Williams Equity Research analyzes trading strategy, individual stocks, asset classes, market sectors, and risk to reward parameters in order to provide valuable insight to the Seeking Alpha community.
The author has over 10 years of experience in the financial markets working in areas of equities trading, complex product analysis, and risk management, as well as a graduate level education in the areas of petroleum engineering (full), law (partial), and finance (MBA, partial).
Stephen Simpson, CFA, is a freelance financial writer and investor.
I have worked for both sell-side and buy-side firms (equities and fixed income), with the largest percentage of my working time spent in med-tech. At this point I am now effectively in a "working retirement".
I write because I find that the process helps me take better notes, be more disciplined about modeling, and come up with a more coherent investment view for my portfolio management needs. If I'm writing about a stock, it's generally because I'm interested in it as an investment prospect or I think there's an interesting story to tell.
I don't share my models, so please don't ask.
More of my writings can be found at my blog Kratisto Investing (kratistoinvesting.blogspot.com), or Twitter (@Kratisto_Invest).
Engineer/MBA that has done every job from engineering design to sales to management to raising money. I have successfully taken a company from bankruptcy to exit giving our shareholders a return of 2-8x their investment. I am 53 and have been investing since I was a teenager. I love fundamental and technical analysis.
73 year old investor. I manage my own money and retired at the age of 50. I am well known by fund and hedge fund mangers around the world who communicate with me but I refuse to take on the responsibility of managing other peoples money which I am always offered to do.
I like a peaceful life with minimum people contact. I would not perform the way I do managing other peoples money. I started at the age of 13 when I received my first dividend check in the mail from shares which were given to me as a birthday present. This opened up a new world for me when my late mother called me to inform me there was mail for me and inside the envelope I found a dividend check. I have never looked back.
I occasionally trade long or short when I get bored and sense an opportunity to make fast money but prefer to not have to think about selling a stock. One of the reasons for my success is as Galileo said several hundred years ago "99% of mankind are fillers of privies". Like Jesse Livermore I know how to read the tape which is a lost skill. My net worth just in stocks is more then 8 figures and I started by delivering newspapers.
I read several newspapers including Walls St. Journal before 7:30 am. in welcome solitude in a coffee shop and I watch the market during the day without any noisy distractions such as a television with talking stock market empty heads.
My portfolio never goes over 8 long positions and I presently have 3 short positions. My long positions are large positions.
Mark Watney, Space Pirate
Alpha - The abnormal rate of return on a security or portfolio in excess of what would be predicted by an equilibrium model like the capital asset pricing model (CAPM).
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BA Economics, MS Energy and Earth Resources, University of Texas at Austin; CFA LVL II Candidate, masters focused on the engineering and economics of most advanced oil extraction techniques, particularly extremely viscous oil deposits and steam injection, while building moderate expertise in natural gas and alternatives as well. Took coursework in the MBA program covering derivatives and structured products.
Traded 6,000,000+ shares across the NYSE, CME, and NASDAQ as professional securities trader at two firms; 91% of months were profitable. Specialized and acheived very high consistency in low liquidity securities; e.g. preferred shares, CEFs, Berkshire Hathaway, et cetera. I traded through all of the financial crisis and flash crash.
Currently employed at top 10 broker/dealer as an Analyst specializing in Alternative Investments. While performing due diligence and analysis on REITs, BDCs, Private Equity, and Hedge Funds, I specialize and lead energy related due diligence which is primarily oil & gas.
I have managed my personal portfolio >10 years which has at one time or another included most types of securities offered to the general public including REITs, MLPs, CEFs, debt instruments, muni bonds, equities, and warrants.