The Sova Group is a private investment fund managed by Matt Brice. As principal of The Sova Group, Matt Brice has been managing investments since 2009. Prior to founding The Sova Group, from 2007 until 2009 he worked as an associate attorney in the Mergers and Acquisitions group of Debevoise & Plimpton LLP, an international law firm based in New York City. Mr. Brice holds a B.A. in Philosophy from Brigham Young University and received his law degree from Columbia Law School.
I've been contributing to SA since 2011, with a break to join the PRO editorial team from 2013-2015. I got my Series 7 and 63 back in 2000, and watched the dot-com bubble peak and then burst in real time at a small, tech-focused retail brokerage in NYC.
Deep value investor, searching for inefficiencies caused by institutional constraints. I focus on protecting the downside and identifying mispriced optionality. Primarily balance sheet focused, but also looking for great businesses that I can understand.
Michael Boyd spent considerable time working for an RIA, structuring client accounts, researching stocks/bonds, and performing due diligence on separately managed accounts. His career changed gears when he shifted roles into a major investment bank, at various times supporting the mortgage-backed securities, derivatives, and ADR trade desks. He now works in entity oversight and control, identifying areas of weakness, resolving risk, and maintaining regulatory compliance across Settlements, Asset Servicing, and FX operations.
As for trading style, Michael leans towards small/mid-cap companies, as he believes better risk-adjusted returns are available for astute stock-pickers there. Firmly contrarian, he looks to buy out-of-favor securities that have an opportunity to revalue in the medium-term (one year to five year timeframe).
I am a graduate in Economics, Law and Strategy, currently working as a portfolio manager. However, foremost, I am an investor! My strategy is twofold and aims primarily at value stocks. I like Joel Greenblatt's magic formula as a general starting point, but many companies in there can be tricky stocks, so I perform extensive qualitative and quantitative analysis to pick the best ones. My articles represent (parts of) this analysis and I always like to discuss different standpoints on stocks like these. A second strategic focus is dividend growth investing, as I believe it to provide the steadiest stream of income for retirement over time. My main problem with it is that companies with an increasing and attractive dividend are not often undervalued. Consequently, I perform less transactions in this area. However, sometimes the market just blurts out a gem cheaply, and I can simply not resist. My last two transactions include PM at $79 and RDS at € 20. If you have any questions, suggestions or comments, please feel free to contact me. Cheers, The Investing Dutchman
Elephant Analytics has an Bachelor of Business Administration degree with a concentration in marketing and finance, and 13 years of experience as an analyst. Elephant Analytics originally focused on marketing and sales analysis due to geographical and lifestyle considerations, but rekindled his interest in finance and investing several years ago and became a contributor to Seeking Alpha in 2013. He has a particular interest in attempting to understand distressed companies and distressed industries.
Elephant Analytics has unique skills in the areas of numerical analysis and applied mathematics. Elephant Analytics achieved a top 50 score on the Bloomberg Aptitude Test (out of nearly 200,000 test takers) which measures financial aptitude. Elephant Analytics also has achieved a score (153) in the 99.98th percentile on the WAIS-III IQ test and has also been involved in multiple teams that have won awards during business and strategy competitions involving numerical analysis. In one such competition, he captained his team to become North American champions, ahead of MBA and undergraduate teams from universities such as Harvard, Yale and Northwestern.
Legal Disclaimer: Elephant Analytics' reports, premium research service and other writings are personal opinions only and should not be considered as investment advice. Only registered investment advisors can provide personalized investment advice. While Elephant Analytics attempts to provide reports that include accurate facts, investors should do their own diligence and fact checking prior to making their own decisions.
I am the founder of asensio.com a noted short-selling organization recognized as the Pioneer of Activist Short Selling. It has successfully advocated against more than 52 companies that we believed to be misleading investors. Early on the New York Times called asensio.com's work "something radical and remarkable." I am a graduate of the University of Pennsylvania’s Wharton School and went to work in Venezuela during that nation’s economic boom period, which occurred after the Venezuelan government nationalized its domestic petroleum industry. I left Venezuela as government policy began to shift away from free markets to attend Harvard University’s Graduate School of Business where I obtained a Master’s degree in investment management and finance.
Read more about asensio.com's history here: http://www.asensio.com/?page_id=7 Read more about our work at asensio.com.
In 1996, asensio.com began releasing short-focused research on the internet, becoming the first organization of its kind, the innovator of Strong Sell recommendations, and was the first and remains the only SEC and FINRA registered broker-dealer to have focused on short-selling research and trading. Our status as a unique member of FINRA and a pioneer in activist short selling generated conflicts with other FINRA members and FINRA's staff determined to bar me from membership in their private organization. We are constantly attempting to correct this disagreement. Today the firm and the site are independent of FINRA.
A statement pertaining to the FINRA matter is available here http://www.asensio.com/?page_id=7370 A disclosure statement can be found at http://www.asensio.com/?page_id=7374
Richard Zeits is an Oil & Gas industry analyst and consultant. His background includes fourteen years as Energy industry-focused investment banker, portfolio manager and senior investment analyst with bulge bracket firms in New York. Zeits Energy Analytics use elaborate proprietary analytics and data bases to provide in-depth industry research, market intelligence, and forecasting.
Investment professional with over ten years of Wall Street experience. I began my career in investment banking at Merrill Lynch. Following my time at Merrill, I worked for approximately seven years in private equity. Currently, I manage money for both qualified and non-qualified clients. I would classify myself as a long/short investor with a value-based approach.
I'm a tech columnist for TheStreet. I was previously responsible for Seeking Alpha's tech news coverage, as well as its Eye on Tech newsletter. Prior to that, I wrote for other financial sites and published independent investment research, primarily on tech companies.
I have a B.A. in Economics from Columbia University. I'm based out of San Diego, but grew up in Southern New Jersey. I play basketball and tennis in my spare time, am a long-time (and long-suffering) fan of Philadelphia's sports teams, and alternate daily between using an iPad Air, a Galaxy Note 3, and one or two Windows PCs.
A Canadian in China, living here for the last 12 years and travelling to China for the last 30 years. I own and manage a medical device manufacturing company in Shanghai. My investment interest is long term capital appreciation.
Formerly of the buy side now an aspiring beet and raspberry farmer. Soon to be expired CFA Charterholder. I like long walks through the aisles of Aldi, dark roast coffee from Tim Horton's, and climbing mountains on two wheels.
The posts are meant to be informative and hopefully insightful. I write to share my ideas, highlight some interesting stories and to interact with other investors - please feel free to contact me if you'd like to chat further.
I make lot's of mistakes so please do your own due diligence. I don't intend to aggressively promote stocks but it's fair to say I am often talking my own book.
I am focussed on building passive income through dividend investing. My path to progress is smart saving, sound investing and income through dividends.
My blog can be found at financiallyintegrated.com.
I'm author of Net Net Hunter, a site dedicated to international net net stocks. It often pays to look outside of your own backyard when investing in net net stocks. Net Net Hunter is a community based site helping investors make the most of their financial future by uncovering net net stocks in international markets. We offer investors:
-Raw Lists - 540 net net stocks in Canada, the USA, Hong Kong, Japan, Australia, and the UK
-Net Net Stock Shortlists - The best net net stock investments available
-Inner Circle Resource Center - sharpen your investment strategy
-Inner Circle Newsletter - Connect with skilled deep value investors
-Inner Circle Advice Email Series - Learn how to put together a great portfolio
-Investment Analysis - A detailed perspective on 12 net net stocks each year
If you’re ready to earn 25% annual returns by making net net stocks a key part of your portfolio then sign up for a full Net Net Hunter membership right now.
“When you are inspired by some great purpose, some extraordinary project, all your thoughts break their bonds: Your mind transcends limitations, your consciousness expands in every direction, and you find yourself in a new, great and wonderful world. Dormant forces, faculties and talents become alive, and you discover yourself to be a greater person by far than you ever dreamed yourself to be.” (Author - Patanjali)
“Tentative efforts lead to tentative outcomes. Therefore, give yourself fully to your endeavors. Decide to construct your character through excellent actions and determine to pay the price of a worthy goal. The trials you encounter will introduce you to your strengths. Remain steadfast...and one day you will build something that endures: something worthy of your potential.” (Author - Epictetus)
"Hope sees the invisible, feels the intangible, and achieves the impossible." (Author - Unknown)
"When I stand before God at the end of my life, I would hope that I would not have a single bit of talent left, and could say, 'I used everything you gave me." (Author - Erma Bombeck)
Head of Equity Research at StockViews and independent valuation consultant specializing in practical application of valuation techniques. Mr. Insko has acted as a consultant to global hedge funds, independent portfolio managers, analysts, and high net worth investors in a variety of capacities including public and private business valuation, M&A valuation, foreign market investing, and proxy contests.
I am Seeking Alpha's CEO and Editor-in-Chief. My love for the stock markets goes back to when I was a kid. Who else remembers combing through the stock quotes at the back of the business section of your local paper?
I joined Seeking Alpha in 2006 and launched Wall Street Breakfast and Market Currents, our top-of-class short-form breaking news for investors. In 2010 I became editor-in-chief and in 2015 I became CEO.
I live in Jerusalem with my wife and a bunch of exceptional kids. Most days, you'll find me making the commute from Jerusalem to Raanana. Occasionally I get to work from my home-office, from where I keep an eye on the beautiful Judean Hills.
To contact me, send me a direct message, or email me at firstname.lastname@example.org.
Mr. Axler is Founding Partner of Spruce Point Capital Management, a long/short hedge fund. Mr. Axler is also the co-founder of Prescience Point Research Group. Mr. Axler is an activist short-seller, forensic financial researcher, and has exposed over $1.0 billion of alleged listed frauds on Nasdaq and the NYSE. Prior to founding his company in 2009, Mr. Axler spent eight years as an investment banker with Credit Suisse and Barclays Capital where he structured and executed billions of dollars of financing, derivative risk management, and M&A deals for leading Fortune 500 clients. Prior to starting Spruce Point, Mr. Axler was an Associate Director at Barclays Capital in the Diversified Industrials Group. Mr. Axler started his career with Credit Suisse in 2000, where he held roles with the Financial Strategy, Corporate Risk Management, and M&A groups.
Mr. Axler is a contributing writer to Seeking Alpha, and was profiled in the book "The Happiness Advantage: The Seven Principles of Positive Psychology That Fuel Success and Performance at Work." Mr. Axler's short research has been profiled by the National Bureau of Economic Research (NBER) in an analysis entitled "How Constraining Are Limits to Arbitrage? Evidence from a Recent Financial Innovation," and shown to produce superior investment returns. In addition, according to a research study from Sumzero analyzing 12,000 analysts recommendations since 2009, Mr. Axler is the top ranking short-seller.
Mr. Axler graduated from Yale University with a masters degree in Statistics, and received both a Bachelor of Arts degree in Statistics and a Bachelor of Science in Marketing and Business Administration from Rutgers College, where he graduated with Summa Cum Laude and Phi Beta Kappa honors.
Vintage Capital Management, LLC is a value-oriented, operations-focused private and public equity investor specializing in the aerospace & defense, manufacturing and consumer sectors with a 15-year track record of consistently successful returns.
Vintage Capital Management adheres strictly to a capital preservation approach defined by our commitment to control (economic or otherwise); vigilant analysis; structural advantages; and partnership with successful operators well known to us. Vintage Capital Management maintains vast networks within its targeted sectors that yield robust deal flow, management and board resources, and seamless access to debt, equity and capital markets services.
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I am not a stockbroker or financial adviser. I am a casual investor making casual observations for the purpose of discussion and open communication and analysis of companies and stocks. All articles are my opinion only and are not suggestions to buy or sell any equity, bond, option or other financial instrument. QTR may have long or short positions in any tickers mentioned at any time and reserves the right to open, close, or modify positions at all time without notice. My conclusions are the result of my personal due diligence and have been wrong in the past. There are tons of unqualified people out there offering up financial advice and its your responsibility to sort through the BS. You don't hit the button to fill my orders and I don't hit yours, so no whining or praising over stocks covered by me.
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ArbitrOption Capital Management, LLC is an independent registered investment advisor (“RIA”) that provides investment management services to clients. ArbitrOption’s investment strategy focuses on opportunities created by corporate events, such as acquisitions, mergers, proxy contests, restructurings, shareholder activism, special dividends, and spin-offs. By managing just a portion of a client’s total investable assets in the ArbitrOption strategy, the firm seeks to improve clients’ overall portfolio returns while maintaining acceptable risk exposure.
Andrew Shapiro is Founder, President and Portfolio Manager of Lawndale Capital Management, an investment advisor that has managed activist hedge funds focused on small- and micro-cap companies for over 23 years, one of the longest periods of experience deploying an activist/relational investment strategy today. Mr. Shapiro’s proactive ownership approach has been effective in directly creating and unlocking shareholder value in Lawndale’s portfolio companies and has contributed to Lawndale’s activist funds often being ranked among the top event-driven and small-cap value funds in peer databases for long-term performance. In addition to leading Lawndale, Mr. Shapiro has also served as a Director or Observer on portfolio company boards and debt and equity bankruptcy committees. Mr. Shapiro is a member of the National Association of Corporate Directors (NACD) and, via Lawndale, has been a long-time Sustaining Member of the Council of Institutional Investors (CII).
Mr. Shapiro has more than two decades of portfolio management and analytically varied experience from a number of "buy-side" positions, employing a rare combination of credit, legal and equity analytic and workout skills. Prior to founding the Lawndale organization in 1992, Mr. Shapiro managed the workout and restructuring of large portfolios of high-yield bonds, distressed equities and risk arbitrage securities for the Belzberg family's entity, First City Capital. Before joining First City, Mr. Shapiro was involved in numerous highly leveraged corporate acquisition and recapitalization transactions for both Manufacturers Hanover Trust and the Spectrum Group, a private equity firm.
Mr. Shapiro received his JD degree from the UCLA School of Law where he was an Olin Fellow, an MBA from UCLA's Anderson Graduate School of Management where he was a Venture Capital Fellow and a BS in Business Administration from UC Berkeley's Haas School of Business, where he has taught finance courses and frequently guest lectures.
Mr. Shapiro was recently selected to the 2012 NACD Directorship 100, a list of the most influential leaders in the boardroom and corporate governance community. He is often quoted on matters of corporate governance, fiduciary duty and activist investing and has been the subject of several articles, including a Business Week article in 2000 calling him “The Gary Cooper of Governance”. Mr. Shapiro frequent speaks and panels on corporate governance and activist investing issues at a broad range of prestigious forums that include the Council of Institutional Investors, National Association of Corporate Directors, American Society of Corporate Secretaries, SEC Advisory Committee on Small Public Companies, and the Director’s education programs of Stanford Law School, UCLA Anderson Grad. School of Mgmt., the Wisconsin Business School and Yale’s Millstein Center for Corporate Governance, among others. Mr. Shapiro is a Contributing Author at Seeking Alpha.
Mr. Shapiro started Lawndale’s funds in 1993 with only $188,000 under management and through performance and added capital has grown the firm’s managed assets substantially. Lawndale applies a private equity approach through active and relational ownership of public company securities. In most investments, Lawndale plays a constructive relational role by actively working with boards and management teams to help them achieve their strategic and operating goals. In other instances, Lawndale is a direct value-unlocking catalyst, utilizing a range of tools that include aggressively promoting improvements in a company's governance and operational structures, proxy actions, asserting shareowner’s legal rights and taking active roles in restructuring and buyout proposal negotiations..