Liron Manor runs Ovis Capital, a long-only, concentrated hedge fund built on the principles of Mr. Warren Buffett's 1950s partnerships. The fund combines investments in equities trading at a steep discount to their intrinsic value as we estimate it and Special Situations such as Merger Arbitrage, Spin off & Liquidation.Liron is an enthusiastic value investor sharing interesting deep value investment ideas.
Originally from Israel and currently reside in Sacramento California. I was a competitive swimmer for 15 years, including in college, and swimming just like investing is all about patience for the right moment and hard work.
I passed the CFA level II examination, and currently work in the reinsurance industry as a risk analyst on the buy-side (traditional reinsurance and capital markets cat-bonds).
Otzar Capital is a group of former Wall Street sell-side equity research analysts, with over 10 years of experience at top banks including Barclays and Credit Suisse. Otzar primarily covers small and mid cap stocks in the Telecom, Retail and Technology sectors. We specifically look for relatively under-followed stocks and opportunities missed by the market and we like to dig and take a deeper look, well beyond what everyone sees which might include site visits and face-to-face meetings with management.
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.
Managing partner of Quintessential Capital Management, an investment fund, and Zanshin Capital, an asset management company both focusing on long-only, absolute return, equity investments with a value approach.
I have started investing from an early age, but only in 2005 did I discover the wisdom and effectiveness of value investing. After reading every book I found on the subject, I studied for a short, but extremely profitable period, under the guidance of Prof. Bruce Greenwald of Colombia University, who specializes in value investing.
The core positions in my portfolio are classic Buffett-style franchises acquired at a discount and kept indefinitely. The idea is acquiring a company in a slow-changing industry with a protective moat and letting it compound for years.
Occasionally, I go for "cigar butt"-style investments, where a mediocre company is acquired at a steep discount. But, in general, I prefer the former type.
I focus on US stocks but do keep my eyes open for global opportunities as well.