Seeking Alpha

Lawrence Zack Galler

My background is in governance, valuation, and accounting.

I try to look at stocks as the sum of rights provided to their shareholders by both their domicile and articles of incorporation, and am always cautious about the potential for management or controller overreach.

I also spend a lot of time thinking about the limitations of GAAP in presenting reality. I'm especially interested in how GAAP can be used to make a company seem like a better or worse prospect for investment than it really is.

I'm primarily interested in long-only equities. I try to avoid announced M&A as I no longer like the risk distributions, but M&A will occasionally find me, when a security I own is acquired. ...More
  • Description: Investment Banker/Analyst. Trading frequency: Monthly
  • Interests: Stocks - long
Currently, you have no company profile. Click edit to add a company profile.
Currently, you have no blog details. Click edit to add blog details.
The 49 Forms of Capital Allocation: Ex-ante and Ex-post Analytic Techniques
Prospect Capital: Meet NMMB Holdings $PSEC Mar 6, 2014