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Martin Vlcek is a full-time investor and analyst who has been actively investing and managing money for more than 15 years. Martin has an Economics degree. Martin’s investment philosophy is to hold a truly diversified portfolio of investments across asset classes with low or negative correlation and a positive carry if possible. His primary stock investment focus is on undervalued small-cap stocks with favorable risk-to-reward ratio and upcoming catalysts.
Martin became a full-time investor and money manager after a 15-year career in online marketing where he was one of the pioneers of the pay-per-click search. Martin later held managerial positions at several Fortune 500 companies and also managed his own startup company.
IMPORTANT DISCLAIMER: Martin is not a Registered Investment Advisor, Broker/Dealer, Securities Broker or Financial Planner. The Information in his articles, his comment and his premium subscription service on SeekingAlpha.com or elsewhere is provided for information purposes only. The Information is not intended to be and does not constitute financial advice or any other advice, is general in nature and not specific to any individual. Before using Martin's information to make an investment decision, you should seek the advice of a qualified and registered securities professional and undertake your own due diligence. None of the information provided by Martin is intended as investment advice, as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. Martin is not responsible for any investment decision made by you. You are responsible for your own investment research and investment decisions.
Class President of the National University of Singapore MBA Program and former FX trader at CIBC (NYSE: CM). Sean holds a Bachelor of Commerce Degree with a Major in Finance and Minor in Economics from the Sauder School of Business at the University of British Columbia.
I am a value investor interested in learning more about the market and various trading strategies. I have been investing in stocks for over a decade now, and learned a lot about myself and investing in general. I believe in individual rights and free markets (therefore limited government), but have been around the block long enough to know that capitalism is not perfect and the market is subject to corruption and manipulation. I also believe it is possible to profit in any market - the key lies in your decisiveness, risk tolerance, and time horizon.
Several books that inform my investment philosophy are:
1) William O'Neill - How to Make Money in Stocks
2) Edwin Lefèvre - Reminiscences of a Stock Operator
3) Michael Sincere - Understanding Options
4) Benjamin Graham - The Intelligent Investor
5) Robert Hagstrom - The Warren Buffett Way
6) Ken Fisher - Markets Never Forget (But People Do), The Only Three Questions That Still Count
7) Pat Dorsey - The Five Rules For Successful Stock Investing
8) Heather Brilliant & Elizabeth Collins - Why Moats Matter
9) Jim Rogers - A Gift to My Children
10) Ray Dalio (video) - How the Economic Machine Works
I have also taken graduate courses in Strategy, Investments, Portfolio Management, Entrepreneurial Finance, Corporate Finance, Financial Accounting, Corporate Governance, and Valuation.
Some of my favorites quotes:
when we know ourselves to be connected to all others, acting compassionately is simply the natural thing to do. -rachel naomi remen
the markets can remain irrational longer than you can remain solvent. - j.m. keynes
it is only by being bold that you get anywhere. if you are a risk-taker, then the art is to protect the downside. -richard branson
i have always believed that the only way to cope with a cash crisis is not to contract but to try to expand out of it. -richard branson
entrepreneurship is the pursuit of opportunity without regard to resources currently controlled. - howard stevenson
don't optimize a melting ice cube. - kevin efrusy
the test of a first-rate intelligence is the ability to hold two opposed ideas in mind at the same time and still retain the ability to function. - f. scott fitzgerald
the dissenter is every human being at those moments of his life when he resigns momentarily from the herd and thinks for himself. - archibald macleish
it ain’t so much the things we don’t know that get us into trouble, it’s the things we do know that just ain’t so. - artemus ward
if you resist reading what you disagree with, how will you ever acquire deeper insights into what you believe? the things most worth reading are precisely those that challenge our convictions. - oliver wendell holmes
Came of age as tricky Dick separated USD from gold and poofed the petro dollar.
Today, in my seventh decade, and able to write, I was fortunate to report on what interested me; silver & gold and critical resource mining, and the people in the shadows of the head frames with skin in the game. Capitalism is a favorite power tool though it doesn't cut it like it used to. Proponent of sound money, actual free markets, and long walks on the beach.
Motto: buy and hold physical silver.
Inactive of late because I don't advocate buying stocks - of any kind, but that's just me.
Wishing everyone peace and prosperity in the times ahead.
Fifteen-plus years professional experience in securities markets has shown successful investing and surfing to be a lot alike. Predicting the waves means you're a quarter of the way there, but the real skill comes from riding the large swells when they hit.
In the end, in the words of Buffett & Munger, all intelligent investing is value investing; acquiring more that you're paying for. You must value the business in order to value the stock.
Former long-time business editor of major US women's magazine and contributing editor at dozens of different "trade" and consumer publications. Author of over 3,000 print magazine articles in past 30 years.
Penn Ph.D., centrist Republican.
Please visit my blogsites:
Baby Boomers-The Angriest Generation http://angriestgeneration.wordpress.com
The Rest of U.S. (for and about political Centrists) http://newcentristera.wordpress.com
and my brand-new blog about Markets:
Capital Punishment-Markets Through the Looking Glass http://marketslookingglass.wordpress.com
I am projecting that the US govt is near insolvent and that we will be facing a new Bretton Woods currency agreement bringing gold back into the monetary system in combination with a sudden fiat currency devaluation (across the board-most currencies) against gold over a long weekend or an outright sovereign debt panic by 2020-2025. The least expected outcome double digit inflation is very likely sometime in the future. The Fed PRO-POVERTY policies are going to crush the poor, fixed pensioners and lower middle class since disposable income growth is limited. Beware middle class and retirees your purchasing power will drop dramatically when everyday necessities absorb a larger % of your income. To spread the word to the brainwashed American drones that this economy is one big illusion ponzi scheme and you are infact broke. Issuing more debt to solve a debt problem is crazy. I am accepting nominations for those that played a major positive and major negative impact on our economy. Inductees: The Hammer Hall of Fame Bill Black Brooksley Born David Walker Ron Paul Robert Rodriguez Peter Schiff David Stockman Janet Tavakoli John Bogle Elizabeth Warren Steve Wynn ============================== The Hammer Hall of Shame Ben MadMan Bernanke Lloyd Blankfein Bush II Jamie Diamond Shaun Donovan Barney Fwank Dick Fuld Alan "The Maestro" Greenspan Tim Geithner Paul king Krugman David Lereah Angelo Mozillo Obama The NAHB The NAR Henry Paulsen Nancy Pelosi Charles Prince Franklin Raines Robert Rubin David Stephens Larry Summers Bob Toll Maxine Waters Lawrence Yun
I am 38 years old, married and have two daughters 3 and 5. I live upstate New York near Ithaca.
My aim is to be objective about the macro investment environment and to provide sound analysis on stocks.
I'm a fan of the following people to help give a perspective of my biases I may hold with regards to investment and economics: Adam Smith, Milton Friedman, Charles Schwab (Steel Tycoon), Martin Armstrong, Peter Bernstein (Author), Henry Ford, Ayn Rand, to name a few.