NewOak is a privately held financial services consulting firm, which provides its services through five complementary business verticals: · Financial Markets Advisory · Financial Litigation Consulting · Risk and Regulatory Compliance · Credit Services · Financial Technology Solutions Our clients include the world’s leading financial institutions, law firms, regulators and professional services firms. NewOak executes its operations through an integrated business model, which combines the expertise of internal senior market practitioners with an externally developed network of industry-specific experts, many of whom have significant market and academic experience. NewOak is differentiated by a seamless integration of its people, processes and technology, the combination of which provides our clients with scaled, flexible and customized solutions to meet internal or external challenges, achieve results and gain competitive advantage in their markets. Our technology platform allows us to on-board and optimize client data for review or integration into NewOak’s external models, which assist our practitioners in determining the validity of the client data. NewOak developed its business model in the heart of the “Great Recession,” fine-tuning the model and our proprietary technologies through numerous engagements. As a result, NewOak can accommodate a diverse range of client needs, a broad spectrum of business issues and a wide range of asset classes, including but not limited to esoteric assets such as securitization securities, synthetic collateralized debt obligations, financial derivatives and life settlements. Headquartered in the New York, NewOak also has offices in Washington, D.C., Dallas, Denver and Danbury, Conn. We are passionate about providing the highest-quality consulting services, insights and market knowledge to our clients. We employ dedicated professionals who thrive in an intellectually demanding environment, and we continually reinforce a culture based on delivering value and enhanced by communication, collaboration and collegiality. Our senior consultants and subject matter experts are actively engaged in each assignment, typically working with lean and focused project teams. Most importantly, our experts and analytics teams are committed to our consulting methodology, which emphasizes: · Sound, research-based analysis · Well-supported findings and opinions with detailed documentation of each finding · Clear, concise, defendable reports and presentations · Independent, objective advice, free from structural conflicts of interest
-I have been investing since the fall of 2008 and invested through one of the most difficult investing periods in history and know the importance of dividend growth and stability during those times as well as during the good times. I started writing for Seeking Alpha a little over three years ago and I have been successful with the companies I write about, which is shown by my high TipRanks success rate (Link Below). https://www.tipranks.com/bloggers/brad-kenagy
I am a CPA, CFE and have a BA in finance. I don't like to lose money.
If there are any bank stocks you would like to have regular quarterly/semi-annual coverage on let me know, I add a lot of names throughout the year but want to provide regular coverage for interested readers.
Friedrich is the name given to our algorithm for analyzing companies that trade on the global stock markets. In creating Friedrich we concentrated on analyzing each company’s Main Street operations through various established ratios, along with our own unique ratios that we developed over the last 30 years. What we came up with is a final "Main Street" price per share based on Generally Accepted Accounting Principles (GAAP), which is a framework of accounting standards, rules and procedures defined by the professional accounting industry, which has been adopted by nearly all publicly traded U.S. companies. We feel that our Main Street price result is what each company would need to trade at in order to be attractive to a businessperson on Main Street looking to buy at a bargain.
Since the only constant in the universe is change, the results for each company fluctuate by varying degrees. No company is an island unto itself, but each operates in a world of constant change and at times in areas where Chaos is the norm. By analyzing a company’s Main Street operations over time, Friedrich is able to give the potential investor a decade long analysis (opinion) as well as offering a Trailing Twelve Month (TTM) analysis (opinion), as well. Thus our readers will not only get as close to a real time view of operations on Main Street as is possible, but then can measure the consistency of the company’s operations over time to determine if s/he should invest or not.
Through our Friedrich algorithm we can analyze ten years of Balance Sheet, Income Statement and Cash Flow Statement data for each company all at once and generate one final result in seconds. Friedrich was designed to be ultra-conservative and thus will cut zero slack to any company under analysis and will do so with zero emotion. Companies must be exceptional in order to get an attractive Main Street valuation and the ideal investments according to our backtesting are the ones that have been consistent over time.
By being so ultra conservative Friedrich is designed to identify bargains that Wall Street investors may have overlooked. Companies shares may trade on the stock market but the companies themselves operate on Main Street, so Friedrich is designed to generate a Main Street price per share first and only then does he go to Wall Street and see the price for which Benjamin Graham’s “Mr. Market” is offering the shares.
I am the VP of Monetization at Harvest (www.hvst.com). My role here is to ensure that Harvest is maximizing its monetization opportunities while maintaining the highest level of experience for our users, and advertisers.