I'm author of Net Net Hunter, a site dedicated to international net net stocks. It often pays to look outside of your own backyard when investing in net net stocks. Net Net Hunter is a community based site helping investors make the most of their financial future by uncovering net net stocks in international markets. We offer investors:-Raw Lists - 540 net net stocks in Canada, the USA, Hong Kong, Japan, Australia, and the UK-Net Net Stock Shortlists - The best net net stock investments available-Inner Circle Resource Center - sharpen your investment strategy-Inner Circle Newsletter - Connect with skilled deep value investors-Inner Circle Advice Email Series - Learn how to put together a great portfolio-Investment Analysis - A detailed perspective on 12 net net stocks each yearIf you’re ready to earn 25% annual returns by making net net stocks a key part of your portfolio then sign up for a full Net Net Hunter membership right now.
I write investment analysis for The Broken Leg Investment Letter (www.brokenleginvesting.com). Furthermore, I have been investing in Greek stock market since 2001 and I own a blog about it (Investorblog.gr) since 2007. My investing style is longterm and based in value investing and fundamentals. I do not take into account technical analysis. I can hold my position for years, but if conditions change or I have an early good performance, I have no problem to close my positions. I have received my MS'c degree in Economics from University of Peloponeese, Greece (Mark: 9.1 , 3d Rank)
I am a value-investor that looks for opportunities to exploit market inefficiencies to make outsized profits. Intense research, intelligence, and patience are the keys to having success in this strategy.
I started investing full time in 2015 April. Currently, I am only investing into US and Canadian Equity, leveraged. In the near future, I would like to help others to earn superior return in the equity market by working as an Investment Advisor or Equity Analyst.
My Performance are as follows:
2015 (7 months): positive 5%
2016: positive 20% year to date
Asia/U.S. Deep-Value Wide-Moat Stocks is a research service for value investors seeking value stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high quality businesses, hidden champions and wide moat compounders).
Those who believe that the pendulum will move in one direction forever—or reside at an extreme forever— eventually will lose huge sums. Those who understand the pendulum's behavior can benefit enormously. ~ Howard Marks
Investment ideas for Asia/U.S. Deep-Value Wide-Moat Stocks are generated from screens, insider trades, 13Fs, fund manager letters, analyst reports, blogs and forums. The initial ideas sourced are subsequently evaluated using The Cheapness-Safety-Quality (CSQ) framework, applying customized investment checklists to ask the right questions of the investments in question, along the dimension of cheapness, safety and quality. Asia/U.S. Deep-Value Wide-Moat Stocks' value investing philosophy borrows from the wisdom of value investing gurus, using both quantitative screens and qualitative inputs to filter the global stock markets for investment ideas.
Collin Moshman is a professional poker player with an honors degree in mathematics from the California Institute of Technology. He is the author of best-selling poker books Sit 'N Go Strategy and The Math of Holdem.
Collin invests in statistically undervalued microcaps, focusing particularly on the international markets. He looks for strong balance sheets, insider buying, and simple investment theses.
I am interested in small capitalized companies with a high optionality to the upside compared to the relative downside risk. I am grounded in a value based approach but will also explore special situations. I am a trained CPA and continue to practice in industry.
Warning: my twitter account is very random but will have a lot of economic and business items sprinkled with Green Bay Packer comments.
I am the investment manager for Darkravenwind LLC, a small software development consulting firm. 20% of our pre-tax revenue is my responsibility to invest and grow. I also help moderate the "Value Investing" group on Facebook. My hobbies include fighting the Fed, martial arts, and old video games.
I have been using value investing techniques as first described by Benjamin Graham since approximately 2005. I was wasting my life up to that point. My specialty, over and above corporate valuation, is analyzing people. Human behavior is remarkably consistent and can lead to huge gains when you understand what motivates them.
In my own portfolio, I have a diversified income focus with a preference for long term earnings and dividend growth. When a good opportunity comes along, I'll focus a large percentage of assets into that single holding. I'm also maintaining an income portfolio with a little over 180 high yielding companies inside of it as a bit of an experiment.
I was mostly self taught, but do have a partially completed business degree behind me as well. In 2008, I quadrupled my money in the crash, and saw numerous opportunities that I jumped on throughout the next few years. By 2012 my total portfolio was over 50,000% higher than when I had first started.
I was previously an employee at Countrywide Financial Corp., and was present during the mortgage meltdown. I saw firsthand how the company was falling apart from the inside while management continued to believe the organization could be rescued. Because of that experience, I have made bond analysis and studying the effects of inflation a specialty of mine.
Market direction is irrelevant. I look for value. Profitable companies that are low or even fairly priced, so long as the results are dependable. Intrinsic value is subjective, but earnings power matters. I am absolutely fearless of the future and do not make political views a part of my investment process.
I additionally make frequent updates to a blog maintainted at WhoTrades called "Brand Power", you can read and subscribe to it at bandpower.whotrades.com.
Victor Wendl, CFP®, ChFC, is president of Wendl Financial, Inc., a registered investment advisory firm located in St. Louis, MO. A magna cum laude graduate of the University of Missouri – St. Louis, Wendl holds degrees in both mathematics and business administration. After completing his MBA with an emphasis in finance at the University of Illinois – Champaign Urbana, Wendl worked at Prudential Financial Services where he provided financial planning and investment advice to both corporate and individual clients. He is both a Certified Financial Planner™ and a Chartered Financial Consultant. As president of Wendl Financial, Inc. he continues to emphasize the value investment philosophy when managing clients’ assets.
Investing (not always successfully) since 1968. Now a retired dividend investor and avid reader of all things financial. Favorites here are Lounsbury, Hansen, Harrison, Merkel, Mauldin. Bookshelf is full of the classics (investing). Style is fundamental with a slight touch of technical.
My investment portfolio is my main source of income; therefore, I classify myself as a full time individual investor. Investing is my third career. My first career, immediately after graduation from the University of Delaware, was a military officer and Vietnam veteran. During my service years I earned a Master's in Systems Engineering. After leaving active duty, I founded a software company as my second career and became an entrepreneur for 27 years until selling my business to a public company (a former competitor), becoming an executive in that company and one of its top three shareholders. During my 9 years with the public tech company, which spanned the 2001 tech bubble collapse, I sold my concentrated holdings in the company and diversified my portfolio, which was not an easy task as an insider in a thinly traded Micro Cap company. I also earned my PhD in Business Administration during the last four years of my time with the company, after transitioning from the executive role to an inside consulting and product design role. Finally, as my third career I became an investor focusing my full attention on management of my portfolio, rather than running a business, and I have been able to double my income during the period of the financial crisis of the past few years.
I consider myself an income stream investor (as described by Irving Fisher in 1906), that is, the only reason to own an investment asset, whether it is stock in a company or commercial real estate, is for the income stream. I track the cost yield and the current market price yield of my 40 positions in a spreadsheet. When the current market yield on any position falls below 5%, I start looking for a higher yield position to buy as a replacement. My median holding period is 15-24 months, but I held MO for about 10 years before selling it last year. This simple income stream strategy has resulted in my portfolio currently being well above its Oct 2007 high without any new contributions, and after taking out all my distributions for living expenses, while the S&P 500 did not exceed its Oct 2007 high until 2014. As of the start of 2015 more than 75% of my portfolio positions are closed end funds (CEFs) yielding around 7% (total income / total capital for investment including cash).
In January 2015, Steven launched the Uguisu Value letter. Published quarterly, each issue features one thoroughly researched Japanese smaller-cap equity write-up that has baseline 2x upside. With returns of 30%-plus (40%+ yen-denominated) in 2013 and 2014, Steven remains focused on smaller caps as he invests alongside subscribers and maintains a concentrated portfolio. For more details see: http://steventowns.com/uguisu-value-newsletter/
Steven is also the author of 'Investing in Japan: There is no stock market as undervalued and as misunderstood' (2012). 'Investing in Japan' fills the void of information about Japanese stocks, providing a comprehensive overview of the market, challenging conventional wisdom of Japan being on its last leg, and providing insightful discussion of many key aspects to investing in Japan, including the strategies of investment funds, leading hedge funds, idiosyncrasies of the market, returns on equity, shareholder rights, and more. See book detail page below or paste the following book link to Amazon in your browser: http://amzn.to/AENfeH
I'm author of Net Net Hunter, a site dedicated to international net net stocks. It often pays to look outside of your own backyard when investing in net net stocks. Net Net Hunter is a community based site helping investors make the most of their financial future by uncovering net net stocks in international markets. We offer investors:
-Raw Lists - 540 net net stocks in Canada, the USA, Hong Kong, Japan, Australia, and the UK
-Net Net Stock Shortlists - The best net net stock investments available
-Inner Circle Resource Center - sharpen your investment strategy
-Inner Circle Newsletter - Connect with skilled deep value investors
-Inner Circle Advice Email Series - Learn how to put together a great portfolio
-Investment Analysis - A detailed perspective on 12 net net stocks each year
If you’re ready to earn 25% annual returns by making net net stocks a key part of your portfolio then sign up for a full Net Net Hunter membership right now.
Saj Karsan founded an investment and research firm that is based on the principles of value investing. He has an MBA from the Richard Ivey School of Business, has completed all three CFA exams, and has an engineering degree from McGill University. Visit his blog, Barel Karsan (http://barelkarsan.com/).