Digitalics

Scott J. Berry

I created Digitalics, LLC as a strategy and investment consultancy to let me combine my love of technology with my business and analysis experience.  Getting paid to do it is the icing on the cake.

Until recently I was Vice President and Senior Research Analyst covering technology for SMH Capital (formerly Sanders Morris Harris). While originally brought on board as a tech generalist, I quickly developed a primary focus on Internet and Digital Media stocks. Before that I helped SMH understand technology companies as an advisor to their investment banking division.

Prior to SMH I was a strategy consultant. During this period, I co-founded and held executive positions in two startups in the VoIP, CRM software, wireless broadband, and media delivery industries. My career began with 12 years at Bell Laboratories, followed by senior Operations, Product Management, Marketing, and Strategy roles at several telecom and Internet companies, including AT&T and AboveNet.

Some years ago I convinced Stanford University to award me an MSEE in Fourier and Statistical Optics, and before that graduated magna cum laude with an ScB degree from Brown University in engineering and economics. I also had executive MBA training while at AT&T. I currently hold FINRA Series 7, 63, 86, and 87 securities licenses.

The Digitalics blog  is centered on the belief that adding real-world operating experience and a technophile’s understanding to stock picking provides a compelling advantage over the one-dimensional number-crunching approach used by most analysts.

By the way, I am not the Scott Berry that works as a fixed income analyst for Morningstar, though with a name like that he’s probably a terrific guy.

Investment Disclosure

Since I am no longer employed as a sell-side analyst, I am free to buy and sell stocks from time to time. However, I adhere to policies that are similar to those that analysts are required to follow.

As such, I disclose any positions that I or my immediate family have (either long or short) in companies which are the subject of my articles, and do so in the body of the posting. This applies to their competitors as well. I also disclose past positions up to 30 days prior to when a blog post is published.

I have far too small a readership for me to be able to successfully “pump” a stock anyway.