Ex hedge fund analyst. I'm a fervent believer in the principles of value investing and consider it the foundation upon which all successful investing is built. I try and follow the mantra of capital preservation first and capital appreciation second. I feel strongly the best results will be attained by concentrating ones ideas and investing only in those businesses that you believe have excellent competitive positions, good management (hopefully with large holdings) and are trading at a discount to intrinsic value. I run the blog www.nucleusportfolio.com which is a highly concentrated portfolio managed for family.
John Huber is the portfolio manager of Saber Capital Management, LLC, an investment firm that manages separate accounts for clients. Saber employs a value investing strategy with a primary goal of patiently compounding capital for the long-term.
John also writes about investing at the blog www.basehitinvesting.com, and can be reached at firstname.lastname@example.org.
I am professional with many years of experience in the pharmaceutical, biotech and device industry covering all functional areas from R&D to product commercialization. I write on Seeking Alpha regarding topics that I find interesting and focus on in depth financial and scientific research.
I'm a financial journalist and I analyze late stage technology companies, upcoming IPOs, follow-on offerings and post-IPO performance for Seeking Alpha and VentureDeal.com.
Contact me with tips or other at: email@example.com
MD, MBA (NYU-Stern, Finance specialization). Founder: Vasuda Healthcare Analytics, premium research service covering emerging biotech/ pharma companies (in partnership with Seeking Alpha). Licensed Investment Advisor. Top-ranked analyst on Tipranks.
Insight Provider for Smartkarma Intelligent Investing (www.smartkarma.com): Institutional Investments Research Platform.
Buy-side equity research analyst covering mainly small-cap, emerging pharma/ biotech companies. M.D. with over 18 years of clinical experience (in the U.S. and India), still retaining full medical license in India. M.B.A. with finance and financial markets specialization from New York University Stern School of Business.
Expert in picking healthcare-related investments, especially biotechnology and pharmaceuticals (focus on small, emerging companies). Investments are selected based on detailed due diligence, including proprietary DCF valuation models. Value investor with long-term horizon.
Founder, managing principal of Vasuda Capital Management, healthcare focused investment management firm, vasudacapitalmanagement.com. Registered Investment Advisor in Massachusetts. The firm also operates a private investment partnership, Vasuda Life Sciences Fund.
Also started and continue to sponsor Vasuda Global Orphan/ Rare disease biotechnology index, the first global equity index covering rare/orphan disease sector. Index quotes are available on bloomberg/reuters terminals.
Value investor focused on micro-caps.
I write for CompleteBankData and am also a
Passively looking for a job on the buyside.
Always looking for more opportunities and to grow my professional network. Feel free to message me anytime.
Disclaimer: Nick reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation
Long-only value investor running a fund for accredited investors, and a Marketplace subscription for objective buyside research. Pseudonymous to protect my IR access but if you send me your email address and show me your LinkedIn, I'll show you mine. I'm not like anyone you've ever met and am not doing this for the traditional reasons. I’m always up for a conversation with anyone interested in value investing or mental models.
My Marketplace subscription service, called “Outsourced Analyst,” provides small-mid-sized funds, family offices, or high-net-worth investors the workflow of an analyst for a hundredth of the price. I write objective coverage of high-quality, underfollowed small-caps that I'm working on / following. Subscribers also have early (sometimes exclusive) access to writeups of some of my best ideas like those I've posted on LQDT, CRAI, FC, LGIH, BOOM, CSWI, and so on. Bonus material is thought pieces - I place a lot of emphasis on learning and getting better - so if/when I make mistakes, I'll write up postmortems with what I learned, and maybe they'll help you as well... Membership will be limited to the first 250 subscribers.
Seeking Alpha T&C requires me to disclose that I'm a registered investment advisor; regulations require me to reiterate that nothing I say is investment advice - it's just my Monday-morning-quarterback opinion for your entertainment and amusement. Always do your own due diligence, consider your own financial position, and consult your preferred financial professional before making any investment decision.
Spent my entire 28 year career on Wall Street with over a decade at Bear Stearns. No "Wall Street Titan" in real life but WST is an alias that I've used for years on Yahoo so I use it when I write on SA. I have gained a significant amount of knowledge regarding the stem cell sector over the years and have recently launched a premium service covering this exciting area.
Editor for The Biotech Forum (www.biotechforumsa.com), the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade. For Free weekly investment reports on small, attractive biotech stocks just register at www.bretjenseninvests.com
L&F Capital Management, LLC, is a quantitative investment management group located in San Diego, California. Our multi-strategy investment approach comprises a mix of event-driven trades and long-term value investments, utilized together to maximize profit in both short and long term scenarios. We maintain consistency in portfolio mix through our long-term value holdings, but stress flexibility in portfolio mix from our daily event-driven trades. We believe this mix of flexibility and value generates both short and long term profits while reducing exposure to market volatility. L&F also shares various trade and investment opportunities through Seeking Alpha. For more information, visit www.lfcapitalmanagement.com.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
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.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Asia Frontier Capital Ltd. is a pioneering fund management company that specializes in investing in high growth Asian frontier economies by managing the AFC Asia Frontier Fund, AFC Iraq Fund and AFC Vietnam Fund.
The investment objective of AFC Asia Frontier Fund is to achieve long term capital appreciation by investing in public equities of Asian frontier countries (Bangladesh, Bhutan, Cambodia, Iraq, Laos, Maldives, Mongolia, Myanmar, Nepal, Pakistan, Papua New Guinea, Sri Lanka, Vietnam) that are seeing increasing consumption due to favorable demographic trends, rising incomes and high GDP growth.
The AFC Iraq Fund was launched on the 26th June 2015 and aims to achieve long-term capital appreciation for investors by capturing value and growth potential in the post conflict high-growth & resource rich Iraq market. The fund emphasises long term investment horizon to truly capture the opportunity in Iraq. The fund's investable universe consists of locally listed companies that have their principal business activities in Iraq as well as foreign listed companies that have the majority of the business in Iraq as a whole including the prosperous Kurdish Region of Iraq (KRI). The AFC Iraq Fund offers access to investments in post conflict recovery potential of Iraq, including the KRI, and/or stability in its territory. The AFC Iraq Fund is managed by Asia Frontier Capital (Iraq) Limited, Cayman Islands under the executive leadership team of Thomas Hugger (CEO & Fund Manager) and Ahmed Tabaqchali (CIO) who have more than 47 years of investment experience as well as an extensive background covering global, emerging, frontier and MENA markets
AFC Vietnam Fund invests exclusively in Vietnamese equities to capture value in growth companies; especially in the small to medium size company segment.
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."
Malcolm holds a MSc in Geology and has 13 years of experience spanning the resource and investment industries. He started his career as a geoscientist at PanCanadian Petroleum (now EnCana) before transitioning into the investment industry as an international energy research analyst at Wellington West Capital Markets. Before joining Hydra Capital, Malcolm was a Vice President at K2 & Associates Investment Management where he focused on the energy and materials sectors.
I write about emerging and frontier markets in Asia. I now primarily contribute work to Forbes Asia. My most recent work and my complete bio can be found on Forbes Asia's site:
If it is easier, you can find my recent work sorted by country on this Seeking Alpha blog:
You can follow me on Twitter here: https://twitter.com/FrontierWriter
You can find me on Linked In here (I accept 98% of connection requests): http://www.linkedin.com/pub/jon-springer/42/b15/844
I would like to thank Seeking Alpha's editorial staff for giving me a start in this profession. In particular I would like to thank George Moriarty and Eli Hoffman.
I will contribute still to Seeking Alpha from time to time as the opportunity presents itself.
The picture is a young man pole-vaulting a bull in Pamplona, Spain, as part of the festivities around the annual running of the bulls. "Play with the bull, avoid the horns."
Financial Analyst for Mutual Fund Investor Guide; currently living in Beijing, China. Previously worked as a financial analyst for for Fidelity Independent Adviser, Dion Money Management. Articles written have appeared on CNBC.com, Yahoo Finance, theStreet.com and Seeking Alpha.
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
Nicholas Pardini is the managing partner of the equity long/short hedge fund Nomadic Capital Partners. The fund specializes in commodities, emerging market consumer equities, and equities in the the global technology sector. His research and live trade updates are also found on his investment newsletter The Pardini Report (http://pardinireports.com) .
He graduated from UC Santa Barbara with an economics degree in three years. Before launching Nomadic Capital Partners in January of 2011, he worked as a proprietary trader at Wedbush Securities and attended a Masters in Finance program at Villanova. His investment specialty is in top down macro based fundamental analysis of equities and the global economy.
Nicholas has also published portions of Nomadic's research on leading investment commentary website Seeking Alpha. His analysis has been mentioned on prominent media outlets such as USA Today, NHK, CBS News, CNBC.com, and ZeroHedge.
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Caiman Valores is a Colombian investment consultancy operated by Matt Smith who has over a decade of experience in investment management. He speaks Spanish, has travelled extensively through South America and now lives in Medellin Colombia. His approach to investment analysis relies on gaining a fundamental understanding of the company and then applying a macro-economic overlay. Matt has over two decades of experience in investing and working within investment management and high net worth banking.
He earned a Master of Business Law from the University of Sydney, a Master of Arts in International Relations and a Bachelor Degree in Political Science and Economics from the University of New South Wales.
Please feel free to contact him if you have questions regarding investments, writing, or speaking opportunities via email at firstname.lastname@example.org.
Capitalist Exploits is a team of globe-trotting professionals dedicated to seeking out and investing into unique, undiscovered, and profitable opportunities worldwide. This could be an asymmetric trading opportunity in the global currency markets, seeding a tech startup in Israel, or co-investing into a bespoke private equity deal in Ghana!
Our team lives and spends time in several different countries, on several different continents. Although we all come from different cultural backgrounds and parts of this great ball of dirt hurtling through space, in today’s world this matters little, as our values and mission are all aligned.
I'm an American (EEUU) by birth, but certainly a mutt by ethnicity. I prefer the Southern Hemisphere nowadays, and I try to spend time on at least 3 continents per year, in more than a few different countries. While there I explore intriguing social, investment, business and lifestyle opportunities.
I've been involved in everything from hydroponic farming operations in the tropics, to Internet marketing. I've tried my hand as a "professional" stock trader, financed start-ups, traded bananas in Peru, real estate in Panama, high-finance in Uruguay and worked with one of the first Vietnamese companies to list its shares publicly.
I enjoy travel, but much prefer the Four Season’s to a hut among the natives – unless they’re friendly. I plan to continue traveling, exploring and digesting as much culture and diversity as I can handle. My next adventure will likely be a small, self-sustaining community somewhere far away from the madness that is most of the world. If you’re lucky I’ll tell you where it is.
Steinway Capital Inc is a New York based proprietary investment research firm with a focus on opportunistic long-term investments. The firm focuses on spin-off related investment strategies, distressed and post distressed investments, and event driven special situation investments. Steinway Capital Inc. pursues no fixed methodology and is selective in its ongoing coverage targets.
Prior to founding Steinway Capital in 2004, Christopher Schulz was for 5 years a Senior Analyst at Horizon Asset Management Inc/New York (a $15 billion asset management firm with hedge funds, mutual funds and managed accounts run by Murray Stahl and Steven Bregman, now known as Horizon Kinetics LLC). At Horizon, he was in charge of The Spin-Off Report, which during his tenure gathered a cumulative track record of 120%. Steinway Capital Inc advises institutional investors, family offices and self-directed affluent investors through written research and verbal consultation, and does not manage client assets.
In addition to his Wall Street advisory activity, Christopher Schulz has 7 years of operational background in hotel audit at Sheraton, market research for Isopublic/Gallup, and various chemical laboratory testing/quality control assignments at Leica Geosystems, Rhone-Poulenc and SFS Intec/SFS Holding.