences.

With so much intellectual capital and social leverage, can an acquisition of StockTwits be that far off? Rumor has it Howard was meeting with Google Finance last Thursday, so who knows?

My three take-aways from StockCamp:

1.) Have a plan;
2.) Be disciplined;
3.) Next time Howard has an idea, and you're around at the beginning of it, make sure you have a piece of it.





13 August 2009

A Tale of Two Incubators, or Entrepreneurial Phun in Philly

Image representing DreamIt Ventures as depicte...Image via CrunchBase

I spent the day with a bunch of cool companies at two start-up incubators here in Philadelphia. Yes, that's right, Philadelphia, home of the original American entrepreneur Ben Franklin.

The first incubator, now in its second season, was DreamIt Ventures. Today was "Demo Day," where this year's cohort, including postling, parse.ly, and kidzillions presented to a group of investors. This was the culmination of their three-month business development program under the tutelage of mentors from the Greater Philadelphia start-up scene and guest speakers from around the country like Howard Lindzon and Brad Feld.

The second, was GoodCompany Ventures, the social enteprise incubator launched this year. Today's session at GoodCompany was a dress rehearsal for the entrepreneurs in advance of their own day of presentations to investors to be held next month. I was one of the judges working with two of the companies, BlackGold Biofuels and BLOX, to refine their pitch.

A fantastic group of companies from the region and outside participated in both programs this summer, proving once again that Philly is a good place to launch a start-up.



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03 April 2009

On Being Nimble, Wise, and Forthright: six months on the path

"I know your blog, I follow you on Twitter, and you're speaking at this conference," a number of people said to me in Aspen last week. "But what do you do?"

It's a question that comes up a lot these days. The answer is I'm doing a lot of things, wearing a lot of hats. (And trying to find one that fits.) I've learned to be nimble over the past six months.

Six months ago, I left Ashoka to develop my idea for a green energy investing platform. Needless to say, it's been a wild ride. I wrote about it on my second day on the job, when Career-man was at war with Entrepreneur-man within.

I rode a roller coaster through those early days and, more often than not, Entrepreneur-man ruled the day. Then September devolved into October, and November was fast on its heals. The credit crisis, collapsing financial markets, and freezing up of capital flows all combined to make it quickly apparent that my timing was off.

Luckily, I was too small to fail, to borrow my pal Howard Lindzon's phrase. I hadn't taken anybody's money and didn't have any employees to lay-off. I started consulting more and began retooling my idea to adapt to the market realities.

"Life is what happens to you while you're busy making other plans," sang John Lennon in one of the last songs he recorded before his untimely death.

Am I wiser for this experience? It's too soon to tell. Too soon to tell if it is a failure. Is an idea a failure if it doesn't evolve beyond the idea stage? Or is it still just an idea? I do know a lot more now about what it feels like to put yourself out there and try to prove an idea.

Of course, my idea isn't dead. Indeed, I had more interest in it last week than I've had in 3-4 months. So much so that I started dusting off the PowerPoint slides and the rudimentary business plan. Rather, the idea is in a holding pattern while life happens.

"Nobody told me there'd be days like these," Lennon sang in another song. Who could have told me? Many ideas take longer to gestate and develop. Some ideas take two or three years to become realized. I've only been at it six months and, even then, not full-time, full-tilt over those six months. (I still have to pay the bills.)

So, I haven't given up the dream. My entrepreneurial dream is still alive, and I get more excited and animated about it when I talk to people about it. Even last night, talking about it with a stranger, an investment banker, in my neighborhood bar: I got excited about it, and he could see the value, had a couple of ideas about people to whom I should talk.

These days, I find Entrepreneur-man wrestles more each day with Career-man. (Having a mortgage and kids always provides a dose of reality.) I have swung from wanting to remain fiercely independent to entertaining the notion of joining another's enterprise. (And don't think people haven't tried to pull me in one direction or another.)

Why am I telling you all this? I've learned it pays to be forthright.

Sure, I want my idea to blossom into the next big thing, but some days I am not sure it will or that I'm the one to do it. (I've been told the entrepreneurs who succeed never waiver in their belief that they will achieve their goals, but I don't trust that assertion...)

I'm writing this hoping it will help other entrepreneurs who are facing the same thing in this crazy economy. (I heard from some after I tweeted some of my thoughts last night.)

I also heard from folks who may be able to be help find partners for this idea-not-yet-enterprise...

So, consider this a six-month gut-check. No one could have foreseen where we'd be right now, either in the markets or in our enterprises. We have a long way to go, but being nimble, wisely paying attention to signals, and being forthright may help us along the journey.

02 March 2009

On Trading and Twitter, the Exchange of Ideas

NEW YORK - SEPTEMBER 21: A man sells vintage b...Image by Getty Images via Daylife

We are a people of trade. Trading is what we do. Trade was the main activity of our prehistoric ancestors -- at least those who weren't out hunting and gathering; they bartered or exchanged goods and services with one another before money was invented.

According to Peter Watson, author of Ideas: A History of Thought and Invention from Fire to Freud, the history of long-distance commerce dates from around 150,000 years ago.

It was on the Twitter "exchange of ideas" that got me thinking about this on Saturday. (I would have blogged about this on Sunday, but I was observing #twitterfreesunday, which I started to try to control my habit.)

My pal Howard Lindzon tweeted the following:

really just amazing how many people trade as a living or passion. starting to think our market is huge. 2:56 PM Feb 28th from TweetDeck

And I responded:

@howardlindzon Isn't trading what human beings do and have always done? From the old marketplaces to baseball cards as kids in the US 4:32 PM Feb 28th from TwitterBerry

To which Todd Stottlemyre, who trades from Arizona, weighed in:

@greenskeptic great point, wish I had all the Mickey Mantle cards my Dad use to bring home to me 4:34 PM Feb 28th from TweetDeck in reply to greenskeptic

Then Jaculynn Peterson of Portland, Oregon, added to the conversation:

@greenskeptic @howardlindzon Eugene OR survives on a trade economy. Why I think this city will fare better than others in coming years 4:34 PM Feb 28th from web

And so did the always enigmatic Deepak Das of New York, who said, "Currently I think my stamp collection from 20 years ago is worth more than my stock portfolio." (IU don't doubt him.)

What I love about Twitter is how quickly our idea exchange pays off. We toss out an idea and people trade off it and each other. That is our trade.

The willing exchange of ideas? Priceless.




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08 February 2009

On Ideas, Status, Conversation, and Flow: Life and Twitter

Svg version of a water molecule. The file was ...Image via Wikipedia

Fred Wilson wrote on his blog, A VC, yesterday about how the status update has become the primary user experience, whether you're on Facebook or Twitter or another social networking option.

"I believe Facebook's recognition of status as the most important and most powerful social gesture seals the deal," wrote Fred. "Status is where it's at in social networking. This is very good for Twitter and it's also very good for the other social nets who recognize this and move quickly to provide status updating features and open them up to the social web."

Howard Lindzon, whose latest idea StockTwits, is built on the Twitter API and features a clever twist on the status update (Substitute "What Are You Trading?" for "What Are You Doing?"), countered that "It's about Ideas."

I agreed with both and said so in a tweet yesterday afternoon: I think it's about Status + Ideas + Conversation.


Jeffrey McLarty,
who knows about such things from his study of global water issues, commented that it's all about flow. More specifically, "the flow of it all."

He's right too.

My wife, who is always right, really doesn't get Twitter or why I'm hooked on it. She asked me yesterday whether I preferred my "Twitter life" or my real life. Of course I said my real life, but later I started thinking about it.

There are plenty of moments during any given day when I do prefer my life online, connected to the folks in my various social networks over what I'm doing at that moment. And there are other times when I want to shut off that online world.

But then, it's becoming increasing apparent to me that there is no real difference between the two. And that is where the flow happens: I'll tweet something that feeds into StockTwits, it's picked up and retweeted by a total stranger, and then one of my good friends sees it on my Facebook status feed and comments on it or sends me an email about it.

Another friend calls me to set up a meeting in a couple of weeks and asks me about another tweet, which is in turn commented on by someone else. That comment might trigger another idea in my head, which I might share with my wife or someone with whom I'm having coffee or a beer, which sets off another flow.

A couple of weeks ago I tweeted something about my son collecting coins. One Twitter friend picked up on that and, because he is a coin collector himself, offered to send me some coins from the British Raj. Amazing flow.

The trick is to learn to "go with the flow" and not get swallowed up by it or run ashore. Now that the Dalai Lama (or at least his office) is following me on Twitter, I'm hoping the flow leads to some harmonic convergence or something. Or at least a continuous flow of ideas and status and conversation.




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26 January 2009

Review: The Wallstrip Edge by Howard Lindzon


Investing books run the gamut from bad to Mad and from the solipsistic to the sophomoric. Most are wasting your time with hackneyed investing tips ("buy low; sell high") or the author's idea of the latest hot stocks. Such books seem designed to get you to watch the author's nightly TV show or to buy their next book.

In short, creating noise.

"Noise is the investor's worst enemy," Howard Lindzon says to open his book, The Wallstrip Edge: Using Trends to Make Money -- Find Them, Ride Them and Get Off. "It leads to fear, anxiety, and countless investing mistakes."

Lindzon tells his readers to turn off the TV, stop reading the financial headlines, and to ignore hot tips from friends, family, or your neighbor's dog. Rather, Lindzon, creator of Wallstrip.com the web-based video program that mashed pop culture and the stock market, offers an alternative approach.

It's a simple premise: stocks that have hit an all-time high and are showing signs of growth are likely to go up before they go down. For many, this is counter-intuitive: how can what appears to be an expensive stock be a good bet for an investment? Why don't I just buy a lower priced stock so I can buy more shares?

Lindzon suggests that jumping on a trend on the way up, riding it until it begins to show signs of slipping, and managing your price threshold can lead to greater success than traditional approaches to stock market investing.

He's a good writer, as readers of his popular blog are aware. And he has as much fun at his own expense as a stand-up comedian. But don't let the class clown image fool you, Lindzon is a smart investor and business man with a string of successes, Wallstrip and Golf.com among them.

His latest venture, StockTwits, builds on his own advice to connect to and leverage a network of people you trust to help you stay on top of trends, creating conversation rather than noise.

And staying on top of trends is important in today's rapidly changing investing landscape. The trouble with many investing books is that things are changing so fast that what is a high-flying stock when the author is writing may have tanked by the time of publication.

Certainly you can point to some of the stocks Howard Lindzon discusses in The Wallstrip Edge and say the same thing. Actually, even Wallstrip is no more; CBS, which bought the property from Lindzon in 2007, recently pulled the plug on the program.

But Lindzon suggests it's not about individual stocks, but the opportunity and, if you stay focused on the all-time high list, you'll always find an opportunity. The glass is half full and new trends always emerge. You simply need to pay attention.

Sound advice from a seasoned pro. And worth the price, which by the way costs about as much as a share of $CBS stock at its 52-week high.

(Disclosure: I am Long Howard Lindzon and StockTwits.)



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17 October 2008

StockTwits: Break Away from the Usual Market Noise

Annoyed by what you hear on CNBC? I know I am. Seriously, I think their financial pundits have had as much if not more to do with the panic in the market than short sellers. And the other business news coverage is just as bad.

As Jim Cramer says, "They know NOTHING!"

But what if you could eavesdrop on and converse with other traders, amateur analysts, and market enthusiasts? What if you could have a dialogue about stocks you're interested in or actively trading? What if you could bring your own knowledge and interest to the conversation about investing, be it alternative energy and clean tech or whatever.

Well, now you can. Try StockTwits. It just launched with a simple design that will be familiar to users of Twitter or other social networking platforms. Here's a screen shot of my feed stream:




Developed by Soren Macbeth and Howard Lindzon, StockTwits was built on the Twitter API as a way to aggregate Twitter conversations about stocks, trading, and financial markets. A number of us have been using it for months now (and you can too) simply by adding a dollar sign before a stock ticker (such as $FSLR).

A simple idea and a pretty cool concept. The folks at betaworks, which focuses on seed stage Internet media, must think so, too, as they added StockTwits to their portfolio with an investment last month.

I'm interested in using StockTwits to engage with like-minded (and contrarian) clean tech and green energy investors, contribute to the knowledge base about some top performers, as well as learn more about companies I've missed or overlooked.

Come join the conversation.





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16 October 2008

Wallstrip Turns Two

Wallstrip celebrates its 2nd Anniversary today. One of our favorite, actually, the only "web tv" offering we watch regularly, Wallstrip looks at stocks, companies, and trends, especially those that are trading at or near an all-time high. Wallstrip is, as its website describes, "where pop culture meets stock culture."

Founded by Howard Lindzon, Adam Eland, and Jeff Marks, Wallstrip was hosted by the fabulous Lindsay Campbell (now the host of MobLogic.tv) and currently by the equally fabulous Julia Alexandria, who took over in January of this year.

Howard conceived of the idea in the Summer of 2006. He "wanted to create a show like Jon Stewart about stocks. Positive and simple." Eight months after launching Wallstrip, Howard sold it to CBS for $5 million.

Over the past two years Wallstrip has featured alternative energy and green stocks (see search list here), such as WFR, CLHB, and ORA.

Here are two episodes (one from each of Wallstrip's delicious hosts) on wind and solar energy:


Watch CBS Videos Online



Congratulations to the Wallstrippers, and here's to another fabulous season of Wallstrip!

Howard's latest play is StockTwits, which he is developing with Soren Macbeth. StockTwits is an open, community-centred investment idea and information service. Think of it as a "Bloomberg for the little guy."

Soren built it off the Twitter API as a way to track real-time conversations between people interested in stocks, trading, and sharing. Check it out: StockTwits




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12 August 2008

What Are You Doing? Wallstrip Does Twitter

Okay, this is outside my usual subject matter, but I've been a fan of Twitter ever since Fred Wilson sold me on the microblogging service over a year ago. (You can follow me at greenskeptic)

I know a lot of people who don't get Twitter, including some who are near and dear to me. Most think it's an unnecessary distraction; some actually think it's evil.

I used to think the former, but then I became addicted. After many months of using it, I realized the best answer to Twitter's simple question, "What Are You Doing?" is NOT, "Having a sandwich" or "Drinking my 3rd cup of coffee."

It's also a good idea not to answer, "Having a bad day at the office." You never know who is watching...unless they follow you. Like any communication tool it needs to be used judiciously and thoughtfully. (I've learned that lesson the hard way.)

What Twitter does best is allow you

1.) to stay in touch with people you don't get to see or speak to often -- or meet new people with whom you would otherwise not be connected;

2.) to post quick takes on subjects you are interested in but don't have time to write a blog post about, and

3.) to wrestle with business problems, the answers to which may already be out there in the Twitterverse.

I've even used it to ask my followers -- now over 350 people -- to help name my book or my green energy investing start-up. (More on THAT later...)

Recently, a number of us are using Twitter to muse about the rise and fall (mostly fall) of our stock portfolios and to gauge what others are thinking about companies we are interested in.

StockTwits scans your tweets (as long as they contain a stock ticker preceded by $, such as $FSLR) and automatically indexes and displays them with a chart of the ticker.

Now, two of my favorite addictions, er distractions, Twitter and WallStrip have come together, trying to answer the question, "What ARE you doing?"



Shout-outs to Howard Lindzon and Soren Macbeth, who got me into StockTwits early -- another great distraction, er tool.

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