Ian’s Insider Corner research focuses primarily on long-term dividend-paying companies with stable and reliable growth, stocks suitable for individual retirement accounts. Ian also looks for “niche” shorter-term trading opportunities, and coverage. During the 3-years Ian worked at Kerrisdale Capital, the New York-based activist hedge fund had great success exposing fraudulent companies. Kerrisdale Capital returned almost 200% in 2011, and more than 300% in total. Ian Bezek offers in-depth coverage of all the stocks in his “IMF” portfolio.
My interest for investing began with a business class as a Freshman in high school, and I received my bachelors degree in finance from the University of Illinois at Urbana-Champaign in 2016. I began investing with a small sum in 2010, and I have continued to manage my portfolio to this day.
I have come to Seeking Alpha because not only do I like investing, but I also enjoy being a student of business and finance. Anyone can report on the news, but It is much harder to come up with thoughtful and relevant analysis. I saw that opportunity on Seeking Alpha when I first came here in 2015, and I am looking forward to be able to contribute.
I am confident that my analytical writing (and reading other authors' work) will make me a better investor, and by becoming a better investor I will become a better writer.
Ensemble Capital Management, LLC is based in Burlingame, California, midway between Silicon Valley and San Francisco. We provide families both traditional investment management and a unique, specialized approach to advancing their philanthropic interests. We offer customized portfolio management services and unparalleled client service. Our goal is to help our clients enhance both their wealth and their peace of mind.
Liberty Street Research has experience in financial analysis and performs intensive due diligence, focusing primarily on North American equities. Please refer to the “Additional Disclosures” section of our published articles for more information.
At no point consider me an expert in anything. Science background, stints at various universities, the last being famous for economics, led to a career in the financial markets with postings around the world. 25 years of market experience does not make me an expert, it makes me a sanguine cynic towards beliefs peddled by others for their own benefit. I rather believe in building up one's own framework of economic, trading and personal values from first principles and experiences. Don't trust anyone trying to sell you a story, least of all me.
I've been in mutual funds & small baskets of stocks for 25 years, much more disciplined than good, but happy to say I'm still solvent and growing the nest egg. Trying to engineer a soft landing for the retirement portfolio by focusing more on dividend stalwarts, sans the heart-stopping swoons of the past.
Managing a small long/short portfolio while preparing for the third level of the CFA Institute program. I am a firm proponent of the concentration and dynamic asset allocation. I believe investor can consistently outperform the market as long as the necessary time and efforts are dedicated.
SeekingAlpha is not and should never be Buzzfeed. Quality over quantity.
My #1 viewed article as "Author's pick"
Hello! I am a financial info producer. The more money I help you collect by sharing my opinion here, the more folks will be available and aware of my talents and application to invest in a fund I create in the future.
You are an intelligent investor, market observer, and participant. The writings which make up my published portfolio of articles and comments are intended to aid you in your ability to earn money through good decision making and right action. I have participated and ran small businesses since I was a teenager. Therefore, My goal is to bring the insights gained on the ground floor and through constant study in all aspects of business big and small to you in my writing. My personal investment strategy is to take research and gut instinct-based positions with limited downside and large multiples available on the upside. I regularly churn through companies as I hunt for opportunities to make 150%-2000%+ returns on a given investment.
Lateral Capital Management, Inc. (“LCMI”) is a long/short credit & equity fund focussed on market pricing inefficiencies in North America and Australia/NZ.
While open to investment opportunities across all industry sectors and within all issuer size ranges, we have, historically, found more egregious market pricing inefficiencies in small cap stocks and in the energy, financial institution and healthcare sectors.
Follow us @lateralcapital on Twitter or access our free presentations and trading algorithms at www.lateralcap.com.
Elazar Advisors captures critical data sets to identify important moves in the most traded market securities (SPY, USO, GLD, TLT, among others).
We are excited about the recent launch of our new "daily" in Pro Trader.
The "daily" since launched Jan 17th, 2017: + 1.24% through Feb 16th, '17
The "daily" is suitable for shorter term multi-day traders or portfolio manager hedging.
The "multi-week" since launched July 2016 to Feb 10, 2017: Bonds +13.5%, Gold + 15.8%, Oil -2%, S&P 500 -2.3%
$129/mo going up to $150 March 1st, 2017.
All performance metrics are unaudited and exclude relevant transaction costs. Past performance is not a predictor of future performance.
All investments have many risks and can lose principal in the short and long term. This service is for information purposes only. By using this service you agree, understand and accept that you take upon yourself all responsibility for all of your investment decisions and to do your own work and hold Elazar Advisors, LLC, and their related parties harmless. Model portfolio trades and positions are hypothetical to be used for directional analysis and ratings purposes. In cases where Elazar Advisors, LLC or for its clients directly hold those positions an extra disclosure will be given in the Seeking Alpha disclosure section at the bottom of the report.
I use value investing methods of analysis to search out undervalued companies using a combination of financial analysis and a qualitative assessment of management, industry & company fundamentals and circumstances to evaluate the odds of a successful investment. Emphasis is currently on consumer non-durables with strong brands and market shares, but there is no limit to such investments only. Past investments have included oil companies, consumer retail and consumer durables.
----->Top Idea #1: Zooplus, publ. Oct. 24th 2014, return since: +116.3%
----->Top Idea #2: Coca-Cola Bottling Co., publ. May 20th 2015, return: +72%
(calculated as of Sept 30th 2015)
I try to generate a couple of high probability ideas (2-3) every year and take very concentrated positions based on those ideas. Over the past 8 years this strategy has generated a 22,87% compounded average return net of all costs and taxes on my investment portfolio, with the strongest returns mostly during the past five years.
Current sectors under coverage by me at Seeking Alpha:
-personal & household goods
Disclaimer: all investment analyses and information written and published by me, as well as all comments, should not be considered as investment advice or used as such. All readers are strongly urged to perform their own research and due diligence on the equity shares and other investment products I have written about. I have no business or any other forms of relationship with the companies featured in my analyses, unless explicitly stated so in the article disclaimer.
September on the Henry's Fork is magical. Early in the month you can get some terrestrial action at Harriman Park. The mahogany duns come off in September, and midges and blue winged olives are aplenty just about everywhere. The daytime weather is warm and sunny, and the nights are cool as it heads towards fall.
I enjoy fishing the entire river, but my favorite stretch is from just above the Highway 20 bridge down to the Fun Farm. There's a big flat rock a bit above the bridge where you can stand and cast to rising fish when the water drops. I once stood there and caught about 50 in an afternoon. There wasn't one above 10 inches, but I didn't care. The weather was beautiful and I was alone on my rock.
My wife and I moved from Southeast Idaho in 2011. Now I fish the Henry's and the South Fork of the Snake when I go back to visit. It's a great place to be during the summer and fall, but I don't enjoy living in a cold weather climate, and we now live in the Southwest.
I realize this profile so far has been about fishing, not investing. To that I say that fishing is a big part of my life, so it's part of my profile.
Fishing is like investing. You have to be patient and be able to adapt to changing conditions, but you also have to have specific knowledge and good technique. I can say with confidence and without arrogance that, at least on my own waters, I'm a good fisherman. I hope to use the same skillset to become a good investor.
I started out my working career after I received a degree in Business Admin. I got a CPA certificate and worked as an auditor for a couple of years, then went into the insurance industry.
In my early 30's I started work as a support contractor to the Department of Energy. I spent most of that time in Idaho, then moved to Tennessee in 2011. As far as what I actually did, I spent my time in support funtions - Internal Audit, Finance, Program Management and Project Controls.
Somehow wherever I was, I seemed to be the guy that got stuck with the job no one else wanted, usually because no one could figure it out. It was usually something like "we haven't reconciled this bank account since we started issuing 12,000 checks per month over a year ago. Can you do it?" Or, "we're setting up service centers on our new integrated accounting system. Are you up for that?"
I always was, and I was somehow able to stay employed for a long time. Now I'm not. I spend a lot of time on Seeking Alpha looking for interesting ways to help me manage our money better. I've made plenty of mistakes, although lately I feel better about the results. Maybe I'm getting better at reading the investment waters.
When I'm not managing our money, my wife and I spend a lot of time riding our bikes, walking, and enjoying our time together.
The picture was taken at the Warm River boat launch. There's a concrete box across the river from the launch, and my friend Schubert took this picture of me and my grandson Sam standing on it. Sam's now 15 and as tall as me, but I have fond memories of that day and will always treasure this photo.
Phil Timyan is a private investor and hedge fund manager with over 25 years professional experience in community bank stock investment and shareholder activism.
Over the years, Timyan has filed 13-Ds in ALGC, HRTB, FSVB, GSLA, RFSV, COMB, and RYFL. In 2003, he helped recap COMB by buying a 9.9% stake and joining their Board until its sale in 2006 to SUPR. He is currently serving on the boards of RYFL and Royal Bank.
Since his graduation in the 1980s with a BA in General Business Administration and an MBA in Finance from Michigan State University, Timyan's career has included stints as a:
Registered Representative for Oppenheimer & Co in Chicago, IL
Securities Analyst for Feshbach Bros./Stockbridge Partners in Palo Alto, CA
Securities Analyst/Portfolio Manager for GW Ringoen & Co in San Francisco, CA
Founder of two hedge funds, Sands Point Partners LLC and Riggs Qualified Partners LLC
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Finsight Funds aims to bring a modern approach to investing by coupling data with the latest academic and proprietary research. In our interconnected world of Big Data, it should be easier than ever to identify trends and forces shaping markets.
I follow a blend of value and growth investing. The truly exceptional companies with great returns have growth ahead of them, but come at a value price.
I began investing in the stock market more than 10 years ago. I have experience working on the buy-side for a wealth management firm, a large asset management firm (which managed in excess of $50 billion) and a small hedge fund (AUM of $50m). I am a CFA Level 3 candidate for June 2017.
The purpose and mission for Finsight Funds is to help allocate financial resources where they can provide the most value to the world.
Part of the goal in writing for Seeking Alpha is to listen to and understand the readers to the research, thoughts, and ideas that are presented.
"He who listens becomes the master of what is profitable."
Recently, a reader asked about my anonymity. My response, which I feel is appropriate to share here, was:
"I have thought much about the distinction between myself as a PM and the institution I am founding; while I would love to have my institution accomplish a lot, I do not want resulting personal fame or attention. I would prefer to be out of the limelight. For those reasons, I have decided to promote the institution rather than myself."
After 47 years in the financial markets, Robert P. Balan has retired. Education in mining engineering, computer science, finance, and training in economics led to a commodity analysis career during the commodity boom of the early 1970s. Robert made a switch to global macro focus in the early 1980 when the commodity bull market waned, with specialization in foreign exchange. Robert wrote a very high profile daily FX analysis while Geneva-based in the mid-1980s (the first FX commentary with a real global readership, "most accessed" in the Reuters and Telerate networks from 1988 to 1994). He worked for Swiss Bank Corp and Union Bank of Switzerland (precursors of today’s new UBS) as head of technical research and as proprietary trader in various major finance centers (London, New York, and subsequently head of proprietary trading in Toronto, respectively) from late 1980s to mid-1990s. A stint at Bank of America as head of global technical research (in London and New York) followed in late 1990s to early 2000s. Robert did technical analysis for Saxo Bank (Denmark) in the mid-200s based in New York. He returned to Switzerland in 2004 as head of technical research and strategy, and FX and commodity market analyst for Swiss Life Asset Management in Zurich. He joined Diapason Commodities Management in 2008 as senior market strategist, and subsequently as Chief Market Strategist, utilizing fundamental macroeconomic drivers, and structural/technical data in modeling asset price and sector movements. Robert wrote a book on the Elliott Wave Principle in 1988, which was hailed by the London Society of Technical Analysts as “the best book ever written on the subject”. Robert is a member of the National Association for Business Economics (NABE), USA.