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J Mintzmyer
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J Mintzmyer is the founder of Value Investor's Edge, a top-ranked research service on Seeking Alpha with primary focus on global shipping and trade. J is a CFA candidate and investment enthusiast who utilizes Seeking Alpha to provide an open exchange of both trading and investment ideas. J has... More
My company:
Mintzmyer Investments LLC
My blog:
Twitter Live Trades
View J Mintzmyer's Instablogs on:
  • 4th Month Of Value Investor's Edge

    The following report covers performance and feedback for Value Investor's Edge thus far in 2015. Officially launched on May 5th, 2015, we are now in the midst of our 4th month of service on Seeking Alpha.

    I celebrated my 4th anniversary as a Seeking Alpha contributor in late July, and just recently cracked the '2000 Follower' mark. I have enjoyed my time here on Seeking Alpha and I have learned so much under the guidance of countless investors and traders. I hope that my contributions to the communtity over the next 4 years will be significant enough to help "pay forward" the growth and knowledge that I have received here.

    Strong User Growth

    Although beginning with a smaller core user base, the research service growth has been fantastic, with Value Investor's Edge recently cracking the Top 5 (of 50) premium research services. Membership has grown steadily over each month, with a 2x (100%) growth into June and another 2x into July, followed by nearly another 2x in just the past 2 weeks.

    Growing the community is significant because it actually improves the value of this research service. Members are able to interact with each other and can ask more focused questions on the relevant research. I am also able to find new ideas as some of my subscribers desire enhanced due diligence on some of their favorite holdings. I have been able to save a few of my subscribers enormous amounts of money by exposing risks in certain entities.

    User Satisfaction

    Over the past 4 months, market returns have been very impressive for the 'top ideas,' and the underlying exclusive reserach library continues to grow. The research service sometimes uncovers dramatic market mispricings, while also providing reports and insights into the broader market. During some weeks, there are no attractive trades- other weeks have several opportunities. I thrive in volatile markets, and recent events have created multiple buying and trading opportunities. I present frequent income plays, common equity plays, and a variety of options for those who really wish to push the risk/reward meter.

    I currently enjoy 100% subscriber satisfaction, but am always welcome to improvements and changes. This service is for my subscribers, and I work to steadily enhance the quality/experience. My primary income is from by 'day-job', then followed by my investing and trading gains. Although my service has seen phenomenal growth, currently ranked #5 of 50 offerings on Seeking Alpha, I have made much more money in my trades than I do from this service. As I've said before, if I made more money from writing than I did from trading/investing, then I'd probably not be offering much value and subscribers would be better served by moving on.

    Always ask yourself that when considering paying for research or "ideas." How good is this person? Does he/she make money investing/trading or are they really just good writers or a good salesperson. There's nothing wrong with paying for entertainment, but my subscribers aren't here for gimmicks, we're here to profit from market assymetries. I do my best to provide a variety of trade options and income vs. growth approaches to cater to a wide audience, but I personally have a very high tolerance for "acceptable risk."

    Acceptable risk is risk that results in a strong expected value. For example: "Bet $100, and if you roll evens you triple your money. If you roll odds, you lose your money." That's certainly a risky bet, but the expected value is $150 ($300 X 50% + $0 X 50%), and it only costs $100 to 'play.' That's a risky bet with "acceptable" or "attractive" risk.

    Transparent Performance Tracking

    I post all of my trades on Twitter and Seeking Alpha Stocktalks, but I delay them by 24-48 hours to allow subscribers to enter positions that might be otherwise crowded out. I typically post all of my sells in a live environment, but I am considering a 24-hour delay period there as well.

    TipRanks tracks all of my official public ideas, and I am currently ranked in the global top 2% for 1-year performance, with even higher metrics for 2-year performance.

    An example of some recent trade notes that subscribers will continue to see:

    (click to enlarge)

    An example of my exits- publicly transparent and corregraphed to subscribers:

    Finding Market Disconnects with Conviction Ideas

    My top idea for March was Nordic American Tankers (NYSE:NAT)- $10. Top idea for April was Frontline (NYSE:FRO)- $2.30. Top idea for May was Frontline, $2.50-$2.95.Top idea for June was Navios Maritime Acquistion- $3.38. Top idea for July was Ardmore Shipping- $12.30. My idea for August was recently shared with my subscribers and Seeking Alpha editor's have selected to publish it as an official 'Top Idea' and it will be available for a limited 30 day window starting tomorrow.

    Sample of Reviews

    The best part of this subscription service is that I thoroughly enjoy participating. I have been blessed with subscribers who value the service, and who have been very patient with growth transitions. Here are a few of the recent reviews- so far 100% of feedback has strongly positive.

    Any further questions?

    Leave a comment, or send a message! Follow this link to sign up for Value Investor's Edge. As always, I offer the guarantee that subscribers can cancel at any time and receive a 100% refund for unused time. Over the past 3 months, despite this generous guarantee, my retention rate is close to 95%.

    Aug 11 11:28 AM | Link | Comment!
  • 8 Hours Left To Join Value Investor's Edge

    The following report covers performance and feedback for Value Investor's Edge thus far in 2015. Officially launched on May 5th, 2015- all members who join within the first 3 months are guaranteed a rate of $249/yr. I've seen a remarkable surge in memberships over the past 2-3 days, don't be left out if you are sitting on the fence. You can always lock in the rate and cancel later if you change your mind. I'm confident that you won't. 95% of subscribers have stayed on board after previewing the content.

    Eight Hours Left

    On midnight EST of August 4th, the annual subscriber fee for Value Investor's Edge will increase from $249/yr to $600/yr. This isn't a "last chance gimmick" as I firstannounced the price increaseback in mid June. I am offering all of my initial charter members lifetime (of service) price guarantees at the initial rate of $249/yr. This guarantee will continue for future members, but will of course be set at the $600/yr level. I offer a full refund of unused time, so don't view the "year" as a lock-in, but rather a rate. I am confident that subscribers will find the value of this research service pays for itself in just a few weeks- especially if you are focused in the shipping industry.

    Steady Growth and User Satisfaction

    Over the past month, net membership has more than doubled, and market returns have been very impressive for the 'top ideas.' I offer a research service that sometimes uncovers dramatic market mispricings, but typically just provides reports and insights into the market. Some weeks there are no attractive trades, other weeks there might be several. I thrive in volatile markets, and recent events have created multiple buying and trading opportunities. I present frequent income plays, common equity plays, and a variety of options for those who really wish to push the risk/reward meter.

    I currently enjoy 100% subscriber satisfaction, but am always welcome to improvements and changes. This service is for my subscribers, and I work to steadily enhance the quality/experience. My primary income is from by 'day-job', then followed by my investing and trading gains. Although my service has seen phenomenal growth,currently ranked #7 of 52 offerings on Seeking Alpha, I have made much more money in my trades than I do from this service. As I've said before, if I made more money from writing than I did from trading/investing, then I'd probably not be offering much value and subscribers would be better served by moving on.

    Always ask yourself that when considering paying for research or "ideas." How good is this person? Does he/she make money investing/trading or are they really just good writers or a good salesperson. There's nothing wrong with paying for entertainment, butmy subscribers aren't here for gimmicks, we're here to profit from market assymetries. I provide a variety of risk-level and income vs. growth options to cater to a wide need from investors.

    Transparent Performance Tracking

    I post all of my trades on Twitter and Seeking Alpha Stocktalks, but I delay them by 24-48 hours to allow subscribers to enter positions that might be otherwise crowded out. I typically post all of my sells in a live environment, but I am considering a 24-hour delay period there as well.

    TipRanks tracks all of my official public ideas, and I am currently ranked in the global top 2% for 1-year performance, with even higher metrics for 2-year performance.

    An example of some recent trade notes that subscribers will continue to see:

    (click to enlarge)

    An example of my exits- publicly transparent and corregraphed to subscribers:

    Finding Market Disconnects with Conviction Ideas

    My top idea for March was Nordic American Tankers (NYSE:NAT)- $10. Top idea for April was Frontline (NYSE:FRO)- $2.30. Top idea for May was Frontline, $2.50-$2.95.Top idea for June was Navios Maritime Acquistion- $3.38. Top idea for July was Ardmore Shipping- $12.30. Top idea for August is...

    Sample of Reviews

    The best part of this subscription service is that I thoroughly enjoy participating. I have been blessed with subscribers who value the service, and who have been very patient with growth transitions. Here are a few of the recent reviews- so far 100% of feedback has strongly positive.

    Any further questions?

    Leave a comment, or send a message! Follow this link to sign up for Value Investor's Edge within the next 2 weeks to lock-in the $249/yr pricing. As always, I offer the guarantee that subscribers can cancel at any time and receive a 100% refund for unused time. Over the past 3 months, despite this generous guarantee, my retention rate is well over 90%.

    Aug 04 4:28 PM | Link | Comment!
  • Last Chance To Join Value Investor's Edge (At $249/yr)

    The following report covers performance and feedback for Value Investor's Edge thus far in 2015. Officially launched on May 5th, 2015- all members who join within the first 3 months are guaranteed a rate of $249/yr.

    Two Days Left

    On midnight EST of August 4th, the annual subscriber fee for Value Investor's Edge will increase from $249/yr to $600/yr. This isn't a "last chance gimmick" as I first announced the price increaseback in mid June. I am offering all of my initial charter members lifetime (of service) price guarantees at the initial rate of $249/yr. This guarantee will continue for future members, but will of course be set at the $600/yr level. I offer a full refund of unused time, so don't view the "year" as a lock-in, but rather a rate. I am confident that subscribers will find the value of this research service pays for itself in just a few weeks- especially if you are focused in the shipping industry.

    Steady Growth and User Satisfaction

    Over the past month, net membership has more than doubled, and market returns have been very impressive for the 'top ideas.' I offer a research service that sometimes uncovers dramatic market mispricings, but typically just provides reports and insights into the market. Some weeks there are no attractive trades, other weeks there might be several. I thrive in volatile markets, and recent events have created multiple buying and trading opportunities. I present frequent income plays, common equity plays, and a variety of options for those who really wish to push the risk/reward meter.

    I currently enjoy 100% subscriber satisfaction, but am always welcome to improvements and changes. This service is for my subscribers, and I work to steadily enhance the quality/experience. My primary income is from by 'day-job', then followed by my investing and trading gains. Although my service has seen phenomenal growth, currently ranked #7 of 52 offerings on Seeking Alpha, I have made much more money in my trades than I do from this service. As I've said before, if I made more money from writing than I did from trading/investing, then I'd probably not be offering much value and subscribers would be better served by moving on.

    Always ask yourself that when considering paying for research or "ideas." How good is this person? Does he/she make money investing/trading or are they really just good writers or a good salesperson. There's nothing wrong with paying for entertainment, but my subscribers aren't here for gimmicks, we're here to profit from market assymetries. I provide a variety of risk-level and income vs. growth options to cater to a wide need from investors.

    Transparent Performance Tracking

    I post all of my trades on Twitter and Seeking Alpha Stocktalks, but I delay them by 24-48 hours to allow subscribers to enter positions that might be otherwise crowded out. I typically post all of my sells in a live environment, but I am considering a 24-hour delay period there as well.

    TipRanks tracks all of my official public ideas, and I am currently ranked in the global top 2% for 1-year performance, with even higher metrics for 2-year performance.

    An example of some recent trade notes that subscribers will continue to see:

    (click to enlarge)

    An example of my exits- publicly transparent and corregraphed to subscribers:

    Finding Market Disconnects with Conviction Ideas

    My top idea for March was Nordic American Tankers (NYSE:NAT)- $10. Top idea for April was Frontline (NYSE:FRO)- $2.30. Top idea for May was Frontline, $2.50-$2.95. Top idea for June was Navios Maritime Acquistion- $3.38. Top idea for July was Ardmore Shipping- $12.30. Top idea for August is...

    Sample of Reviews

    The best part of this subscription service is that I thoroughly enjoy participating. I have been blessed with subscribers who value the service, and who have been very patient with growth transitions. Here are a few of the recent reviews- so far 100% of feedback has strongly positive.

    Any further questions?

    Leave a comment, or send a message! Follow this link to sign up for Value Investor's Edge within the next 2 weeks to lock-in the $249/yr pricing. As always, I offer the guarantee that subscribers can cancel at any time and receive a 100% refund for unused time. Over the past 3 months, despite this generous guarantee, my retention rate is well over 90%.

    Aug 03 11:10 AM | Link | Comment!
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  • Delay trade: long $SVXY today at $51.50, first bet I've ever placed on inverse volatility. Bearish on market, but like the pricing here.
    6 days ago
  • Delay trades: Added about 50% to $SBLK today at $2.31. Doubled $FCX at $10.92.
    6 days ago
  • 24-hr delay trade. Added extensively to $NM yesterday at $2.70. One of my largest positions now.
    6 days ago
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