Tom Waldo has several years of combined industry experience as a mechanical engineer in the Houston petro chemical space as well as equities research and energy trading. He is currently attending the Masters of Finance graduate program at Texas A&M University.
After a trial period writing for SA, it appears that the editorial policies favour short-term view articles with little relevance with the valuation of the company. To maximise my gains, I would have to write shorter non relevant articles. I am not going to do that, so I guess this is goodbye.
Well, that was fun while it lasted !
Jenny is the Founder & CEO of GradMoney (http://www.gradmoney.org) an investing education service/blog directed at simplifying the stock analysis process for young adults and novice investors.
Previously, she worked as a Senior Equity Research Analyst at Wall Street Strategies, Inc. in New York City. At WSS, she was responsible for the technical and fundamental analysis of the entire stock market for recommendations to individual investors, while also publishing daily economic analysis for the general public. Prior to this, she worked on the buy side as an Associate Equity Research Analyst covering the transportation sub-sector of industrials at AIG SunAmerica Asset Management Corporation. Jennifer also covered Real Estate Investment Trusts (REITs) and has done broader research for the industrials, financials and consumer sectors. Prior to joining their research department, Jenny worked as a Trading Assistant, actively responsible for SunAmerica's index funds valued at over $7 billion. She also worked as an intern in the client portfolio management department at Dwight Asset Management Company - a fixed income subsidiary of Goldman Sachs - located in her home state of Vermont.
Jenny graduated with distinction (cum laude) from Clarkson University where she earned a B.S. in Financial Information Analysis and Political Science, with minors in Economics and Law. Jenny has a unique knowledge of international markets, and also studied East Asian Economics at Sungkyunkwan University in South Korea and has also lived and studied in Pontivy, France. Jenny is a member of the New York Society of Security Analysts (NYSSA) and she resides in New Jersey.
Joshua Kim is a junior at Texas A&M University in the Honors Finance program. He is heavily involved in both financial and entrepreneurial organizations. In 2013, Joshua founded a 501(c)(3) non-profit which spans the Dallas, TX metroplex in its operations and partnerships. His other interests include reading, rowing crew, and playing squash.
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.
Former buyside analyst now running my own fund for accredited investors. If you find my articles balanced and interesting, feel free to reach out - always up for a conversation. Things to know:
1) I research a lot of companies, but invest in very few. My goal on SA is to provide analysis, particularly of small and underfollowed companies, that readers can use as a starting point for their own research. When you read my articles, please understand that I try to present a high-level look. It's up to the reader to determine if it's the sort of situation that is worth monitoring. Note that I usually try to err on the side of conservatism, so just because I'm not enthused by a particular investment candidate doesn't mean you shouldn't be.
2) I appreciate comments whether you agree with me or not - especially in cases where I might be wrong, I'd like to know why! If you happen to be a particular expert on a topic and are interested in discussing it further, please shoot me a direct message. I would love to chat. Or if, you know, you're just a lonely value investor who wants a friend. Jokes aside, I've made lots of great friends through SA and am always open to talking.
3) If you enjoy reading my work, in no particular order, you might also enjoy reading fellow SA authors Vince Martin, Stephen Simpson, Brendan Rose, Brian Grosso, Bumbershoot Holdings, Adib Motiwala, Jeremy Raper, Investing 501, and Ted Barac. Most of them have professional investment expertise and the ones who don't are equally insightful. Like Amazon recommendations, not all of these will be perfect, but if you're new to SA, it's as good a place as any to start!
All the usual disclaimers apply... articles are provided for entertainment purposes only, interpret everything as opinion rather than fact, do your own due diligence, this is not an offer to sell securities, forward looking statements are not made using a crystal ball, etc. Most importantly, I will reiterate that everything I write is an opinion; analyzing stocks is inherently subjective and two reasonable people can come to different conclusions.
After I graduated with a Master in Finance, I lived in Chicago for 1 year. It was here I understood, thanks to some great people, the importance of valuation.
In addition, I have obtained CFA level 1 and have already started my own valuations.
My experience as an investor is minor. I started with a Forex when I was seventeen, where I lost some money. I did not know anything about valuation, research, or risks. It has been one year since I have started investing in Italian stocks.
I feel that my job here is to use my Italian background to evaluate Italian companies and bring interesting information from Italy to those who are looking to invest in European stocks.
Fernando is a junior in the Gabelli School of Business at Fordham University studying Value Investing. He is striving to obtain a career in investment management and actively invests a personal value/contrarian oriented portfolio. Fernando is originally from Monterrey, Mexico. Feel free to email at firstname.lastname@example.org.