Sophocles, a Fulbright scholar and Chartered Financial Analyst, has over 15 years experience in the global financial markets. He manages institutional money based on his personal investment strategy (known as FatAlpha). He spent over 11 years at an award-winning London-based emerging markets hedge fund while was previously employed in the brokerage and investment banking industry. A strong believer in value investing, Sophocles is passionate about the markets and his pursuit of investment alpha. His strategy consists of combining quantitative models with his own qualitative analysis. Sophocles graduated from the University of Illinois at Urbana-Champaign with a double major in Economics and Finance.
Eric Nickolaison is a financial auditor who holds a BA in accounting and MBA. He provides investment analysis through Offshoot Investment Research on SA which focuses on equity spin-offs and event-driven deep value situations. Warren Buffet once said, "You have to turn over a lot of rocks to find those little anomalies", which can be prevalent in Offshoot Investment's areas of research.
Stock investors are always asking what is the catalyst for value to be realized? I originally thought like this which lead me to take too much risk. I now focus on being patient, controlling risk, and minimizing permanent capital losses. These steps have lead to significantly better returns. Even when there is no clear catalyst, an undervalued stock is eventually its own catalyst.
I think the benefits of communicating on Seeking Alpha are enormous. Many times I have a strong financial view of a company but do not understand the specific industry or industry competitive dynamics. I can often interact and read insightful comments from engineers, scientists, and technology experts. These experts offer great free advice and I try to add value in my specific areas of expertise. One area that I have been specifically helped is the energy sector.
While some investors are very negative of people who short, I view shorting stocks and posting factual information as noble. The focus of course is on truthfulness and accuracy of this information. Anyone who is posting rumors, lies, or other unscrupulous behavior (long or short) to manipulate a stock should be prosecuted to the fullest extent of the law.
I graduated from the University of Arizona in 2002 with a BS in Finance. From 2002-2006 I worked in the Wealth Management Group at Bank of America. I left Bank of America to manage family/friend money in long/short equity strategies. I also helped start-up two internet retail businesses.
I don't post much on twitter but think it is another great resource. I can be followed at https://twitter.com/jrhUofA
I currently live in Phoenix, AZ. If you live in the area and are a serious investor, please send me a note as I would be happy to meet and exchange our best ideas.
I deal with people - so I invest in people - positively and negatively. I like emerging products/tech that have corporate structures I trust and Market punished companies that have gone through corporate correction but remain stifled by over emotional reactions to their stock. Not as narrow a band of opportunities as you might think.
I defined myself as a value investor interested mainly in technology stocks but I also consider biotech, energy, basic materials and companies with a moat.
My strategy is to look for undervalued companies at a fire price with attractive risk/reward.
I tend to invest in short term trading opportunities via options but I also invest my money in long term opportunities to generate dividend income and growth.
Watchlist: *Tech: NVDA, AMD, INTC, DAIO, AAPL, FB, NFLX, AMZN, GOOGL, TWTR, BBRY, IBM, TUBE, LTRX, ELON, GRPN, TSLA, MATR, QCOM, SWKS, NXPI, GLUU, DATA, EVOL,
Others: CCJ, POT, DHT, CPLP, STNG, EURN, HLF, SNR, ALXN, GILD, PBR
"Be greedy when others are fearful and be fearful when others are greedy". Warren Buffett
Feel free to reach me at kasteelresearch (at) yahoo.com or via BBM, if you have any questions. Cheers!
I invest (technically) part-time, but I love the markets and immerse myself in them daily. I enjoy writing about my investment ideas as it helps me to organize my thoughts and I am happy to share if it helps others. I invite criticism as it will help sharpen my ideas, so please tell me where, in your opinion, I am going wrong.