Former sell-side media, consumer and internet research analyst for 15 years. Why the pseudonym Lord Baltimore? He was a famous native american scout in the late 1800's as well as an intense character in Butch Cassidy and The Sundance Kid who relentlessly tracked the two heroes. (A 1970s heavy metal band was similarly inspired by the film character in selecting its name.) I view investing a lot like tracking. It is a process of putting together clues found along a trail to determine the path of the target, which in this case is attractive investments - long or short.
Managing a small long/short portfolio while preparing for the third level of the CFA Institute program. I am a firm proponent of the concentration and dynamic asset allocation. I believe investor can consistently outperform the market as long as the necessary time and efforts are dedicated.
SeekingAlpha is not and should never be Buzzfeed. Quality over quantity.
Recent high-school graduate based in Singapore looking to break into the buy/sell-side. Grateful for opportunities to interview locally.
Disclaimer: The author's reports contain factual statements and opinions. He derives factual statements from sources which he believes are accurate, but neither they nor the author represent that the facts presented are accurate or complete. Opinions are those of the the author and are subject to change without notice. His reports are for informational purposes only and do not offer securities or solicit the offer of securities of any company. Mr. Goh ("Lester") accepts no liability whatsoever for any direct or consequential loss or damage arising from any use of his reports or their content. Lester advises readers to conduct their own due diligence before investing in any companies covered by him. He does not know of each individual's investment objectives, risk appetite, and time horizon. His reports do not constitute as investment advice and are meant for general public consumption. Past performance is not indicative of future performance.
Eric Nickolaison is a financial auditor who holds a BA in accounting and MBA. He provides investment analysis through Offshoot Investment Research on SA which focuses on equity spin-offs and event-driven deep value situations. Warren Buffet once said, "You have to turn over a lot of rocks to find those little anomalies", which can be prevalent in Offshoot Investment's areas of research.
Named by Fortune as one of its "50 Great Investors". Acknowledged as Cash Flow From Operations (CFFO) expert by WSJ, Fortune, Forbes.com and Smartmoney.com after developing a CFFO algorithm that predicts bankruptcies for seemingly healthy large NYSE and NASDAQ traded companies. Markowski also has CFFO algorithms that identify severely undervalued companies.
In September 2007 Equities Magazine column predicted the 2008 collapses for all five of the U.S. major brokers including Lehman, Bear Stearns and Merrill Lynch. Wholesale sell recommendations for the five based on macro-analysis of brokerage industry's negative cash flow due to "sub-prime mortgage revenue".
Founded: TrophyInvesting.com (2016), Dynastywealth.com (2014), Onlinefinancialsector.com (2007), StockDiagnostics.com (2002).
Currently: Analyst for Dynasty Wealth (focused on finding and covering disruptor companies that have 100X to 1,000X potential within 5 years).
Passion is recommending shorts for hyped companies that have inherently flawed negative CFFO models and ten baggers for those which are extremely undervalued based on their CFFO. Does not trade the markets and is instead a buy and holder.
Began career with Merrill Lynch in 1977 and was employed in early years by Oppenheimer and Donaldson Lufkin & Jenrette. Became CEO of a firm in 1990 that subsequently went out of business due to the firm’s having a net capital deficiency on January 15, 1991, the day before the first Gulf War broke out.
Markowski voluntarily left the broker industry in 1991. Most of his activities since have been in the financial information industry. The SEC and the NASD subsequently barred Markowski in 1995 from associating with a broker dealer. The bar related to activities that occurred in 1990, and before the war's breaking out which caused a severe lack of liquidity for the markets resulting in the firm's going out of business. Markowski appealed his bar to the U.S. Supreme Court which denied to hear his appeal. Markowski was not barred from being a registered investment advisor (RIA). However, Markowski chose not to pursuit a career as a RIA.
Finsight Funds aims to bring a modern approach to investing by coupling data with the latest academic and proprietary research. In our interconnected world of Big Data, it should be easier than ever to identify trends and forces shaping markets.
I follow a blend of value and growth investing. The truly exceptional companies with great returns have growth ahead of them, but come at a value price.
I began investing in the stock market more than 10 years ago. I have experience working on the buy-side for a wealth management firm, a large asset management firm (which managed in excess of $50 billion) and a small hedge fund (AUM of $50m). I am a CFA Level 3 candidate for June 2017.
The purpose and mission for Finsight Funds is to help allocate financial resources where they can provide the most value to the world.
Part of the goal in writing for Seeking Alpha is to listen to and understand the readers to the research, thoughts, and ideas that are presented.
"He who listens becomes the master of what is profitable."
Recently, a reader asked about my anonymity. My response, which I feel is appropriate to share here, was:
"I have thought much about the distinction between myself as a PM and the institution I am founding; while I would love to have my institution accomplish a lot, I do not want resulting personal fame or attention. I would prefer to be out of the limelight. For those reasons, I have decided to promote the institution rather than myself."
Value investor running a long-only partnership/SMAs, as well as a Marketplace subscription for objective buyside research. Pseudonymous to protect my IR access but I’m always up for a conversation with anyone interested in value investing or mental models. I also collaborate with a few well-known hedge fund managers and am open to swapping notes if we're looking at similar names.
My Marketplace subscription service, called “Outsourced Analyst,” provides small-mid-sized funds, family offices, or high-net-worth investors the workflow of an analyst for a hundredth of the price. I write objective coverage of high-quality, underfollowed small-caps that I'm working on / following. Subscribers also have early (sometimes exclusive) access to writeups of some of my best ideas like those I've posted on LQDT, CRAI, FC, LGIH, BOOM, CSWI, and so on. Bonus material is thought pieces - I place a lot of emphasis on learning and getting better - so if/when I make mistakes, I'll write up postmortems with what I learned, and maybe they'll help you as well... Membership will be limited to the first 250 subscribers.
Seeking Alpha T&C requires me to disclose that I'm a registered investment advisor; regulations require me to reiterate that nothing I say is investment advice - it's just my Monday-morning-quarterback opinion for your entertainment and amusement. Always do your own due diligence, consider your own financial position, and consult your preferred financial professional before making any investment decision.
I'm managing editor for SA PRO. I oversee SA PRO and Marketplace and support in a few other areas on the site. I'm always happy to hear from readers and contributors, whether to help with questions, hear your feedback, or learn how you're using the site. I've been working at SA since September 2012.
I've been investing for 6 years. I used to write articles for Seeking Alpha before becoming an editor (while I'm proud of the work I did, it probably would not have been up to our PRO standards, which is a good thing). I am probably one of SA's most frequent users, and have learned an immense amount from contributors, readers, and SA employees.
Beyond the market, I like reading, travel, writing, playing/writing/listening to music, and learning languages. Probably most relevant to ask me about SA, but you're welcome to get in touch on anything else as well.