I am an individual, self-taught investor with a Masters in Economics. I like playing with data and mostly focus on finding companies that are undervalued and provide good opportunities for investment, but at times will also look into high growth companies with compelling stories despite their valuations.Please note that I am not a professional financial adviser and anything I write or post is not professional investment advice. You must always do your own research or consult your financial adviser before investing.
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I apologize to investors who follow my articles, but I don't currently plan to resume any involvement with SA, though that may eventually change, if the site ever implements/enforces deterrents to web stalkers. For now, I only publicly share opinions on stocks via Twitter, StockTwits, etc. The rest of what follows is my normal profile, so I won't have to rewrite it, should I ever continue posting on SA. Best of luck investing. Cheers. I run a small family office managing long-term portfolios and special projects beyond the capital markets. I'm fortunate to have worked for a NYSE-traded financial firm for the decade through 2010, but I am not an adviser, my articles only share our investing actions/opinions, and they are not investment advice. Proof is in the pudding, so here are our stock portfolio returns from the most recent five years: 2011 +37%, 2012 +32%, 2013 +52%, 2014 +11%, 2015 +14%, 2016 +37% (those are only capital gains, but all except 2 out of ~25 holdings pay dividends). Returns are moderating as expected, since most all positions were rebuilt/opened in 2010-2012 at extreme undervaluation levels, yet only 1-3 new positions are opened in each more recent year at moderate undervaluation levels. I also trade around our core positions for short-term profits, but I do not include trade gains in portfolio return tracking, and my articles are strictly about long-term investing. My investing career started in the 1980s, and the transition to full-time was finalized in 2009. I only list returns from 2012 because that's when I became most active on SA, and the stock calls that led to those results can be verified here. For 2008-2011, my focus was shorter-term trades, which made total annual returns harder to tally, so without wasting time backtracking, I can only say returns were worthwhile. For most years prior, I was a blue-chip-only, buy-and-hold guy, which also worked well, so I still own most of those stocks in accounts separate from our actively-managed portfolios.
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.
The stock market is an incredibly interesting and dynamic puzzle that continues to draw me in like a game of chess where every few moves your opponent changes and parts of the board are obscured.
The investment models I design are typically used by family offices, hedge funds, brokerages and single investors. If you are interested in developing a certain model and want to throw a few ideas around, you are most welcome to contact me without feeling pressure or obligation.
My other passion is volunteering with the deaf. My wife and I moved to Malawi Africa from 2014 to 2016 where we learned Malawi Sign Language.
Alan Brochstein, CFA, was the first investment professional to devote himself to sharing his observations about the cannabis industry from an investor's perspective publicly. He runs 420 Investor, a subscription-based due diligence platform for investors interested in the publicly-traded cannabis stocks and is also the founder of New Cannabis Ventures, a content aggregation site focused on investors and entrepreneurs in the cannabis industry.
Alan has worked in the securities industry since 1986, primarily with the responsibility for managing investments in institutional environments until he founded AB Analytical Services in 2007 in order to provide independent research and consulting to registered investment advisors. In addition to advising several different hedge funds and investment managers, including Friedberg Investment Management, where he participated as a member of its investment management committee, Alan was also a senior analyst for the independent research firm Management CV. In 2008, he began providing a first-of-its-kind subscription-based service for individual investors, Invest By Model, which offered two different portfolios that investors could replicate in their own accounts for $20 per month. Alan also offered The Analytical Trader at Marketfy, where he used fundamental and technical analysis in a disciplined process to offer specific trade ideas geared towards swing traders.
Alan launched www.420Investor.com in late 2013 as the premier source of information for "Green Rush" investors seeking to capitalize on the proliferation of legalized medical and recreational cannabis. In March 2014, Alan, who is a member of the National Cannabis Industry Association, began to focus solely on the cannabis sector. He launched www.NewCannabisVentures.com in late 2015.
You can follow Alan on Facebook (www.facebook.com/420investor) or on Twitter (https://twitter.com/Invest420). Alan also moderates a large LinkedIn group focused on the cannabis industry, Cannabis Investors & Entrepreneurs (https://www.linkedin.com/groups/6523904)
Electrical engineer who discovered a passion for stock investing. Interested in value investing, particularly event driven value investing opportunities. Also interested in growth stocks with moats and long runways, as well as, shorting stocks of companies based on fundamentals, business model, and quality of the management.
Disclaimer: Please perform your own due diligence and consult your investment advisor before taking a position. No information published by this author should be considered as a formal investment recommendation.