Head of Community Development @ StockTwits. Evangelizing Social Communications for Investors, Traders, & Public Companies. Independent Options Trader. Short Gamma, Long Optimism. Hiking Enthusiast. Not in Chicago anymore.
Welcome to StockTwits, home of the human ticker, real time pulse of markets, and sentiment machine. Use StockTwits to follow your favorite stock, investor or trader and dive deep into open analysis and debate.
Dan has been active in finance, strategy & business building for more than two decades. He has focused on technology & media for most of that time. His notes are here & in his book, The Age of Convergence (2013).
I am breaking all the diversification rules right now by keeping almost 90% of my money in AIG. I used to hold ARR or AGNC, but I have switched to AIG in Sept 2012.
Portfolio contents at 12/31/2013
AIG (92%) BAC(4%) BRK.B(2%), AGNC (2%) ARR(1.5%)
Renaissance Capital provides pre-IPO research and global IPO market analytics to institutional investors. The firm manages portfolios of unseasoned equities through the Global IPO Fund (IPOSX), the Renaissance IPO ETF (IPO) and institutional SMAs.