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:
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Dallas currently owns and operates as CEO an Austin-based enterprise consulting firm that specializes in private company lifecycle management, up to and including taking companies public, and in helping consult publicly traded companies ranging in market cap from $100 million to $500 million. He has a specialization in deal flow management and is often the referring and closing source of Joint Ventures and broader M&A. Dallas often works directly with management teams and Boards of microcap and stressed equity companies in which he or members of his professional network are heavily invested. This includes helping with overall strategy, helping with capital structure management, helping facilitate liquidity, helping facilitate Joint Ventures and broader M&A, and helping restructure the business segments if necessary. Recently Dallas has been interviewed by The Pittsburgh Business Times, The Banker, Columbus Business First, Houston Business Journal, The Deal, Energy Intelligence, and his tweets have been used by CNBC to highlight hot button issues regarding Carl Icahn, Bill Ackman, Nelson Peltz’s takeover attempts at DuPont, etc. Dallas has also been quoted and sourced to by StreetSweeper.org, Marcellus.com, MarcellusDrilling.com, Bakken.com, OilOnline.com, and other physical and online publications. "One place of great inefficiency is in the stressed equity markets – or the markets in which a company appears as bankruptcy or a breakup is inevitable. As equities become stressed they often sell down to absurd levels of value that present, should there be value to be unlocked, opportunities for “venture level” returns. These often range in the 3X-10X range. With my unique ability to actually improve business outcomes by working directly with a company and management/Board I’m in a position, should I view the underlying business as salvageable, to directly improve the long-term viability of the company. I am NOT simply an investor in these names but an acting consultant. This allows me to “overlay my network” and to move the company away from a stressed or defaulting outcome and into an outcome probability that allows the equity price to move substantially higher. Identifying these opportunities has generated shareholders and investors thousands of percentage points in aggregate and is something I’m often recognized by paying subscribers for."
I'm a young private investor. I prefer concentrated bets on small, quality businesses. I'm a strategic generalist, tactical specialist; I scan broadly looking for quirky things to become obsessed with for awhile, to accumulate clusters of competence in neglected niches. I'll place on my watch-list most anything that is predictable enough to value accurately, and wait for the right price. My idea horizons, which used to be ~1 year, seem to be lengthening.
My current top holdings are FN, KTCC, AGM, NVMI, EMAN, SILC, and SLP.
25 years in energy M&A/Corporate Finance business career. Senior officer for public E&P companies, including MLP, charged with overseeing (at different times) accounting, tax, legal, investment banking/analyst relations, investor relations, as well as business unit with land, engineering, geological and support functions. Used legal background to interface with and direct outside investment bankers, law firms and accounting firms in M&A transactions and offerings. Personal investments and trading 15 years.
Founded in 2015, by Melvin Glapion, Mithra Forensic Research is an independent investment research firm based in Los Angeles California. Mithra Forensic Research primarily focuses on identifying companies with flawed and deteriorating business fundamentals as well as those companies engaging in aggressive accounting and financial statement fraud.
Mithra Forensic Research relies upon a proprietary quantitative model which is used to identify companies showing signs of financial statement deterioration or evidence of aggressive accounting. We then conduct a more detailed analysis of only those companies highlighted as offering the greatest potential for significant price movement in the next 18 to 24 months.
The goal as everyone knows, is to buy good stocks at a discount and sell-short overvalued stocks when they are at a premium. I have a background in business and deal with internal models, analysis, sales pitches and ad information daily. In my downtime, I am enthusiastic about the markets highs, lows and volatility. I believe in real lags between market and business reactions, with the former often in advance of the latter, and vice versa. I look to call manic enthusiasm with a distinct opportunity to go short. A change in sentiment is all it takes. I research fundamentals while scavenging for value.
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.
Edward Schneider is a managing director of Quan Management LLC. Mr. Schneider has over 25 years of investment experience, including 18 years managing technology funds in both quoted equities and venture capital. Mr. Schneider holds a CFA designation, an MBA from Thunderbird and a BA from Emory University.
#11 Ranked Blogger for 2014 from over 4,100 bloggers - TipRanks
Quan Technology Fund - #1 Ranked Fund in Europe for 2014 with a net return of +71% - Preqin Fund Ranking
My investment work is strictly non-professional. I seek to maximize value by developing data-rich, bottom-up models that forecast future company performance based on prior history. I focus on companies in the energy sector that deliver value to investors through regular distributions.
Professionally, I'm an engineer with experience in statistical process analysis.
M.B.A. currently working in marketing. I'm a part-time value investor.
Disclosure: Although I believe the information and data referenced is reliable, I cannot confirm its completeness, genuineness or accuracy. You should not treat my views as a specific recommendation to make a particular investment or follow a particular strategy. I cannot guarantee any specific outcome or profit.
I've had a 25+ year career in capital markets, derivatives and investment management. Through the '90s, I concentrated in derivatives and ran the Global Equity Derivatives Group at Chase (the group included several client driven and proprietary trading groups). I spent most of the 2000s running the research groups of two large fund of funds. For the past 5 years, I have been investing independently. I focus on event driven opportunities.
I have spent over thirty years in the financial services industry and I am the author of Dead Companies Walking: How a Hedge Fund Manager Finds Opportunity in Unexpected Places, an Amazon Best Book of the Month. Since 1991, I have managed the hedge fund Crown Capital in Marin County, California.