Seeking Alpha

Lawrence Zack Galler

 
ABOUT
My background is in governance, valuation, and accounting.

I try to look at stocks as the sum of contractual rights provided by domicile and certificate 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 accounting in presenting reality. I'm especially interested the application of GAAP to make a company a more or less attractive prospect for investment than it actually 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 involved in a control ...More
SNAPSHOT
  • Description: Investment Banker/Analyst. Trading frequency: Monthly
  • Interests: Stocks - long
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Book
The 49 Forms of Capital Allocation: Ex-ante and Ex-post Analytic Techniques
LATEST STOCKTALK more »
Prospect: Portfolio Debtor Files For Bankruptcy, Meet New Century Transportation $PSEC http://seekingalpha.com/a/1cm03 Jun 13, 2014