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Analyst and Fund Manager with almost 20 years investment experience. Coverage includes a variety of industries, with a focus on technology.
Particularly focused on value stocks, poorly understood or under-followed situations, and contrarian perspectives.
Primarily invest in special situations with value that is poorly understood or not fully appreciated, or where we believe there is a highly asymetric risk/reward profile. Also look for long/short ideas in mid/larger cap names where we believe we have a variant view, and the market is dramatically mispricing value.
Follow me on Twitter @valinsights
Braeburn - It is crisp, without being hard, and very juicy. It snaps cleanly to the bite, and there is an immediate rush of strong apple flavors. The overall flavor is sharp and refreshing but with a good balance of sweetness and tartness, yet never sugary.
I am a 30 year old with a full time job working for state government. I am interested in retirement and dividend investing. I became interested in investing and personal finance following graduation from Graduate School where I earned an M.A. in Psychological Counseling. I learned about the concept of compounding in my early 20's and began contributing to a ROTH IRA at 23 and have continued to do so at the maximum amount.
I dabbled in Penny Stocks when I younger and while I did not lose money, it became clear to me that long term I could not be successful with such limited information regarding those companies.
I am a Dividend Growth Investor with interests in Small to Large Cap stocks. I hope to share and discuss my retirement moves, as well as my thoughts on current market conditions.
Self directed investor. I run my own investments via an online brokerage account and have been building retirement savings for many years at a brokerage house. Focused on investing carefully with an eye to total return (including return of principal) and proper asset allocation based on input from the writings of the many knowledgable writers on SA. Pimarily investing in non-taxable retirement accounts and always looking for both value (low PE/G ratio) and how to avoid or offset undue risks. That said, I am open to GARP, Dividend Growth, International, and contrarian investment approaches. Working towards a more concentrated portfolio over time to enhance returns. Some day I may write on SA.
Former big 4 auditor, currently working as an equity research analyst for a buy-side investment manager. Licensed CPA and Level III CFA Candidate.
Long-term buy and hold investor with an interest in micro-cap and small-cap value stocks as well as special situations investments.
John Morgan is the owner of Plaza Media Partners II. He is a journalist and media executive who began his career at United Press International (UPI) and Cable News Network (CNN). He has been a contributor to a range of financial news outlets including Newsmax's Moneynews.com, Midnight Trader, Street Authority, StockViews and MarketGrader. Morgan was the founder of the Entertainment News Wire and several prominent media sites including Adweek.com, Mediaweek.com and Billboard.com. He has held management positions at two successful VC-backed portfolio companies and is an active trader.
I attempt to observe the largest possible picture, from an historical and anthropological viewpoint, feeling that this viewpoint may produce the widest perspective in facilitating an understanding of developing and maturing business activity, which directly affects investment decisions.
It's a big planet, with a lot going on everywhere, and we live in the greatest acceleration of change in human history. The confluence of personal access to computational horsepower, unlimited information-sharing, and access to instant world-wide communication have already exceeded my science-fiction fantasies. We have already created the "World Brain". The best is yet to come!
Business owner for over 35 years now working less and investing more. Our company has grown from $1M in sales to $25M in that time. I have recently sold my shares as part of an exit strategy. My philosophy for success in life and business is based on creativity. As Albert Einstein once said, "Insanity: doing the same thing every day and expecting a different result."
I founded Seeking Alpha, and lead it for its first 10 years until I passed the CEO role to Eli Hoffmann. I started Seeking Alpha after working for five years as a technology research analyst for Morgan Stanley in New York. Seeking Alpha is now the dominant crowdsourced equity research platform.
I wrote the ETF Investment Guide (http://seekingalpha.com/article/15136-etf-investing-guide-one-page-summary-of-the-entire-guide), and I blog about startup best practices at http://davidjaxon.wordpress.com .
I have a B.A from Oxford University and an MSc from The London School of Economics, and am married with five children.
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.
Education: BA Economics
Experience: I am a lawyer by trade, but have been studying economics and public companies for more than 20 years. I manage family retirement funds.
Disclosure: My articles and comments are solely my opinion, not an investment recommendation or solicitation, and may not represent the views of my employer(s), associates, or other related parties. No guarantees made to accuracy or completeness. I may be long or short in the companies mentioned, and may change my position at any time for any reason. Please do your own due diligence before making any investment. My opinions on Seeking Alpha contain information from numerous sources including, but not limited, to financial statements and other data. This data may not be correct. I advise you to double check the data and information before making any decision on purchasing or selling shares of the equities mentioned. I make no guarantees or warranties as to the accuracy of data or information used in my opinions.
Iam a very astute and avid investor with over 40 years experience. Started with very little and have managed to amass a very large portfolio. Also a very seasoned and experienced bond buyer. Always searching for the next "Grand Slam Homerun".