I found out about value investing as a college student in the midst of the Great Recession. I invested weeks into poring through SEC filings, government reports, analyst reports, news articles, and any research I could get my hands on. Instead of buying books for the semester, I put all my chips on LVS near the bottom and subsequently fell in love with the logic of "Give vs. Get," margin of safety, and doing your own research. After college, I work at BNP Paribas Hong Kong as an investment banking analyst and spent 2 years at value investing firm Fairholme Capital Management where I was the youngest of only two research associates. After Fairholme, I ran my own transportation company before joining a tech firm where I work full time to this day. Investing is one of my passions and my hobbies - I love trying to learn more about how the world works and operates - and trying to earn some additional capital as a result.
Canada, 15 add-on acquisitions and divestures, 3 agency sale assignments (approx. $200 million) and an overseas minority investment
Realized platform acquisitions resulted in an internal rate of return of 52.4%.
Funded partnerships and acquisitions through domestic and overseas equity investors, mezzanine and banks
Handled - origination/finding, due diligence, negotiation, documentation, corporate monitoring, restructuring and disposition
Actively participated in 14 Boards of Directors
Senior Officer in Public Corporations and Investment Banker
VP corporate development for 2 public companies each with sales in excess of $150 million
Investment banker responsible for acquisitions and initial public offerings
Background Senior Managing Partner and Co-Founder of CM Equity Partners and Managing Member of CMLS Management, L.P., a private equity partnership for LBOs, MBOs primarily funded by insurance companies (successor to Levy/Schulte)
Senior Managing Principal and Co-Founder of Joel N. Levy / Peter M. Schulte, LLC, whose focus was leveraged acquisitions and agency divestitures and Senior Manager of Trident II, a Zurich-based privately, funded equity partnership for leveraged acquisitions of U.S. companies.
Served as director of TEP Fund Inc. (NASDAQ), a municipal bond fund manager, Former principal investor and director of ICF Consulting Group, Inc., an energy, utility and environmental consulting firm, Evans Consoles Inc., a maker of industrial consoles in Canada, RCI Holding Corporation, a government contract services provider, EMSI Holding Company, an insurance information services provider, AverStar, Inc., a developer of information technology services and products, Beta Brands, Inc., a manufacturer of confectionary and baked goods in Canada and Kronos-Central Distribution Co., a distributor of ethnic foods.
Former principal investor and chairman of the board of directors of Kronos Products, Inc., an ethnic foods producer, Jeanette Frocks, Inc., a maternity wear manufacturer, Delta Consolidated Industries, Inc., a manufacturer of storage containers and Hanes Holding Company a fabric supplier and dye and finisher.
Served as director of Charles and Colvard Ltd. (NASDAQ), a manufacturer of lab-created gemstones, and Apogee Technology, Inc. (NASDAQ), a developer and marketer of digital amplifier products.
Former Treasurer and VP of Corporate Development at Hi-Shear Industries, Inc. (formally listed on NYSE), a manufacturer of aerospace fasteners and ordnance products and as CFO and VP of Corporate Development and Finance of Computer Horizons Corporation (NASDAQ), a provider of software and systems services.
Detailed Resume Detailed Career History, Directorships, Transactions / Returns
Stock investors are always asking what is the catalyst for value to be realized? I originally thought like this which lead me to take too much risk. I now focus on being patient, controlling risk, and minimizing permanent capital losses. These steps have lead to significantly better returns. Even when there is no clear catalyst, an undervalued stock is eventually its own catalyst.
I think the benefits of communicating on Seeking Alpha are enormous. Many times I have a strong financial view of a company but do not understand the specific industry or industry competitive dynamics. I can often interact and read insightful comments from engineers, scientists, and technology experts. These experts offer great free advice and I try to add value in my specific areas of expertise. One area that I have been specifically helped is the energy sector.
While some investors are very negative of people who short, I view shorting stocks and posting factual information as noble. The focus of course is on truthfulness and accuracy of this information. Anyone who is posting rumors, lies, or other unscrupulous behavior (long or short) to manipulate a stock should be prosecuted to the fullest extent of the law.
I graduated from the University of Arizona in 2002 with a BS in Finance. From 2002-2006 I worked in the Wealth Management Group at Bank of America. I left Bank of America to manage family/friend money in long/short equity strategies. I also helped start-up two internet retail businesses.
I don't post much on twitter but think it is another great resource. I can be followed at https://twitter.com/jrhUofA
I currently live in Phoenix, AZ. If you live in the area and are a serious investor, please send me a note as I would be happy to meet and exchange our best ideas.
Castrese Tipaldi is a 45-year-old Italian investor and trader.
He has been researching, investing and trading the financial markets for the last 15 years.
Married for 15 years, Castrese has two wonderful sons who are the most important things in his life.
Check his work at his website: houseofmaedhros.wordpress.com
I am a graduate of the U.S Army Ranger school and a former member of the 1st Ranger Battalion and The Old Guard (U.S Army Honor Guard.) I am currently employed as a law enforcement officer in California.
I have approximately 12 years experience as a retail investor. I trade with 10% of my portfolio as I find trading keeps me on the market's pulse. Otherwise I tend to invest in value stocks.
Best of luck in your investments, Chuck