"The whole banking system rests on confidence, and most of the time it is there. It's like oxygen: when it's there you don't even notice it; when it disappears it's the only thing you notice. In a sense, there are two kinds of truths: "Truth 1" is something that is true whether people believe it or not (the world is round even if everybody thinks it's flat), but "Truth 2" is where belief creates it's own reality and if people think the banking system is unsound, it is unsound, because no banks can pay out all of their liabilities at one time so it's essential that people believe in the soundness of the banking system for it to be sound." -Warren Buffett
JGR Capital Partners is an international equity research and investment advisory firm focusing on public companies under $2 billion in market capitalization. We are headquartered in New York City, with affiliate offices in Los Angeles, Shanghai, and São Paulo. Our team of experienced analysts form investment theses based on company and sector expertise, with a strict focus on fundamentals and valuation.
"In a bull market who needs analysts, in a bear market who needs stocks." Leon Cooperman.
I am partly a value trader, partly a techincal trader, guess I like to find a value stock with good technicals. I also like to trade in and out of a name while maintaining a base position, channel trading if you will, with the objective of lowering my average price per share.
I am a self-directed investor with an interest in the infrastructure of commerce. Therefore, I am interested in financial stocks, shipping (by sea) companies (including tankers, containers, and dry bulkers), and energy (primarily shale gas and oil). I may be wrong, but I am consistent.
Grew up in Berlin, born briefly after WWII. Settled down when about 35. Then started saving money and investing. Economic background, none in finance. Started seriously taking care of my money in 2008 after my bank(s) had lost quite a bit of it - and after I noticed they could not have cared less at what I asked them to do. So far it works well. At least it's my own fault now if anything should go wrong.
I am a computer software consultant and a University Professor. I am interested in numerical prediction and simulation of scientific phenomena, developing and studying computer algorithms and constructing computer imaging software systems.
I am at least a part-time investor with a strong interest in developing investment strategies for generating aggressive income over five to ten year time intervals. I am devoting more time and effort to investing and portfolio development.
New investor looking to learn as much as I can by using Seeking Alpha as a forum for discussing potential investment ideas. I typically seek out easy-to-understand businesses, trading at valuations that indicate a significant margin of safety. Influences include the usual: Graham, Buffett, Klarman, Greenblatt and others.
I welcome any comments or criticisms on my articles.
I am a CPA, CFE and have a BA in finance. I don't like to lose money.
If there are any bank stocks you would like to have regular quarterly/semi-annual coverage on let me know, I add a lot of names throughout the year but want to provide regular coverage for interested readers.
Spent over 30 years developing leading-edge software technology before getting 'involuntarily retired' several years ago. Still interested in software architectures, and personal research in advanced ontology architectures (I have rather idiosyncratic views on how these should be developed).
Having failed to pay attention to my retirement portfolio prior to 2008 (it was all in stock funds at the time), waited until early 2010 to get the main rebound. Then started to actively engage in my own financial planning and portfolio management. Started treating this as a 'full-time job' in 2011. Started to get comfortable with my portfolio management approach in 2012 - and managed to get almost 14% last year (2012) in my main IRA with a basically 'conservative' 65% bond funds to 35% equities model ;-)
Sadly, two smaller portfolios didn't do anything like that well, and I am working on understanding why - I believe it is largely because they were much less diversified, despite being nominally more aggressively allocated.
Started drawing pension this year, but still need to draw down the portfolio by around 15-20% a year (assuming no return) until I draw social security (target in around 4 years), at which point I should finally become cash-flow positive - yay!