Beginning May 1 we launch our new investment web site NextBigThingInvestor.com… and Next Big Thing Investor Pro our flagship subscription investment advisory service.
It’s been three years of “forced retirement” for me with the non-compete agreement that came with the sale of my ChangeWave Research business…three LONG years. But I think we have put the layoff to good work…based on a LOT of customer feedback we have changed almost everything in our approach to the “investment newsletter”.
What’s new about Next Big Thing Investor from ChangeWave? LOT’s…but one thing will be the same.
We are still hunting the major transformational and disruptive change in the world economy…and we will bring them to you every day. You can get a sneak look at the service at NextBigThingInvestor.com
NBT Equities Research LLC will stay our “sponsored research” platform. In a world where 99% of the world’s publicly traded emerging growth under $500 million market cap have ZERO equity research coverage or “sponsorship” I think we have proven our research & shareholder model works very well for both emerging growth investors and issuers.
And while I’m on the subject of sponsored research (i.e. equity research paid for by the issuer rather than the investor) I’ve got one thing to say to the “pump and dump” haters out there---grow up!
ANY one with half a brain understands that after the separation of investment banking and equity research on Wall Street in the aftermath of the 2000 crash the business model of equity research changed forever…except some people did not get the memo!
The companies we select for our NBT Equities Research Emerging Growth Portfolio all have one thing in common—virtually ZERO Wall Street equity research coverage.
In my mind…and a growing number of others in the capital markets…the sponsored research model is the ONLY viable business model for <$500 million market cap company equity research. The reason is these companies are not bringing enough equity capital raising business to the emerging growth investment banks.
With the exception of junior biotech development companies and natural resource companies the world has changed for building and scaling emerging growth companies---you DON’T need hundreds of millions of equity capital these days to create and prove out a “minimally viable” technology or consumer product.
With built in FREE social media distribution systems these days (i.e. Facebook, Twitter, Pinterest, etc.) and all the ZERO capital cost technology infrastructure and applications available as a low cost monthly service, the days of the $50M start-up are (mostly) gone.
So to the traditional Alternative Public Offering (i.e. going public via reverse merger into a publicly trading company or Form-10 offering) have completely changed in the last few years. I see 30-50 HIGH quality companies a year go the APO route---years ago I could hardly find a handful of REAL companies going public via APO.
The problem of the APO route is there is NO equity research coverage system developed…only the companies that have fund raising needs get analyst coverage.
So…we are going to continue to improve and expand our sponsored/issuer paid equity research business AND bring a whole new generation of investor-paid investment research to the self-directed investor and emerging growth portfolio managers.
Our research domains of expertise will continue to be:
- Toby
Investor Alert: VelaTel Global Communications: After a $300 Million Education…Redemption? |
|
VELA is now an experienced and profitable Mobile Virtual Network Operator (MVNO) that brings highly competitive 4G MVNO technology and operating success (via their China Motion acquisition) to Hong Kong, Taiwan and the PRC (China). |
|
Mimvi’s (MIMV) Revenue Has Lift Off! |
|
Mimvi's new LaunchPad division has already pulled in a very lucrative six-figure deal that is already speaking volumes on its potential for future revenue. |
|
University General Health System (UGHS) HOPD Consolidation Strategy Gains Steam |
|
One of the most interesting aspects of the UGHS ObamaCare Strategy is how they turn low reimbursement physician-owned outpatient facilities into higher reimbursement “HOPDs”…hospital outpatient department. |
|
Mimvi and Entrepreneur Media to Create the Next Big Thing in Crowdfunding: TrepLabs ™ |
|
Mimvi has joined up with Entrepreneur Media to create their own crowdfunding and discovery program for app developers, named TrepLabs™. Think Kickstarter for mobile apps. |
|
NBT’s #1 Consumer Beverage Stock 2013—Pulse Beverage (PLSB) |
|
PLSB is up over 130% for us this YEAR…and 300% from our initial research coverage. But don’t sell a SHARE…there is a LONG way to go in upward valuation based on the latest report from management to shareholders. |
VelaTel CEO George Alvarez's Exclusive Interview with NBT |
|
Hear VelaTel CEO George Alvarez expel in detail the strategic "pivot" that Velatel has made to Mobile Virtual Network Operator in Asia with their amazing China Motion acquisition. |
UGHS Investor presentation |
|
University General Health System Investor Presentation - Jan. 2013 |
Did the market top for the year in March? |
||||
LAST SURVEY RESULTS Will Apple get back to $500?
|
Founder and Editor-in-Chief for NBTEquitiesResearch.com. Contributor and Anchor for the Fox News Channel and Fox Business Network 2000-2013. Chairman & CEO of NBT Group, Inc., a boutique private capital investment bank and investor relations organization.