Author: Tim Melvin

Why the AI Profit Party Has Yet to Start

Why the AI Profit Party Has Yet to Start

We’ve been talking about pirates the last couple of issues – stock market pirates, how they make money, and how looking at what they do can be hugely profitable for us. Well, so far, the pirates are staying in port. Both private equity funds and corporate activists were very quiet in the first quarter of […]

The First Place I Look for Profits Every Quarter

The First Place I Look for Profits Every Quarter

And like that, June is here and the first half of the year is almost over. That means it’s time for my most profitable activity of every quarter – taking a look at the 13F filings of private equity funds. These little-used SEC filings show what these massively successful investing firms have been buying, what […]

Why Those in the Know Are Bullish on Banks

Why Those in the Know Are Bullish on Banks

My talks with bankers and technology providers in Tampa last week emphasized how important deposits have become in the world of banking. Even the flashiest fintech companies were emphasizing how their products could help banks attract and retain deposits. There was a lot of talk about how the industry is changing. Banking is now a […]