Myles McCabe is an equity analyst with two years of buy-side research experience. Starting as an intern, Myles worked in a variety of analytic, compliance, and customer relations positions in both wealth management and commercial lending. He has experience with financial modeling, investment process implementation, shareholder activism, and client relationship management. Myles is currently a third-year law student at Saint Louis University seeking a JD/MBA and a career as an analyst.
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I focus on writing about individual stocks, frequently in the financial industry. I work as a mid-level executive in the insurance industry on the portfolio management side. I'm an experienced stock investor, and I'm eager to share my industry expertise and what I've learned about investing with other Seeking Alpha users.
I lead the first example of a market wide conversion from fuel to lithium battery power as the CEO of a company that I founded and took from an idea to a global leader in its niche with offices in Europe and the US with wholly owned factories in Asia and major customers in over 30 countries.
With Seeking Alpha I have set out contribute the closest thing possible to an insider perspective and a visionary outlook on developments in and relating to the electrification of transport, in particular my commentary has focused on Tesla Motors Inc,. (TSLA)
My interest in Tesla stems firstly because this is a company I understand as its behavior matches my own experience in business to an extraordinary degree. Also owing to what I believe is its pivotal importance. I am keen to understand its interactions with the market still further through discussion and debate with others with varying views and expectations.
My background is divided evenly between science and engineering and brand building and marketing and I am equally comfortable in both the technical and aesthetic arenas but can perhaps serve best as an instigator and translator of engineering and business strategy into meaning in the form of brand value for non-technical persons.
From an investment perspective and as a business leader contemplating the growth in value and influence of a business, I am a believer in companies and strategies that focus on delivering meaningful brand value as the primary driver that yields all other metrics including the attraction of key and committed personnel, integrity in the design and function of systems, goods and services, valuable contracts and permits as well as financial structures that yield positive cash-flow growth and customers who are keen to support the company with both purchasing and promotion.
I am aware that the above describes the mode of conduct that is rarely achieved in practice, however it is no abstract theory that I espouse, it defines my own experience from the thick of delivering to those standards in a company growing at terrific speed from garage to dominant global brand. The body of commentary I have placed on this website is largely to aimed at demonstrating competence accordingly in a format open to public criticism.
Regarding contributions to this website, it is not my aim to promote nor to detract from the value of any particular stock. That being said, I am highly supportive of objectives I believe to be shared by Tesla in as much as they stand to be effective in achieving the widespread electrification of transport and the elimination of the use of hydrocarbons without reduction to the quality of human life.
I am also harshly critical of pseudo-science or other means of obfuscation that aim to promote the value of hydrocarbons as “green” or sufficiently “green” as well as misinformation aimed at hindering sentiment for genuine solutions to avoidable use. For example I have no issue with the statement “Natural Gas is cheap” but I will not tolerate the statement “Natural Gas is clean”. My issue in this example is not Natural Gas in the absence of a clean and economic alternative, it is selling it on an untruth as a means to supplant or suppress such an alternative.
If my comments aimed to expose mischief or to defend good science and reasoned thought in this regard yield no discernible justice for either camp, I would be all the more disappointed for it.
I believe that good business and good environmental stewardship are mutually attainable and in fact can yield better investment outcomes than clinging to old ways of doing things, and that goal has my support.
In the mean time, to the extent that any of my contributions here have helped you make a better-informed investment choice, then I am happy to have been of service.
Ashraf Eassa is a technology specialist with The Motley Fool. He writes mostly about technology stocks, but is especially interested in anything related to chips -- the semiconductor kind, that is.
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions.
I've been trading professionally for about 20 years and also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and the markets.
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others).
I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.