Mark Gomes is one of Wall Street’s most regarded information technology (IT) stock analysts. His utilization of IT purchasing data has been a hallmark of his investment methodology. As a program director at International Data Corporation, he advised hundreds of Wall Street clients on the evolution of the consumer PC market in the mid-90s. His program serviced top analysts from the industry’s biggest firms, including Goldman Sachs and Morgan Stanley.
In 1998, Mr. Gomes established the Investment Research Program (IRP) at AMR Research (later acquired by Gartner Group). His coverage of the Internet Boom turned IRP into a multi-million dollar profit center. In late 1999, he predicted that the Internet Bubble would crash in Q1 of 2000 by identifying weaknesses in the IT purchasing pipeline. He later called the bottom of the bust in late 2002.
In July 2004, Gomes founded Pipeline Data, LLC. One month later, he initiated coverage on Apple Computer (AAPL) at $15.87 in an emphatic alert to Pipeline Data’s institutional customers. His analysis presaged Apple’s reemergence and propelled Pipeline Data’s success, attracting a who’s who of clients, such as Fidelity Investments and George Soros Fund Management. In 2009, Gomes became a contributor to Seeking Alpha where he has amassed an enviable record for identifying buyout candidates and stocks that are “Poised To Triple”.
Gomes was most recently credited with assembling evidence that identified Himax (HIMX) as the technologies behind Google Glass, one of the world’s most eagerly awaited new products. After the release of his findings on SeekingAlpha, shares of HIMX doubled in a 6-week period. Subsequently, CNBC recognized HIMX as one of six stocks in 2013 that had market caps over a billion dollars making them part of the very elite 400 club: