Who it’s For: Institutional investors (fund managers, executives of endowments) seeking world-class securities analysis seeking a one-time project, or simply wish to test our service out prior to committing to the Institutional Edge.
Imagine having access to proprietary research and unique insights that led to early investments in transformative companies such as Netflix at $3 per share or Nvidia at $10 per share.
Perhaps you might be looking for research that was able to identify fundamental strategic and operational flaws in companies that would ultimately end up filing for bankruptcy in coming years.
Mike has consistently forecast either the complete collapse and/or bankruptcy of a large number of publicly traded companies such as Eastman Kodak, Circuit City, Bombay Company, RadioShack, Blockbuster Video, Windstream, Sears, JCPenny and many others. Yet he has only very rarely been wrong with such forecasts meaning that his hit-miss ratio is exceptionally high.
After nearly two decades of independent research, with such a track record he must be doing something right.
Mike's strength in qualatative analysis has enabled him to spot future market leaders as well as companies poised for eventual bankruptcy.
Our research publications track record may be examined here.
In the public markets Mike assists hedge funds, endowments and financial firms as the Chief Investment Strategist of AVA Investment Analytics. He provides clients with proprietary investment strategies, valuation analysis, market forecasting, risk management and distressed securities analysis.
Mike’s work in the private markets includes valuation analysis, deal structuring, and business strategy, with a technology focus in biopharmaceuticals, healthcare IT and telemedicine.
Mike has advised numerous multi-billion dollar hedge funds, venture capital firms and pension plans. He has advised countless entrepreneurs, startup, early and middle stage companies. He has structured and negotiated financing terms for entrepreneurs seeking venture capital. Finally, he has structured business spin offs, analyzed and written hundreds of business plans for entrepreneurs, Fortune 500 corporations and venture capital firms.
As arguably the only person in the world who predicted the 2008 financial crisis in detail, Mike was also the only financial professional to have turned bullish at the market bottom on March 9, 2009. This spurred the initiation of our first research publication, the Intelligent Investor.
The Market Forecaster was later launched for those who wanted a more abbreviated research report focused only on the U.S. and emerging markets.
Mike's amazing insights combined with the accuracy of his investment and economic forecasts has has positioned him as one of America's most astute and creative financial experts.
Prior to forming AVA Investment Analytics, Mike worked at UBS, followed by Bear Stearns, where he focused on asset management and merchant banking.
Mike is also the Managing Principal of Apex Venture Advisors. He has served as an adviser to various hedge funds, endowments, pension plans, private equity and venture capital funds.