Can the Crowd Predict Mergers and Acquisitions? Can it Cause Them?

My friend Leigh Drogen, founder of Estimize, has just launched his newest vertical that will crowdsource M&A predictions and valuations. It’s called Mergerize and I think it’s a brilliant idea. Where Estimize was launched to allow non-Wall Street analysts to publish earnings estimates for public companies, Mergerize will give those with a strategic orientation a…

Bob Peck on Facebook-Oculus

Bob Peck (SunTrust) frames the discussion around Facebook’s $2 billion acquisition of development-stage virtual reality company Oculus as a question of whether: a) you embrace the “Singularity” vision of science fiction writers whereby Man and Machine converge to become one. or b) you think recent deals are getting nuttier as there are almost no financials…

361 Capital Weekly Research Briefing

361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…

Appearance: Thomson Reuters 2014 Online Financial Services Symposium

This afternoon I’ll be speaking at the Thomson Reuters 2014 Online Financial Services Symposium. I was a panelist at the event in 2012 and had a chance to sit in for a few other speakers. It’s a really gathering of industry practitioners and the people who are driving our industry further on the web. I’ll…

Certamen

The Professor:  “‘Come to me when you’re all done,’ I tell them. ‘When you’ve already seen everything else fail and everyone you’ve given your money to lets you down. When you’ve figured it out, then! Then you come to me.’ I have learned to be explicit up front about what I will accept and what…