I invest (technically) part-time, but I love the markets and immerse myself in them daily. I enjoy writing about my investment ideas as it helps me to organize my thoughts and I am happy to share if it helps others. I invite criticism as it will help sharpen my ideas, so please tell me where, in your opinion, I am going wrong.
Benjamin Kwasnick has over 10 years experience as an active trader and investor in the US Equity markets. Specializing in SPACs, pseudo-arbitrage and special situations, Benjamin seeks investment and trade opportunities that are under followed and poorly covered by the rest of the investing public.
Worked for big software and financial companies for 20+ years. Investing for past 15+ years his own portfolio. Eclectic approach biased toward value investing, dividends, trend investing, CEFs, option selling and hedging at market extremes.
Timothy Li, over 12 years of experience in FinTech industry with broad expertise in Technology, Risk, Credit, Marketing, Compliance and Operations. Tim is also servicing on various P2P, Crowdfunding, marketplace lending and fintech startup advisory boards including blinker.com, joinmosaic.com, zierofinance.com, docitt.com Previously, Tim helped to launch various marketplace lending personal loans portfolios. He served as Chief Risk Officer and Chief Analytics officer with various Business and Personal Loans portfolios.
I live in Stanford, CA and love investing. I am working on the creation of my hedge fund, Agloe Capital. If you live in the Palo Alto or San Francisco areas, feel free to message me if you'd want to meet up in person.
I am going to write about public market investing ideas.
All asset classes welcome, but it will likely be predominantly equities.
I will try to be concise and stick to factual analysis to get to the truth.
Discussion focusing on the investment case are highly welcome.
The frequency of posts will depend on how many ideas I find interesting / whether I have time to post. I accept no obligation to update historical posts with new information. I reserve the right to deal in discussed ideas without notification. Do your own work.
Born and raised in the USA, graduated with a degree in Finance then worked at a multi-strategy global hedge fund for about 4 years analyzing stocks all over the world. In 2007 I left the USA and moved to China to study Chinese and start a business. Now, I am the CEO and Co-founder of eFin which provides wall street level research to main street investors via a proprietary algorithm. Our eFin scoe that takes into consideration hundreds of factors to provide the best period of time to make an investment in a stock.
Nevertheless, my experience working at the hedge fund and running my own business has improved vastly my investment making decisions. I believe Warren Buffett said it best “I am a better investor because I am a businessman and a better businessman because I am an investor”. I have had my share of busts and winners and have gotten wise enough to always look at both sides of every investment no matter how negative or optimistic the situation is.
I am an engineer by trade but in my free-time I enjoy analyzing assets. I look across all industries for stocks with above average growth, free cash-flow and cheap valuations.
You can't spend relative performance.
Rick Konrad has been an equity portfolio manager for over 35 years. At present, he provides strategic management consulting to both institutional buy and sell side firms. His greatest joy outside of his family is education, in particular, training young people to become better research analysts, portfolio managers, and financial planners.
Fundamentally a value investor with an interest in special situations and catalyst driven plays.
"Finally, you have to be intellectually honest with yourself and others. In my judgment, all great traders are seekers of truth." Michael Steinhardt
I am a seeker of truth (and hopefully a great investor someday too, still much to learn though).
I have 3 kids under 10. We live debt free, own 2 used cars paid with cash and rent for $600/mo. I was tired of watching our Roth IRAs grow by %10 in 10 years in loaded mutual funds, while the S&P500 beat our Roths easily. With the help of Seeking Alpha authors I started buying stocks about 10 months ago. Up about %50 over all (+/- %10 in a given week due to high beta small cap growth stocks) Very excited about the opportunities ahead. So far I have done very well at picking stocks and timing my buy-ins. I need to learn when to sell. Any help or advice is welcome. I do this part time reading a few hours in the evening and on my phone at work. Thinking about doing this full-time.