My investment philosophy follows that of Julian Robertson at Tiger Management, namely “I believe that the best way to manage money is to go long and short stocks...buy the best stocks and short the worst." Hence, trying to be a long/short generalist is how I would align myself. In writing some for Seeking Alpha I researched hundreds of companies and wrote articles before I became licensed and couldn't write any longer (per FINRA), but have recently returned to commenting and writing. For the first 8 or so months I wrote, my buy/sell suggestions returned ~54%. Best calls were: Cal-Maine Foods (CALM) and White Wave Foods (WWAV) Long ideas of interest (as of August, 2015): GOOGL ETSY SEAS CALM LL FLEX NM BDE LPI EIGI STON GTI mainly source ideas through the following:1. Thinking about a company's economics of business in terms of probabilities of value creation2. Discerning what accounting is artificial growth and what is not3. Forming a considerably large position in a company to ensure a worthy return4. Looking for under-followed, undervalued companies with good management and mid-term catalysts in sight5. Trying to discover underlying paper trails which can lead to a rush of revenue.To everyone, may you mine the markets well and reasonably expect your return to be correlated with the passion and efforts you put forth, always remembering Munger's words to "profit from always remembering the obvious than from grasping the esoteric.""There's two ways to win: appreciation to intrinsic value and appreciation from intrinsic value." - Bill Ackman
We are the Finance, Investment Banking, & Equity Research Club (FIBER Club) and we exist to
equip Jacksonville University's most passionate business school students through networking and developing the skill-sets needed to not merely succeed in the classroom, but in the marketplace, by landing great jobs.
Here on SA we will mainly be posting brief write-ups and commentary on stocks we're following and why via our SA Instablog.
Please visit our official site for more details or find us on Twitter or StockTwits:
Official site: https://jufiberclub.com/
Jacksonville University's SIF is a team of undergraduate and graduate students who work as a team of analysts and portfolio managers to invest a portion of the university's funds for the purpose of beating our benchmarks.
We are a long-only, value oriented fund, sifting the markets for companies being undervalued by market participants. We may use top-down analysis per sourcing ideas, but we remain bottom-up upon finding a company which fits our mold and strategy.
We look forward to sharing our research on Seeking Alpha.
Feel free to reach out: firstname.lastname@example.org
Master in Applied Maths & Computer Science from Moscow State University. MA in Economics from New Economic School, Moscow, Russia. CFA Charterholder.
First 3 years - sell side research (first equity, then fixed income).
Next 3 years - buy side, equity & HFs (first analyst, then fund manager).
Ever since - Private Banking, all asset classes, fund selection, FoF manager, ETF strategies; some single stock mandates and M&A advisory (biotech/pharma, IT, resource juniors).
Renaissance Investment Management, HSBC, Raiffeisenbank Austria. Currently PM at Leon Multi-Family Office (Russia/Cyprus).
Mark buys companies with strong brand recognition, strong earnings relative to price, and at a discount.
Mark obtained a M.Eng. in industrial engineering from the University of Louisville and worked extensively in the automotive industry.
Mark's documented picks on Seeking Alpha include: LKQ (alpha), SYY (alpha), WYN (losing)
Mark's largest three holdings are AAPL, C, and GM.
Apple: 1. Low P/E relative to peers 2. Strong balance sheet 3. Strong brand recognition C. Over dependent on one product
General Motors: 1. Low P/E relative to peers 2. Increasing profits 3. Returning cash to shareholders C. Has not demonstrated it can generate returns at bottom of cycle
Citi: 1. Low P/E relative to peers 2. Discount to book value 3. Increasing profits C. Regulations restricting company from returning significant cash to shareholders
Financial executive with broad experience in all aspects of financial planning, estate planning and college planning. Direct experience with stocks, bonds, mutual funds, 144 transactions, venture capital and investment banking.
My Mission Statement:
For My Clients I will provide personalized, market focused investment advice and services to individual and institutional investors supported by research, trade execution, origination, asset management and administrative services.
I will always place my client first by providing superior service, conducting our business in accordance with all governing laws and with the best practices of my industry.
For my colleagues I will create and maintain an environment in which professionalism, entrepreneurship, innovation, service and accountability are encouraged and rewarded.
Specialties:Financial Planning, 144 Transactions, Corporate Finance, Investment Banking, Private Placements, Wealth Preservation, College Planning, Retirement Planning, Stocks, Bonds, Mutual Funds, Insurance, Annuities
New York University Business School Graduate with specialized analytical and communication skills relating to all facets of the investment process in investment consulting and management. Areas of expertise are risk/performance of investment portfolios, SEC compliance, client communication, and individual company research and analysis. Always thinking out of the box!
"One of the best ways to do well in this business is to go to areas that have been unexploited by research capability and work them for all you can." -Julian Robertson Managing partner of the Schildpad & De Haas partnerships. Seeking Alpha PRO contributor since the library's inception in 2013. A special selection of investment ideas is available through the Exclusive Research service.