Margin of Safety Equity Research is a value-investing focused company providing equity research services, the Securities Analysis System investment software, stock valuation models, and other financial resources for value investors. Members of our subscription services have access to the Margin of Safety value-oriented portfolio and discounted access to our software. We apply Buffett's and Charlie Munger's four filters in selecting stocks as part of a concentrated portfolio (10-15 equities). Criteria for selecting companies are: 1.They are strong businesses; as defined by high long-term cash generation, above-average return on invested capital, possession of favorable underlying economics and a durable competitive advantage, good financial health, and above-average profit margins 2. We understand the business 3. They are run by competent management 4. They are available at bargain prices. We require a 25-50% margin of safety, depending on the stability and economic moat for the company. In addition to equity research services, we are a member of the Gerson Lehman Group Expert Counsel of Advisors and provide research/consulting services to investment banks.
From my academic training, Mathematics, I intend to focus on the quantitative study, basing my analysis on historical data, bearing in mind my position of "Outsider".
May the best investment opportunities be accessible to the vulgar human? We shall see ...
Swing trader still learning the ropes. I'm a selective quality company value type investor. Decided to study hard the last few years and have recently added income strategies to the mix while waiting/researching good deals.
Retired investor. Like dividend stocks, as someday I will need the dividends to meet expenses.
Took a very large hit on our investments in 1973 due to the oil crisis. Am somewhat cautious, but also have a gunslinger investing mentality. While I have some stocks that yield 3 - 4%; like 5+ I try to invest in solid companies that return 5% or more. U.S., Europe, and South American companies have more appeal for me than those in other areas.
I am a Financial Analyst and maintain my own Site http://www.everythingaboutinvestment.com where i put the articles regarding investment so that it can help each and everyone around the globe to get an detail insight into Investing and Investment.
I'm a young private investor. I prefer concentrated bets on small, quality businesses. I'm a strategic generalist, tactical specialist; I scan broadly looking for quirky things to become obsessed with for awhile, to accumulate clusters of competence in neglected niches. I'll place on my watch-list most anything that is predictable enough to value accurately, and wait for the right price. My idea horizons, which used to be ~1 year, seem to be lengthening. To the extent I pay attention to macro I outsource my beliefs to Scott Sumner/Market Monetarists; good guys with track records worth noticing.
My current top holdings are FN, KTCC, AGM, NVMI, EMAN, SILC, SLP, and SWIR.