About Us

Every investor has a story about the big one that got away.

Consider Amazon.com. It was both a “top dog” and a first mover in e-commerce. If you had invested just $10,000 in the online retailer back in 1997, your stake would be worth more than $4.0 million today.

Amazon is hardly an exception. The list of the stock market’s greatest all-time winners is filled with pioneering companies: Amgen…eBay…Oracle…Google…Netflix…Apple…Qualcomm… Facebook…and more. These innovative firms all made fortunes for their early investors.

Finding the next great tech company is our main goal at Profit Confidential. Since 1986, our firm has been dedicated to helping investors earn superior returns through unbiased financial research. We strive to deliver to our reader thorough analyses of current tech trends, events, and investment opportunities in this daily bulletin.

How We Do It…

  • Research: Investors are often seduced by hot tips and glossy presentations. We look behind the puffery to check out structure, management, and the financial strength of a company.
  • Experience: Combined, we have more than 100 years of experience in analyzing various investment markets. Our analysts include MBAs, BAs, B.Comms, P. Engs, MAs, and LLBs. This informed perspective gives our readers the best risk-to-reward opportunities.

What We Look For…

  • New: Before great companies became household names, they were small firms with big ideas. We are always on the lookout for businesses with new products and services. This is the key ingredient for explosive earnings growth—and explosive returns.
  • Potential: When researching an investment, we ask, “Can this industry grow tenfold in size over the next five years?” This baseline provides a useful screen when shifting through opportunities.
  • Top Guns: We all love an underdog, but in business, betting on the No. 2 company is often a losing proposition. Top guns recruit the best employees, form the strongest partnerships, and capture most of the profits. While they don’t always come out on top, the top companies are often best positioned to control an emerging market, putting the odds in their favor.
  • Leadership: Great executives think beyond the next earnings report. They’re driven by a big, audacious goal that can unite customers, employees, and shareholders around a common vision. These leaders are the foundation of top companies, like John Mackey at Whole Foods, Mark Zuckerberg at Facebook, or Steve Jobs at Apple.
  • Competitive Advantage: Competition is for losers. Great businesses have a sustainable advantage, which allows them to earn outsized profits year after year. Our favorite stocks are usually too young to have demonstrated this trait, but we look for early signs that can give an emerging company the early edge.

Our Team:


George Leong is a senior editor at Lombardi Financial. He has been involved in analyzing the stock markets for two decades, employing both fundamental and technical analysis. His overall market timing and trading knowledge are extensive in the areas of small-cap research and options trading.

George is the editor of several of Lombardi Financial’s popular financial newsletters, including Red-Hot Small-Caps, Lombardi’s Special Situations, Judgment Day Profit Letter, Pennies to Millions, and 100% Letter. He is also the editor-in-chief of a daily web newsletter called Daily Profits.

In the past, George has written technical and fundamental columns for numerous stock market news web sites, and he is the author of Quick Wealth Options Strategy and Mastering 7 Proven Options Strategies. Prior to starting with Lombardi Financial, George was employed as a financial analyst with Globe Information Services.

George is married with one child. In his down time, he loves to travel. He also actively coaches competitive hockey and baseball, and enjoys playing hockey, running, and working out.

George’s Article Archive

Mukta Samtani, BMS, MBA, PhD.

MuktaMukta is Head of Profit Confidential’s South Asia Newsroom. Mukta has worked as Finance faculty with Indira School of Business Studies. Mukta, along with Dr. B. V. Sangvikar, is author of Banking on Intellectual Capital. Mukta has also presented her paper on Intellectual Capital titled Intellectual Capital Management as Risk Management at Arcada University of Applied Sciences, Helsinki, Finland.
Mukta’s Article Archive

Gaurav S. Iyer, IFC

Gaurav_Iyer.jpgGaurav S. Iyer is a research analyst and editor at Lombardi Financial. He currently writes for Profit Confidential where he focuses on macroeconomics and capital markets.

His previous work has garnered wide acclaim, appearing in major publications such as the Motley FoolYahoo FinanceCanadian Business, and the Economist. He has a knack for looking past the surface movements of markets to the underlying causes, giving him a keen eye for spotting under-priced stocks.

Iyer is a fundamental analyst. He looks to understand a company’s business model and its position within an industry.

Gaurav’s Article Archive

Palwasha Saaim, B.Sc

PalwashaPalwasha Saaim is a Research Analyst at Lombardi Financial where she covers mid- and large-cap stocks, economic trends, and stock market movements. Saaim graduated summa cum laude in Economics and Finance and has passed all three levels of the CFA program. She has worked in diverse capacities in the financial services sector as an analyst, instructor, and writer.

She takes keen interest in politics and is a supporter of numerous social and charitable causes. When she is not writing, she is seen baking, reading or video-gaming.
Palwasha’s Article Archive

Patrick Brik, BAS

Patrick Brik.jpgPatrick Brik is a research analyst and editor at Lombardi Financial. His investment philosophy is based on merging fundamental and technical analysis in an effort to produce timely and actionable investment ideas.

Patrick has accumulated 18 years of trading experience, which include 13 years of private wealth management at Nesbitt Burns. Patrick is a graduate of York University’s business program and is currently pursuing his CFA and CMT designations.

Patrick’s Article Archive