Arvind Mallik and Jonathon Fite are the Managing Partners of KMF Investments, a Pure Pay for Performance Private Investment Partnership. We focus on finding deeply undervalued stocks across all industry sectors and geographies, with emphasis on world dominators, commodities and hard assets, and special situations. As value investors, we look at stocks as ownership stakes in real businesses, not merely as symbols with fluctuating ticker prices. Before founding KMF Investments in 2008, we were executives in the Strategy practice of Accenture for many years. As strategic and operational advisers to many of the world’s top companies, we helped clients create value for shareholders by developing innovative new products and services, improving sales and marketing, streamlining supply chain operations, and executing mergers and acquisitions. We apply our deep business and financial knowledge towards finding compelling investment opportunities.
I am a recent Chemical Engineering Graduate of Ohio State University who has ~ 1 year experience in the oil and gas industry and 2 years experience in the Banking Industry. I am a part time investor focused on fundamental company analysis to find rewarding investing opportunities within the capital structures of corporate America.
Contrarian PM manages a research-focused domestic long-short fund. We focus on fundamental, bottom-up research. We are contrarian and gravitate to complicated special situations where our research process and hard work is a differentiator for us. We love shorting stocks and enjoy the hard work and attention to detail that the short side requires. On the long side, our performance is driven by finding unique situations early and our holding periods are frequently in excess of one year.
Adam Gefvert is the head researcher for White Diamond Research, a research firm for hedge funds and high net worth individuals. Primarily a short seller, he has saved investors millions of dollars by exposing highly overvalued small cap stocks. He has a 90%+ success rate with his Seeking Alpha short ideas. He specializes in technology, energy, and biotech stocks, because those are the sectors with the greatest valuation inefficiencies.
You can follow Adam on twitter @shiningboy
I am an independent investor. My investment philosophy stems from the teachings of Benjamin Graham, Warren Buffett, Charlie Munger, Seth Klarman, Philip Fisher, and Peter Lynch (among others). I tend to favor quality stocks with favorable future prospects that can be acquired at reasonable or cheap prices.
Please note the following disclaimer which applies to all of my writings on Seeking Alpha:
Disclaimer: This article provides opinions and information, but does not contain recommendations or personal investment advice to any specific person for any particular purpose. Do your own research or obtain suitable personal advice. You are responsible for your own investment decisions.
I am a full time investor mainly focused on US equities.
I consider my self a value investor, committed to the Buffett & Munger way of thought.
That means I like companies that are simple to understand, have a strong competitve advantage and are of course... extremely cheap. If I can't find anything to suit me I just stay on the sidelines searching and waiting.
Capital preservation is my most important objective. I don't trade much, I read and study a lot, and when I find a great company on the cheap I keep buying as much as I can.
You can find more about me here: http://gr.linkedin.com/in/gregoryvousvounis/
I'm an independent investor & technologist. I can be found on twitter at TechWzrd. I enjoy finding long stock ideas by developing a deep fundamental understanding of a company's value and strategy.
Tobin Smith, founder/CEO of NBT Group, Inc. and Chief Research Officer NBT Equities Research LLC .Editor-In-Chief NextBigThingInvestor.com and Next Big Thing Investor Pro Newsletter. Fox News market analyst/contributor since 2000 and Fox Business Network guest anchor since 2007. NBTEquitiesEesearch.com is our sponsored research web-site. Founded ChangeWave Research LLC, one of the first expert-network primary research organizations in 1998...sold to 451 Group in 2010. NY Times bestselling investment book ChangeWave Investing 2000 and ChangeWave Investing 2.0 2002