Jay Somaney is a partner and fund manager with TSG Capital Partners, a hedge fund based in Plano, Texas and writes Jay’s “So Money” Trading Diary on StockuVerse.com . Jay Somaney currently manages TSG Tech Fund, a hedge fund focused on the shares of companies involved in the Internet and related technology. Prior to that, Somaney worked on the sell side as a tech and telecom analyst. Before that, he was a fund manager and partner with SMS International, a hedge fund specializing in tech investments in the Far East (non-Japan). Jay holds a Master's in Business Administration from the University of Texas. Jay has been writing and making stock/options recommendations since the early days of the internet and has written articles for various financial websites like marketwatch.com, realmoney.com, streetinsight.com, street.com, globaltechstocks.com, bloomberg.com. Jay was also Wall Street Journal's (California Edition) Tech stock analyst of the year in 1997. Jay also currently is the founder of www.stockuverse.com, a financial services site that focuses on specific trade recommendations via stocks and options in the tech, internet, IT and telecom sectors. Jay has been quoted in most major financial newspapers across the world including The Wall Street Journal, Dallas Morning News San Antonio Journal, Austin Statesmen, Barrons, LA Times, Mercury News, Economic Times of India, Times of India et al.
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.
SkyTides focuses on deep due diligence research of over-hyped stocks, outright stock frauds and public company individuals of questionable character. We use financial analytics, market research, expert opinions, accounting review, litigation review and other investigative methods, to make our case.
"In investing, what is comfortable is rarely profitable." - Robert Arnott
I am a "Value" and "Growth" retail investor, looking for opportunities in emerging and undervalued stocks, often counter to conventional thought. I use fundamentals to back up my argument, and also like to point out stocks which I believe to be overvalued. I have enjoyed nice gains from using my strategies, finding value in Research in Motion, SuperValue, ZipCar, and ClearWire (before they all jumped 60% or more). I have been actively trading for more than half a decade, studying mostly stocks. Having the privilege of living in New York, I have attended investor conferences, and sector exhibitions - I am particularly interested in the technological sector. Being a small business owner, I like to see first hand how certain stocks affect their consumers, by doing research in the public and on eBay (where I sell some of my inventory). There are always good investments, and I try to find them through both growth, opportunity, and value.
started trading at 12.
traded on the P coast option floor at 18/
Put myself through college on trading profits.
Wrote theoretical value options trading programs at UCB.
CFA trained and focused on modified DCF models of high price/revenue multiple companies
Focusing on the 10 traits that justify 10x companies.
Product-centric investor and lover of great products and services.
Built several companies with successful exits.
product launch advisor to start-ups in Silicon Valley
consultant and collaborator on innovative ways to find unique investing insights through technology
I live in beautiful British Columbia! As an outdoor enthusiast raised by an uncle and a father who were avid BC outdoors people, BC is a perfect home for myself. My uncle a geologist travelled around the province for his work, and sometimes took an excited me with him, to go on adventures! He had a great regard for geology, investing, sustainable resource development, was involved in the development and success of several British Columbia mining projects and he loved and admired BC wildlife! A percentage of his capital gains he donated to wildlife rehabilitation centres throughout BC, a tradition I continue. He had a marvellous collection of wildlife photos, including photos of very shy/elusive, gorgeous animals such as the lynx. Today I continue his tradition of donating some of my investment proceeds, for wildlife conservation/rehab ie. injured animals or for instance orphaned bear cubs from sports hunting, which is primarily hunting animals for fun (it is illegal in several nations i.e. Kenya, Botswana, Costa Rica...) not sustenance. In my spare time I actively research companies seeking value added opportunities in well managed companies with growing EPS, whose management is shareholder friendly, ie. dividends but also invests in innovation and R&D for future growth. I also consider sustainability practices such as in house recycling and other responsible/progressive practices. I studied economics and environmental science at Simon Fraser Univ. and have worked in venture capital lending for new technology start-ups in BC. Due to a personal commitment to ongoing learning I often upgrade my work skills, take more courses ect... and personal development workshops. I like to inspire others to do the same. I like researching and the due diligence process of selecting stocks to trade/invest in however I do have a very focused outlook on long-term profitability and dividend growth. I hold or have held shares in Apple, Hains, Micron, Lennar, Delta Airways, Wells Fargo, Whole Foods and many others. Financial health is important but so is physical/emotional health to overall wellness, so please all remember to exercise regularly it is fun, eat healthy, and drink lots of water. When you are healthier your cognition improves, ie. exercise increases blood and oxygen flow to the brain key for clear thinking. The key is research, facts and learning from other people such as other traders and investors on Seeking Alpha. All the best! Erica Denison
Many industries over the years, positions range from Engineer to Investment valuation work and commercial strategy. The last several years focused on valuation of investment initiatives within Biotech, and Acquisition Integration.