Arihaan Capital is a value-oriented investment partnership modeled along the Buffett Partnerships. The investment philosophy is rooted in deep fundamental analysis which enables Arihaan Capital to run a concentrated long/short portfolio of global equities. As of the publication date of articles submitted, Arihaan Capital may have long or short equity positions in the companies covered.
Have invested for over 15 years in US and Asian equities, and have always enjoyed reading and discussing quality companies. My daily read includes John Hempton, Jeff Matthews, Prof. Damodaran and others on the too-rare occasion when they post. I prefer FT over WSJ. I still haven't finished Graham and Dodd's Security Analysis but thumb through it often!
Exceptional investment returns are generated when consensus expectations rely on assumptions that are either flawed or irrelevant. Footnote Finder is a value investor that believes that market inefficiencies such as these can be discovered through a careful reading of financial statements.
Through in depth, due diligence, DisruptorSeeker hopes to uncover hidden opportunities in the small and micro cap space. DisruptorSeeker has learned, however, that many of what look like gems on the surface often have coal underneath the shiny facade. As a result, DisruptorSeeker is happy to look at both long and short candidates.
DisruptorSeeker looks for truly transformative technology, good management with incentive aligned with shareholders, and near term catalysts for realizing a market beating return.
Adam Gefvert is the head researcher for White Diamond Research, a research firm for hedge funds and high net worth individuals. Primarily a short seller, he has saved investors millions of dollars by exposing highly overvalued small cap stocks. He has a 90%+ success rate with his Seeking Alpha short ideas. He specializes in technology, energy, and biotech stocks, because those are the sectors with the greatest valuation inefficiencies.
You can follow Adam on twitter @shiningboy
Brian Harper, CFA is Chief Investment Officer of Harper Asset Management, LLC, which he founded in 2001. Harper Asset Management is a value-oriented investment manager, primarily managing separate accounts for high net worth individuals. Visit us at www.harperasset.com.
Harper Asset Mgmt operates a bottom-up, fundamental, research intensive approach to investing. We focus primarily on value, special-situation, and micro-cap issues.
Copperfield Research is the pseudonym of a research team focusing on publicly traded equities. As of the publication date of our articles, we may have long or short equity positions in the companies covered. We do not discuss unpublished reports, or provide any advanced warning of future reports to others. Due to the danger of retaliation, our reports are written under a pseudonym. Please read our Disclaimer on the front page of every opinion piece before reading any of the material.