I'm a private, full time trader interested in both long and short ideas. My training and background are in engineering including a decade of consulting engineering practice. I've since switched over to investing/trading which I've done full time for 15+ years and to which I bring a contrarian style. I've also recently become interested in writing and have published editorials at Forbes, PJM, and a few legacy newspapers.
Doug Short is first-wave boomer with a lifelong interest in markets and the economy. His professional career had been a satisfying split between academia (English Professor at North Carolina State University) and Information technology (IBM and GSK).
Doug retired in 2006 to devote himself full-time to his dshort.com financial website. The domain has now been acquired by Advisor Perspectives, and Doug has been appointed the Vice President of Research.
Doug is especially interested in the economy, long-term market trends and behavioral finance.
Editor for The Biotech Forum (www.biotechforumsa.com), the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade. For Free weekly investment reports on small, attractive biotech stocks just register at www.bretjenseninvests.com
Founder of "The Contrarian", a premium research service, featuring the "Bet The Farm" Portfolio. Actively investing since 1995, I have soared like an eagle, and been unmercifully humbled by the markets. Achieved positive returns in 2008, and turned an account with $60,310 on 1/1/2009 into an account with $3,177,937 on 11/30/2009. My best years have been 1995-2003, 2008-2012, and 2016-????. My worst years were 2013-2015. I believe inflation is coming, and we are at an inflection point in the markets.
Twenty year career as an investment analyst, investor, portfolio manager, consultant, and writer. Founder of Koldus Contrarian Investments, Ltd, which was incorporated in the spring of 2009. Dyed in the wool contrarian investor, who has learned, the hard way, that a good contrarian is only contrarian 20% of the time, but being right at key inflection points is the key to meaningful wealth creation in the markets. I believe we are near a meaningful inflection point, perhaps the biggest one yet, for the third time in the past 15 years.
Historically, I have had huge wins and impressive losses based on a concentrated, contrarian strategy. Trying to keep the good while filtering out the bad.
Seeking to run an all weather portfolio with minimal volatility and index overlays to capture my strategic and tactical recommendations along with a concentrated best ideas portfolio, which is my bread and butter, but the volatility only makes it suitable for a small piece of an investor's overall portfolio. The following are a couple of my favorite investment quotes.
"Life and investing are long ballgames." Julian Robertson
"A diamond is a chunk of coal that is made good under pressure."
"Knowledge is limited. Imagination encircles the world." Albert Einstein
I’ve been on top of the world, and the world has been on top of me. I have learned to enjoy the perspective from each view, and use opportunities to persistently acquire knowledge, and enjoy the company of those around me, especially loved ones, family, and friends.
At heart, I am a market historian with an unrivaled passion for the capital markets. I have had a long history and specialization with concentrated positions and options trading. Made money in 2008 with a net long portfolio, deploying capital in some of the market's darkest hours into long positions including purchases of American Express, Atlas Energy, Crosstex, First Industrial Real Estate, General Growth Properties, Genworth, Macquarie Infrastructure, Ruth Chris Steakhouse, and Vornado near their lows. Shorting, hedging, and option strategies also helped me in 2007 and 2009, and these are skills that I have developed ever since I started trading heavily in 1996.I enjoy reading, accumulating knowledge, and putting this knowledge to work in the active capital markets, learning lessons along the way.To this day, I continue to learn, and some of these learning lessons have been excruciatingly difficult ones, especially over the past several years, as I made mistakes allocating capital, including a sizable portion of my own capital (I always invest alongside my clients), to commodity related stocks. While all commodity related stocks have struggled since April of 2011, coal companies, which attracted me due to their extremely cheap valuations, and out-of-favor status (I am a strong believer in behavioral finance alongside fundamentals and technicals) have been the worst investing mistake of my career. The focus on the commodity arena has been the biggest mistake of my investment career thus far, yet in its aftermath, I see tremendous opportunity, even larger in scope than the fortuitous 2008/2009 environment.The capital that I accumulated and the confidence gained in navigating the treacherous investment waters of 2008 gave me the confidence to launch my own investment firm in the spring of 2009, right before the ultimate lows in the stock market. At the time I was working as a senior analyst at one of the largest RIA's in the country, and I felt strongly that the market environment was the best time since 1974/1975 to start an investment firm.
Prior to starting my firm, I was a senior analyst for three different firms over approximately 10 years (Charles Schwab, Redwood, Oxford), moving up in responsibility and scope at each stop along my journey. Since I was a paperboy, I have always had an interest in the investment markets. I love researching and finding opportunities. I am a Chartered Financial Analyst, CFA, as well as a Chartered Alternative Investment Analyst, CAIA. After starting in the teaching program at Ball State University, I switched to a career in finance when I turned a small student loan into a substantial amount of capital. I graduated summa cum laude with a degree in finance from Ball State.
Full disclosure, I am not currently a registered investment advisor, though I did serve in this capacity from 2009-2014, while owning Koldus Contrarian Investments, Ltd. Additionally, I held various securities licenses from 2000-2014, without a single complaint filed, and I continue to hold industry designations. At the end of 2014, I voluntarily let my state registration expire, as I transitioned the business to a different structure. Prior to this, I had passed, and held, various securities exams and licenses, including the Series 7, Series 63, and Series 65 exams, in addition to others, alongside my CFA and CAIA designations. Unfortunately, I did not file the proper paperwork to withdraw my state registration, and I did not disclose a personal arrangement, and subsequent civil case, between myself and a former close personal friend and client, that was initiated in 2011. I was unaware that I was required to disclose these items, and my securities attorney, at the time, did not advise me to do so. Previously, I had managed a portfolio for this gentleman, and we had taken an investment of approximately $7 million in 2009, and grown it to over $25 million at the beginning of 2012. After a difficult year of performance, an employee of the firm I owned, and friend, resigned in early 2013, and took the aforementioned client to a competing firm. As a result of not filing the proper paperwork, I agreed to a settlement, with a potential $2500 fine in the future, depending on if I choose to reapply to be a non-exempt advisor.
Acting Man has been named after the title of the first chapter of Ludwig von Mises' book "Human Action" - the best treatise on economics ever written. The blog's main author is Pater Tenebrarum, an independent analyst who has been involved with financial markets for 34 years and is writing economic and market analyses for independent research organizations and a European hedge fund consultancy. Acting Man presents articles on the markets and the economy, a mixture of commentary on current events as well as economic theory and history, mainly from an Austrian School of Economics viewpoint. As more authors have joined the site, we have begun to broaden our palette a bit, but our orientation remains the same: pro-free market, anti-state, pro peace.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
I believe that people who are thoughtful and contemplative have a good chance of doing better than the average person at life. If I'm wrong, then I've wasted my time writing and you've wasted your time reading.
I tend to write about the economy or value investing in a Graham-Dodd framework. I write a monthly summary of the state of the economy as well as a quarterly summary of Berkshire Hathaway's earnings as well as various articles on finance or economics that hold a current fascination.
I feel that you should judge my writing on the basis of two factors: how well any firm predictions come true over time as well as the extent to which I'm able to translate topics into easily understood concepts. While understanding the world entails a substantial amount of complexity, I try as hard as possible to write in a straightforward manner that is easily understandable. As Einstein said, if a concept cannot be explained simply, it is probably not well understood.
I graduated in 2010 from Kent State University with a Master of Arts in Economics and from The Ohio State University in 2006 with a Bachelor of Science in Industrial Engineering.
I welcome any feedback or comments either publicly or privately. You can send me a message or email me at firstname.lastname@example.org.
Financial markets have fascinated me since childhood. I strive to combine my education in biology, math and history with common sense to find winning trades.
To identify good investments and the right time to enter/exit them, I draw on all financial disciplines that could be helpful. The following is a non-exhaustive list that inform my decisions: Finances of a company, market condition, who owns it, what insiders are doing, analysis of trading behavior, option positions, short interest, public perception, social media, retail involvement, deep valuation of assets and patents, debts and obligations etc.
Btw, my screen name refers to the popular MODIS satellite package in polar orbit around earth. It's mission is to daily photograph the entire planet in several optical bands. This data that is then made available to researchers like biologists, which is how I know about it. It is my inspiration to try see things as they really are.
MODIS also reminds me of my favorite quote from Mr. Buffett: "It's easier to make up a lost opportunity, than to recover from a loss." The instrument moves on, seeing new things; it doesn't get stuck. Capital is a precious resource, so every trade deserves to be as perfect as you can make it.
J. Stephen Castellano founded the investment research and strategy consulting firm Ascendere Associates in 2009, building upon a diversified 20-year career in sell side and buy side equity research. His roles included coverage of the steel industry at PaineWebber and telecom services at Warburg Dillon Read (the predecessors to UBS), where he worked closely with institutional sales people, traders and investment bankers. In addition, he provided analytical support for numerous independent valuation, consulting and investment banking studies, including for mergers, secondary offerings and IPOs.
I manage a $1B+ portfolio for a family office. Our investments include bonds, equities, hedge funds, and private investments with a wide geographical and asset class dispersion. I have a J.D. degree from Yale Law School and practiced for 30 years as a trial lawyer in commercial cases.
That fellow in my icon is, of course, Galileo Galilei. Eppur si muove.
You can email me at Montana.Skeptic@gmail.com & follow me on Twitter where I am @MontanaSkeptic1
Fundamental value investor that understands and utilizes technical entry and exits to add value. 15 years experience as an investor. Specializing in Energy Sector, Value Strategies, Hedge Fund Long/Short Equity Strategies, Small and Mid Capitalization stocks.
Follow me on StockTwits: http://stocktwits.com/LSValue
Follow me on Twitter: https://twitter.com/LSValue
Former broker, now an independent analyst/writer on Seeking Alpha and founder and editor of the Growth Stock Forum. Focusing on small-cap, mid-cap and biotech stocks. Looking for substantial sales and earnings growth potential and seeking the best risk-adjusted returns from my stock selection. Taking advantage of medium to long-term momentum.
My articles represent my personal opinion and analysis and should not be regarded as investment advice in any way. Readers and subscribers should do their own due diligence and/or consult their financial advisor before making decisions to buy or sell securities. Trading and investing include risks, including loss of principal.
Exclusive research: http://seekingalpha.com/author/oneil-trader/research
I am mostly a daytrader engaging in both long and short bets intraday and occasionally over the short to medium term. My focus is mostly on tech stocks and more recently the shipping and offshore drilling industry.
I am located in Germany and have worked many years as an auditor for PricewaterhouseCoopers before becoming a daytrader almost 15 years ago.
During this time I managed to successfully maneuver the burst of the dotcom bubble and the aftermath of the world trade center attacks as well as the subprime crisis.
My return on employed capital has been mostly good and at times reaches up to several 100% annually so I guess I will be around for some more years.
Adrian Day is a British-born writer and money manager who has made a name for himself searching out unusual opportunities around the world. A graduate of the London School of Economics, he is president of his eponymous asset management His firm also acts as sub-advisor to the EuroPacific Gold Fund. He has been a frequent guest on CNBC, and Wall Street Journal radio, and has been interviewed in many leading publications. His latest book is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (published by Wiley).
Adrian Day is a British-born writer and money manager, a graduate of the London School of Economics, who has made a name for himself searching out unusual opportunities around the world, with two books on the subject. His money management firm, Adrian Day Asset Management, he specializes in global diversification and gold equities for individual and institutional clients. He is a frequent speaker at international seminars, and is a frequently guest on CNBC and The Wall Street Journal Radio network, and has been interviewed by Money, Straits Times, “Good Morning America”, and others. He is also the author of the upcoming Investing in Resources: How to Obtain the Outsized Rewards and Avoid the Outsized Risks (to be published in 2010 by John Wiley & Sons). You may learn more about his services at http://www.adriandayassetmanagement.com/, or via email AssetManagement@AdrianDay.com.
A long time entertainment industry professional, I have worked with a number of top Hollywood studios and networks. With over a decade in the field I use my in-depth knowledge of film and television to inform potential investors about the viability of the many upcoming projects in the industry.
Questions? E-mail me at TheEntertainmentOracle[at]gmail.com.
No-nonsense, free investment newsletter that picks apart Wall Street's latest headlines to expose the truth and real profit trends, written by seasoned investment professionals.
Our mission? To challenge Wall Street's most widely accepted wisdom. http://www.wallstreetdaily.com/
I used to run a limited partnership, boutique hedge fund in the 90s. Retired in 2000 and moved from New York City to Toronto, Canada, got married, raised a family and basically settled down. After a few years in Toronto, my wife got tired of the city’s 8 months of cold weather and insisted that we move to a city where there are 8 months of warm and balmy weather. So we settled on San Diego, CA and moved here in 2005 and now call this lovely city with the most perfect weather, home. After moving to Sun Diego, I decided to come out of retirement and start an Internet company that helps non-profits, especially school PTAs, raise money. After a somewhat long development period, my start-up, called donornation.org, went live this month (December 2012)! The response so far has been quite encouraging and I intend to take the company from its current, local San Diego focus, to nationwide, hopefully in the next 2 years. Feel free to check it out and let me know what you think…any feedback and suggestions to help improve the site is always welcome. Being that my day job is running a tech start-up, I don’t have the time to be an active trader…However, being an avid market watcher and investor, I started this blog to maintain a public record of my views on the economy, the markets and my stock picks. My space here has given me the opportunity to share my analysis, good, bad and the ugly, with everyone. It has also allowed me to keep a running scorecard on how effective my investment ideas have been. About a year ago, just after my Options2Wealth blog's public portfolio recorded 10,000%+ return in less than 6 months, I received an offer to write a book based on my blog's accomplishment by one of the most respected literary agents in the United States. This was a totally unintended and unexpected result of my original motivation which was to simply help demystify derivatives (options) and show how just about anyone, armed with the ability to read stock charts, can take advantage of the most powerful wealth building tool legally available to us all. Based on the fact that some of my readers were able to mimic my moves and achieve returns of as much as 4,000%+ tells me that my blog has succeeded in its raison d'être. Finally, I shall be remiss if I did not acknowledge the many public and private comments / messages that I have received, and continue to receive, from my readers here. I want to take this opportunity to let you know that I'm extremely grateful, and humbled, to all those who have taken the time to share your comments, kind thoughts and warm wishes with me...Should you not receive a reply, please do not take my lack of responsiveness as a sign of hubris...Due to my various interests and activities and the fact that I spend a considerable amount of time traveling, my free time is extremely limited and if I have not responded to your message, please accept my sincere apologies... Best of Luck to All! karim pirani
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 25 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha and The Street. Gary’s participation on local and national radio has spanned more than a decade, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 19-year old daughter, Wei Elizabeth Gordon.
I have spent over thirty years in the financial services industry and I am the author of Dead Companies Walking: How a Hedge Fund Manager Finds Opportunity in Unexpected Places, an Amazon Best Book of the Month. Since 1991, I have managed the hedge fund Crown Capital in Marin County, California.
My name is Dr Kanak Kanti De, MBBS, MD, PhD, retired medical practitioner, cancer survivor, healthcare sector investor, over 30 years' experience in the sector both in India and the United States. I write/have written on Motley Fool, SeekingAlpha, Benzinga, and on Forbes. I am consistently ranked high on TipRanks, although I don't like their ranking system. My portfolio has consistently beat the various indices for years. Email me to discuss my articles, or for just an adda (Bengali for informal chat) email@example.com.
Full-time investor. Formerly buy-side credit analyst (2yrs) covering Japanese + Asian companies. Before that, I was a cross asset derivatives salesperson at a large bulge-bracket firm, based in Tokyo (4yrs). I use Seeking Alpha to clarify and synthesize my investment thought process and to elicit feedback on my theses; additionally I like to connect with other investors and swap ideas.
You can read my finance-related blog at rapercapital.com (less organized than Seeking Alpha writeups, more my random musings on various finance-related topics).
Going forward I will try to tweet my investment-related thoughts/updates to articles/etc. You can follow me on Twitter, my handle is @puppyeh1
Always looking for new ideas across the board. Happy to exchange ideas/share thoughts/swap notes, feel free to private message me. I currently live in Singapore.
If you got burned in the past at junior mining investments by overly positive newsletter writers, sell side analysts or other (paid) sources which more often than not avoid to mention (hidden) risks or critical flaws, The Critical Investor goes a few steps further, and might provide a fresh, more in-depth, unbiased and critical vision on things, hence the name.
For examples of those risks or flaws just think of management overpromising and underdelivering, inactivity, shortfalls in cash, windowdressing, bad trackrecords, negative trends on AISC/cash flows/production grades, depleting reserves without renewal, tricky accounting, bad financing terms, permitting issues, commodity issues like possible equilibrium shifts, too much supply coming online, location issues (climate, local opposition, politics), infrastructure, currency effects, influence of investment groups behind the scenes, project economics not up to standards, companies being overvalued based on important but avoided metrics, etcetcetc.
Being an insider of the sector, talking frequently to industry participants (company management, analysts, fund managers, investment bankers, etc), provides for up to standard insights and useful feedback. By analyzing lots of technical reports, analyst reports, economic studies, interviews, articles and other sources, The Critical Investor has developed extensive knowledge about deposits and projects, which often proves to be useful for identifying threats or opportunities.
Avid and critical mining and mining related stock investor from Europe. Number cruncher, looking for high quality companies, mostly growth/turnaround/catalyst-driven to avoid too much dependence/influence of long term commodity pricing/market sentiments, and often additional long term deep value.
About the Mining For Alpha Subscriber service, part of the Marketplace: This service runs since April 2015, and consumes most of my time dedicated to Seekingalpha. Therefore publishing free content is limited for now.
If you want to know more about the junior mining universe, please check out my website: www.criticalinvestor.eu, which contains also my analysis on stocks, lots of hopefully useful rss feeds of blogs and news, and lots of other information. Please consider subscribing on my free newsletter.
Disclaimer: I am no certified financial advisor so always do your own due diligence on possible investments.
As Chairman of Albert Investments I am a full time manager of my family financial interests which includes active management of various family investment accounts ( taxable, tax deferred, trusts, etc. ). I have also served as a director of public companies, chairing at one time or another virtually every kind of board committee,and have served as a director of the NY and CT chapters of the National Association of Corporate Directors,as well as being active in various philanthropic interests. Before working for myself as a consultant for leading international banks and serving on corporate boards, I was in senior investment banking positions for Prudential Securities and Morgan Stanley, so have a comprehensive, inside familiarity with both the debt and equity capital raising and merger and acquisition process. A complete description is available on my linkedin public profile under Paul M. Albert, Jr.
PLEASE SEE WEBSITE FOR FULL DISCLAIMER: WWW.PUMPSTOPPER.COM
I produce high quality, original research free of charge for the public good. Please see the website for more information, and subscribe to The Pump Stopper email list to receive free, high quality research reports before the rest.
I am always committed to publishing the accurate truth. If you are involved with a company that has been mentioned in a report and find any factual errors, please submit a dispute to Seeking Alpha and it will be reviewed.
If you have any tips on companies misleading investors, please submit them on The Pump Stopper website. I always welcome collaboration and have absolute respect for your anonymity. There are multiple ways to submit documents anonymously, as outlined on the website, and I strongly recommend you send information this way.
And remember to always invest wisely.
BS in Economics, MA in Public Policy (International Economic Policy). J is a well-known voice in the global shipping community, with unparalleled investment results and a penchant for activist investing.
Mintzmyer founded Value Investor's Edge, a top-ranked deep value research service in May 2015, with the goal of establishing a top-tier community of deep value investors and activists. Value Investor's Edge subscribers leverage exclusive in-depth analytic reports and community investment experience to discover disconnects in global shipping and a variety of other beaten down sectors.
TipRanks.com ranked Mintzmyer’s performance in the top 3% of all global analysts at the end of 2015 for his 2-year investment performance. While compiling his research, Mintzmyer has interviewed numerous management teams at public maritime firms, and has worked with a multitude of investors. His exclusive analysis has received numerous 'Top Idea,' 'Must Read,' and 'Small Cap Insight' awards.
J is a CFA candidate and investment enthusiast who utilizes Seeking Alpha to provide an open exchange of both trading and investment ideas. Masters in Public Policy, with focus on International Security & Economic Policy from the University of Maryland, College Park. Distinguished Graduate of the United States Air Force Academy with a B.S. in Economics. President of Mintzmyer Investments LLC, a financial services company specializing in equity research and hedge fund advisory.
Extensive background in financial analysis, equity research, accounting, portfolio management, and customized asset allocation through nearly a decade of formalized education, personal studies, and practical experience. Avid reader of business/investments and biographies.
Legal Disclaimer: Any related contributions to Seeking Alpha, or elsewhere on the web, are to be construed as personal opinion only and do NOT constitute investment advice. An investor should always conduct personal due diligence before initiating a position. Provided articles and comments should NEVER be construed as official business recommendations. In efforts to keep full transparency, related positions will be disclosed at the end of each article to the maximum extent practicable. The majority of trades are reported live on Twitter, but this cannot be guaranteed due to technical constraints.
My premium service is a research and opinion subscription. No personalized investment advice will ever be given. I am not registered as an investment adviser, nor do I have any plans to pursue this path. No statements should be construed as anything but opinion, and the liability of all investment decisions reside with the individual. Although I do my utmost to procure high quality information, investors should always do their own due diligence and fact check all research prior to making any investment decisions. Any direct engagements with readers should always be viewed as hypothetical examples or simple exchanges of opinion as nothing is ever classified as “advice” in any sense of the word.
I have written 2 dutch books on value investing: "Aandelen selecteren als waardebelegger" and "Beleggen in bull- en bearmarkten". See bol.com (search for the titles). As a mathematician (Ph.D.) I am most interested in investment strategies with statistically favorable returns. In particular I invest in net-nets (20-30% average annual returns). I find companies with low Enterprise Value/Earnings before Tax and Interest (EV/EBIT) and strong balance sheets (20% average annual returns) also very interesting. Since such stocks are rare I invest globally. Send me a message with your email address to get example articles of my premium research on Seeking Alpha.
Chris Rutherglen, Ph.D. is a scientist and engineer by profession specializing in novel, semiconductor devices for microwave applications. On the side he enjoys financial / investment analysis and completed level 3 of the CFA program in 2011.
Renaissance Capital is an IPO investment advisory firm providing pre-IPO institutional research and management of IPO-focused funds including the Renaissance IPO ETF (NYSE ticker: IPO), the Renaissance International IPO ETF (NYSE ticker: IPOS) and the Global IPO Mutual Fund (ticker: IPOSX). Through Renaissance Capital’s pre-IPO research service, investors get a hard-nosed, independent opinion, in-depth fundamental analysis and customizable financial models on all IPOs. The Firm's clients also gain access to the premier IPO knowledge base with deal calendars, market commentary, fundamental data on over 5,000 past IPOs and more.
Peter Geschek is a freelance writer, investor and the publisher of www.medfrontiers.com website. This is a site for medical innovation news and clinical trials news. Short, concise, important information about the latest is biotech and pharmaceuticals.