Josh Levine

Josh has 25 years of senior-level experience in analyzing technology trends and investing in top-performing micro- and small-cap stocks. He excels at assessing management teams and evaluating new innovations and their impact on corporate valuations. The ability to deeply integrate top-down and bottom-up research gives Josh an essential advantage for this segment of the markets. In 2002 he joined independent investment-research boutique ChangeWave Research, where he was editor of ChangeWave MicroCap Investor since 2004, becoming Levine's MicroCap Investor in 2010. He has been editor of the flagship ChangeWave Investing since 2007. Josh is also senior analyst for ChangeWave Research. Through its survey network comprised of 25,000 members, ChangeWave tracks the rate of change in corporate and consumer demand trends and provides the results through an institutional research subscription service. ChangeWave is a division of The 451 Group, a leading global analyst and data company focused on the business of enterprise IT innovation. Previously his achievements include creating the NextWave 100 (the first small-cap technology stock index), developing Technodynamic Investing (a proprietary methodology for analyzing tech stocks) and producing a financial website (Next Wave Stocks) that captured a "Best of the Web" honor from Money Magazine. He began his Wall Street career with Herbert Young Securities, Inc., a pioneer of investment banking for the microcap market, where he gained invaluable experience in venture finance and the agony and ecstasy of small stocks. As vice president of corporate finance, he participated in all phases of public and private equity offerings. Subsequent to this he was president of Core Technology Group, Ltd., a technology-transfer consultancy and newsletter publisher, and a financial consultant to Xoom.com (acquired by NBC) and several other publicly-traded companies. Josh holds a Masters degree in Specialized Journalism from Polytechnic Institute of NYU. He has written articles on finance and technology for leading general and trade publications including Final Frontier, Independent Energy, Newsday, Planning, San Francisco Business Times, Seeking Alpha, and Technology Transfer Business. He also led panels at the prestigious Arch Investment Conferences in New York and San Francisco and has been quoted in several regional and national publications.