Dr. Milo Jones is a Managing Director at Inveniam Strategy and at Insight Advisory Partners (a Chicago-based merchant bank and strategy consulting firm specializing in the food and beverage sector). Milo has spent 20 years as a consulting and finance professional in both the US and Europe, including time with both Morgan Stanley Dean Witter in New York and Accenture in London. Before going into business, he served four years as an officer in the US Marine Corps. Milo speaks and writes widely on macroeconomic and geopolitical issues for venues like Institutional Investor Forums, and occasionally teaches strategy and advanced finance courses as a Visiting Professor in the Masters programs of IE Business School in Madrid, Spain. Milo holds a BA from Northwestern University, an MBA from London Business School, and an MA (Hons) and PhD in International Relations from the University of Kent. He is the co-author of Constructing Cassandra: Reframing Intelligence Failure at the CIA, 1947-2001, published by Stanford University Press in 2013, which explores strategic surprises at the Agency.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Global Value Research Company (GVRC) provides investment research and analysis for the firm’s Investment Advisory divisions Milwaukee Private Wealth Management & Milwaukee Institutional Asset Management as well as Global Value Partners LLC. Investment research and analysis is only available to institutional investors as a service.
When evaluating investments, GVRC appraises each issue on a fundamental basis, analyzing income statements, balance sheets, and statement of cash-flows. This analysis allows for an appraisal of the company's worth as though the entire business were being purchased. When we make an investment, the primary consideration is whether a fractional share of the business can be purchased at a significant discount from our appraised value. This spread is our "margin of safety" which is a basic tenet of our investment principles.
Global Value Research Company is a division of Global Value Investment Corp.
Edward Schneider is a managing director of Quan Management LLC. Mr. Schneider has over 25 years of investment experience, including 18 years managing technology funds in both quoted equities and venture capital. Mr. Schneider holds a CFA designation, an MBA from Thunderbird and a BA from Emory University.
#11 Ranked Blogger for 2014 from over 4,100 bloggers - TipRanks
Quan Technology Fund - #1 Ranked Fund in Europe for 2014 with a net return of +71% - Preqin Fund Ranking
Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor. He has been a frequent guest on Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes Moneybuilder, GuruFocus, MarketWatch and InvestorPlace.com.
Charles holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar.
I hold a B.S. in Accounting.
"[T]he function of the margin-of-safety is, in essence, that of rendering unnecessary an accurate estimate of the future. If the margin is a large one, then it is enough to assume that future earnings will not fall far below those of the past in order for an investor to feel sufficiently protected against the vicissitudes of time."
"Needless to say, the analyst must take possible future changes into account, but his primary aim is not so much to profit from them as to guard against them. Broadly speaking, he views the future as a hazard which his conclusions must encounter rather than as the source of his vindication."
"[F]inding the really outstanding companies and staying with them through all fluctuations of a gyrating market proved far more profitable to far more people than did the more colorful practice of trying to buy them cheap and sell them dear…These opportunities did not require purchasing on a particular day at the bottom of a great panic."
Michael Pettis is a professor at Peking University's Guanghua School of Management, where he specializes in Chinese financial markets. He has also taught, from 2002 to 2004, at Tsinghua University’s School of Economics and Management and, from 1992 to 2001, at Columbia University’s Graduate School of Business.
Pettis has worked on Wall Street in trading, capital markets, and corporate finance since 1987, when he joined the Sovereign Debt trading team at Manufacturers Hanover (now JP Morgan). Most recently, from 1996 to 2001, Pettis worked at Bear Stearns, where he was Managing Director-Principal heading the Latin American Capital Markets and the Liability Management groups.
Visit: China Financial Markets (http://www.mpettis.com)
I am the founder of Shaun Currie Research, an independent investment research firm that offers freelance, contract-based, and performance-based investment analysis and training for investment firms, newsletters, and blogs.
I have 10 years of investment experiences which include time spent at T Rowe Price (long only), Wells Capital Management (concentrated long only), and as the Director of Research at Manalapan Oracle Capital Management (long/short equity). I am currently completing my MBA at Northwestern University's Kellogg School of Management. I graduated with a BS in Business Administration from Villanova University.
Any content on this site is NOT investment, trading, legal, or tax advice, and none of the information available through this website is intended to provide tax, legal, investment or trading advice. Nothing provided through this content whether by the owner or posted by other writers constitutes a solicitation of the purchase or sale of securities/futures.
The content on this site is intended for informational purposes only, and should never be used as investment advice. Please do your own research before making any investment decisions.
Dr. Milo Jones is a Managing Director at Inveniam Strategy and at Insight Advisory Partners (a Chicago-based merchant bank and strategy consulting firm specializing in the food and beverage sector).
Milo has spent 20 years as a consulting and finance professional in both the US and Europe, including time with both Morgan Stanley Dean Witter in New York and Accenture in London. Before going into business, he served four years as an officer in the US Marine Corps.
Milo speaks and writes widely on macroeconomic and geopolitical issues for venues like Institutional Investor Forums, and occasionally teaches strategy and advanced finance courses as a Visiting Professor in the Masters programs of IE Business School in Madrid, Spain.
Milo holds a BA from Northwestern University, an MBA from London Business School, and an MA (Hons) and PhD in International Relations from the University of Kent.
He is the co-author of Constructing Cassandra: Reframing Intelligence Failure at the CIA, 1947-2001, published by Stanford University Press in 2013, which explores strategic surprises at the Agency.
Ben Strubel is the President and Portfolio Manager of Strubel Investment Management, LLC ("SIM") a registered investment advisor. Strubel Investment Management provides separate account management services for clients and also publishes The Value Investor's Edge Newsletter. Ben Strubel is a Graduate of Drexel University with a Master of Business Administration in Investment Management. After graduation Ben founded SIM. Prior to founding SIM Ben worked for several years in the Information Technology field at a Fortune 1000 company. Ben has a unique three pronged approach to investing. First, seek to lower costs as much as possible by avoiding high fee mutual funds and tax inefficient strategies. Second, diversify client funds across multiple uncorrelated asset classes. Third, maintain a value investing focus. Ben selects individual securities for the equity portion of client portfolios and focuses on buying companies with excellent fundamentals that have fallen out of favor with the market.
Jessica Rabe is a research associate at ConvergEx Group. She graduated from Gordon College with a B.A. in economics, where she founded the Global Perspectives column in the Gordon College newspaper. Jessica also writes for The American Enterprise Institute's Values and Capitalism blog, and has contributed articles to The Center for Public Justice's online journal, Shared Justice.
Jessica was previously a research analyst at Right Blend Investing LLC, a Registered Investment Advisor in Hillsborough, New Jersey. She has interned at EMC Brazil’s Big Data Research and Development Center in Rio de Janeiro, Brazil, and for U.S. Congressman Rodney Frelinghuysen.