Sector Expert: Daniel Carlson
Daniel Carlson is the founder and managing member of Tailwinds Research Group and its parent company DFC Advisory Services, which is a licensed registered investment advisor (CRD # 297209). Tailwinds is a microcap focused research company that provides research on and consults to over 20 emerging growth companies in the technology and life sciences arenas. DFC Advisory Services is an RIA that manages money dedicated to investing in the companies covered by Tailwinds. For more information on these two companies and their track record, please see www.tailwindsresearch.com. Prior to founding these two entities, Dan spent many years working with small public companies, having been CFO of two public companies and helping finance many others. A 1989 graduate from Tufts University with a degree in Economics, Dan’s formative years in business were spent as an equity trader, first on the Pacific Coast Stock Exchange then on the buyside at several multi-billion dollar firms.
Companies Commented On
- Anixa Biosciences Inc.
- Atomera Inc.
- Catasys Inc.
- FTE Networks Inc.
- Imprimis Pharmaceuticals Inc.
- ITUS Corp.
- Patriot One Technologies Inc.
- RumbleOn Inc.
- Summit Wireless Inc.
- Vicor Corp.
Daniel Carlson of Tailwinds Research explains why he sees this small-cap company as a better bet than Uber or Lyft.
Daniel Carlson of Tailwinds Research discusses the attention this mobility-as-a-service company is garnering in the automotive industry.
Daniel Carlson of Tailwinds Research does a deep dive into his portfolio to discern trends and lessons to be learned.