Dustin Moore is a researcher and analyst focusing on overlooked and undervalued investments. He enjoys analyzing under-the-radar companies with massive upside potential and those with favorable risk/reward ratios. On Twitter! @dustinrmoore https://twitter.com/dustinrmoore
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
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I am an activist investor in US and Chinese stocks. I was previously an investment banker in New York Hong Kong and London for 9 years, focused on Equity Capital Markets. I look at both long ideas and short ideas and typically focus on a small number on names where I can spend the time to conduct very deep research. I spend my time living between Los Angeles and Beijing, China.
Trinity Research Group ("Trinity") was established in 2014 by a group of international individual investors each with decades of investment experience in China and the USA. Trinity focuses exclusively on opportunities, long or short, created by false information and/or inaccurate market beliefs. Trinity leverages the principals' substantial local networks to conduct extensive fundamental, bottoms up due diligence of misunderstood companies.
Trinity invests the principals' money exclusively and does not manage assets for others or advise clients.
Trinity publishes research for information and educational purposes only, and our research should not be considered investment advice. Refer to the disclaimer below.
Trinity Research Group strongly recommends that every investor conduct his/her own due diligence before buying or selling any security. Trinity does not guarantee in any way that it is providing all of the information that may be available. You should be aware that the principals of Trinity might hold a position, long or short, in any of the securities discussed in our research.
Our research and report expresses our opinions, which we have based upon publicly available information, third-party buy- or sell-side research (whenever referenced), our own due diligence, and inferences and deductions through our analysis. Trinity believes all information contained in its research is accurate and reliable, and has been obtained from sources it believes to be accurate and reliable. However, such information is presented “as is,” without warranty of any kind, whether express or implied. Trinity makes no representation, express or implied, as to the accuracy, timeliness, or completeness of any such information or with regard to the results to be obtained from its use. All expressions of opinion are subject to change without notice, and Trinity is not obligated to update any of its opinions or research after making it available.
An active investor since 1998, both long and short, I make my decisions based on all the information available to me and continue to monitor that information for items that will change my investment thesis.
Daniel B. Ravicher is a registered patent attorney who frequently consults with investment banks, hedge funds, and individual investors on legal issues that may materially affect the value of publicly traded companies. In addition to private consulting, Mr. Ravicher also regularly publishes articles covering such issues. He is not an investment adviser and the opinions expressed are not legal, financial or any other kind of advice.
In his legal practice, Mr. Ravicher provides transaction and litigation legal services to clients with respect to a wide range of technologies, including pharmaceuticals, biotechnology, software, the Internet, mobile devices, mechanical devices, consumer products and business methods. He represented the successful plaintiffs in the Supreme Court case invalidating patents on human genes and has twice testified before Congress on the topic of patent reform. Repeatedly named one of 'The 50 Most Influential People in IP' by Managing Intellectual Property and named Appellate Lawyer of the Week by the National Law Journal, Mr. Ravicher has appeared as a guest on national television, been quoted in articles by the Wall Street Journal, Bloomberg, the New York Times, the Financial Times and other publications, and spoken at dozens of national and international conferences on issues relating to patent and technology law.
Mr. Ravicher received his law degree from the University of Virginia School of Law, where he was the Franklin O'Blechman Scholar of his class, a Mortimer Caplin Public Service Award recipient and an Editor of the Virginia Journal of Law and Technology, and his bachelors degree in materials science magna cum laude with University Honors from the University of South Florida. He is admitted to the United States Supreme Court, the Courts of Appeals for the Federal, 2nd and 11th Circuits, the District Courts for the Southern and Eastern Districts of New York and the Southern and Middle Districts of Florida, the States of New York and Florida, and the United States Patent and Trademark Office.
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
Strategic trader, interested in stocks with value and good growth potential, also interested in larger macro trends. I actively trade options and may buy or sell options at any time.
I highly urge everyone to look at the following two websites:
I am not affiliated with either site. All I know is they have both helped me tremendously. Best to you in your investments and reaching your goals.
Currently long Apple shares and options. I will update when I change my view.
Experience as a Proprietary Trader and Futures Trader where he was focusing on SPX options spreads, Crude Oil futures, and hedging long term positions through arbitrage. Finance and Economics background with a strong understanding of equity valuation, macroeconomic perspective, and the global financial markets. Some of Patrick's main interests are advanced options strategies, game theory, and statistics.
Founder and Managing Member of The Corner of Main St and Wall St
Seeking Alpha Profile: http://seekingalpha.com/user/45590406/profile
Friedrich is the name given to our algorithm for analyzing companies that trade on the global stock markets. In creating Friedrich we concentrated on analyzing each company’s Main Street operations through various established ratios, along with our own unique ratios that we developed over the last 30 years. What we came up with is a final "Main Street" price per share based on Generally Accepted Accounting Principles (GAAP), which is a framework of accounting standards, rules and procedures defined by the professional accounting industry, which has been adopted by nearly all publicly traded U.S. companies. We feel that our Main Street price result is what each company would need to trade at in order to be attractive to a businessperson on Main Street looking to buy at a bargain.
Since the only constant in the universe is change, the results for each company fluctuate by varying degrees. No company is an island unto itself, but each operates in a world of constant change and at times in areas where Chaos is the norm. By analyzing a company’s Main Street operations over time, Friedrich is able to give the potential investor a decade long analysis (opinion) as well as offering a Trailing Twelve Month (TTM) analysis (opinion), as well. Thus our readers will not only get as close to a real time view of operations on Main Street as is possible, but then can measure the consistency of the company’s operations over time to determine if s/he should invest or not.
Through our Friedrich algorithm we can analyze ten years of Balance Sheet, Income Statement and Cash Flow Statement data for each company all at once and generate one final result in seconds. Friedrich was designed to be ultra-conservative and thus will cut zero slack to any company under analysis and will do so with zero emotion. Companies must be exceptional in order to get an attractive Main Street valuation and the ideal investments according to our backtesting are the ones that have been consistent over time.
By being so ultra conservative Friedrich is designed to identify bargains that Wall Street investors may have overlooked. Companies shares may trade on the stock market but the companies themselves operate on Main Street, so Friedrich is designed to generate a Main Street price per share first and only then does he go to Wall Street and see the price for which Benjamin Graham’s “Mr. Market” is offering the shares.
Amvona publishes critical articles on Faith, Investing, Economics and Technology.
The Finding Alpha category of Amvona profiles investments made, including case studies, economic discussion and explanations of the investment rationales.
more at: http://www.amvona.com/about-us
I am an active investor in IP-centric investments for 6 years. I specialize in high risk / high reward situations both public and private. It is important for investors to plan for all outcomes as the litigation surrounding the IP investment takes many twists and turns. Extracting profits and limiting exposure are the keys to success.
I hope to provide information and strategies, which both expert and novice IP investors can profit from.
Follow me on twitter for the latest updates in the IP space:
Paul is a stock investor with an accounting/finance background. He likes to look for value growth stocks and momentum news plays. He is also known as Superman on Twitter @super_trades and his blog is www.super-trades.com (http://www.super-trades.com).
Long time biotech and tech investor who enjoys discussing stocks, options, and sharing ideas freely.
Investors buy or sell at their own risk. All my articles strictly represent an 'opinion' and in no-way should be construed as individual investor advice.
James Altucher was the managing director of Formula Capital, an asset management firm and fund of hedge funds. He's written five books on investing: Trade Like a Hedge Fund, Trade Like Warren Buffett, SuperCash, The Forever Portfolio, and his latest book, The Choose Yourself Guide To Wealth. He currently writes at Jamesaltucher.com and has released a newsletter, The Altucher Report.
Mr. Altucher is the founder of Stockpickr.com, a social network for finance that had millions of unique visitors per month when it was sold to TheStreet.com in 2007. He has written over 200 columns for The Financial Times and has written for TheStreet.com, Forbes, Yahoo Finance, Fidelity.com, and other publications. He was also the founder of a web services firm, Reset Inc, which he sold in 1998, at which time he became a partner at VC firm, 212 Ventures/Investcorp. Mr. Altucher regularly appears on CNBC, Fox News, Fox Business, and CNN Radio, and is also in his spare time a nationally ranked chess master. Mr. Altucher received his BA at Cornell University and attended graduate school for computer science at Carnegie Mellon University.
You can follow him on twitter @jaltucher.
www.InvestorIdeas.com is a meeting place for investors and public companies in leading sectors. Find investing ideas, news and research for biotech stocks, tech and mobile stocks, mining stocks, oil and gas, water stocks, renewable energy, beverage stocks, defense stocks, nanotech and more on the TSX, OTC, NASDAQ and global stock exchanges. We have recently expanded our coverage to include Latin American markets.
I am individual investor with over 35 years investing experience. I have traded almost everything you can over that time. I prefer investing in microcaps as there can be above average rewards along with higher risk. The areas I follow very closely are: Technology, Intellectual Property, Precious Metals, Rare Earths, mining companies and Biotechs. Picking the emerging leaders can provide huge rewards for early investors. I blog on topics that are of interest to me and on ones that I hope will generate good discussion. I don’t consider myself an expert in any one area, but know a little about a lot of things. I believe as soon as we stop learning, we stop living.
I am also a guest contributor to the Patent Stock Review, the most comprehensive investment research and news aggregation service on Wall Street, covering publicly traded companies seeking to monetize their IP portfolios, or "Patent Play Stocks."
Dustin Moore is a researcher and analyst focusing on overlooked and undervalued investments. He enjoys analyzing under-the-radar companies with massive upside potential and those with favorable risk/reward ratios.
On Twitter! @dustinrmoore https://twitter.com/dustinrmoore
M.E. Garza is one of the founders of the biotech and healthcare sector news portal BioMedReports.com. He believes in getting the news from credible sources on the street and often reaches out to CEOs and newsmakers directly for interviews and discussions about their companies. Since he began publishing in 2008, Garza has built a reputation as a writer and reporter who can move markets. His track record for accurately reporting rumors and alerting readers about developments in the biotech/healthcare sector is unmatched during that time.
Peter Navarro is a business professor at the University of California-Irvine. He is the author of the path-breaking management books The Well-Timed Strategy, and The Coming China Wars, and the bestselling investment book If It's Raining in Brazil, Buy Starbucks. His latest book is Crouching Tiger: What China's Militarism Means for the World.
Navarro's articles have appeared in a wide range of publications, from Business Week, Los Angeles Times, New York Times, and the Wall Street Journal to Harvard Business Review, the Sloan Management Review, and the Journal of Business. Professor Navarro is a widely-sought after and gifted public speaker. He has appeared frequently on Bloomberg TV and radio, CNN, CNBC, and NPR.