Stock investors are always asking what is the catalyst for value to be realized? I originally thought like this which lead me to take too much risk. I now focus on being patient, controlling risk, and minimizing permanent capital losses. These steps have lead to significantly better returns. Even when there is no clear catalyst, an undervalued stock is eventually its own catalyst.
I think the benefits of communicating on Seeking Alpha are enormous. Many times I have a strong financial view of a company but do not understand the specific industry or industry competitive dynamics. I can often interact and read insightful comments from engineers, scientists, and technology experts. These experts offer great free advice and I try to add value in my specific areas of expertise. One area that I have been specifically helped is the energy sector.
While some investors are very negative of people who short, I view shorting stocks and posting factual information as noble. The focus of course is on truthfulness and accuracy of this information. Anyone who is posting rumors, lies, or other unscrupulous behavior (long or short) to manipulate a stock should be prosecuted to the fullest extent of the law.
I graduated from the University of Arizona in 2002 with a BS in Finance. From 2002-2006 I worked in the Wealth Management Group at Bank of America. I left Bank of America to manage family/friend money in long/short equity strategies. I also helped start-up two internet retail businesses.
I don't post much on twitter but think it is another great resource. I can be followed at https://twitter.com/jrhUofA
I currently live in Phoenix, AZ. If you live in the area and are a serious investor, please send me a note as I would be happy to meet and exchange our best ideas.
Thirty Five year career on Wall Street involved with Risk Arbitrage Analysis and trading and OTC Securities Marketmaking. Specialized in trading Bankruptcy, Litigation, Liquidation, Convertible Bond and Preferreds, Warrants and other Special Situations. Currently consult for Corporations and individuals on Maximizing Shareholder Value.
I am a physician by training and now a full-time investor and entrepreneur, with a focus on spin-offs. If spin-offs outperform as a group, why not select stocks from this group as opposed to the broader universe?
Microcap Stars provides stock recommendations on microcap companies that we believe can be the next ‘Stars’ of the industry. Because of their size (a market value less than $400 million) microcap stocks get little Wall Street attention. This lack of research coverage and understanding for microcap stocks can provide an undeniable edge to investors that do just a little bit of homework. We believe that Microcap Stocks should be a part of an investors active asset allocation. Learn more at our website: http://www.microcapstars.com
Thomas Bachrach, CFA is the founder and principal of PFH Capital, a single family office and financial consultancy. He received his BA in Economics from Cornell University in 2005 and became a CFA charterholder in 2014. He resides in the Philadelphia area with his wife and two young girls.
I am a finance and investment professional, working as a Wealth Manager in a well-reputed fund management/asset management company. I have experience of more than five years working in the finance and investment industry. CFA Program really helped me to have depth knowledge of financial markets around the world. I have a thorough understanding of the theoretical as well as practical approaches of the challenging profession of finance & investments.
A snapshot of my activities is as under:
I regularly communicate portfolio and market strategy to existing and prospective clients based on strategic and tactical market outlook and individual client circumstances.
Performed financial advisory and consultancy to individual and corporate clients.
Financial Statement Modeling (Spreadsheet Modeling) for different investors. Financial statement projections, share price valuation, sensitivity and scenario analysis.
I have experience of business valuation (public and private company valuation) using different types of valuation models like dividend discount model, discounted cash flow model, enterprise value multiples using fundamental analysis. Used NPV and IRR techniques to value projects. Made financial plans for different clients.
Advised entrepreneurs and small businesses how to get most out of limited resources.
Making investment policy statement (IPS) by Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Provided advisory services about Capital Market Expectations, Portfolio Management Techniques (Planning (IPS), Implementation and Monitoring), and how behavioral factors affects investment decisions.
Advised how to invest prudently in equity and fixed income segments of capital markets.
Prepared detailed analysis how economic and political factors (like interest rates, inflation, population demographics, growth rates, changing governments and government decisions) affects investments.
Conducting in-depth Financial Due Diligence for Investments, Businesses, Corporate finance activities, Mergers & Acquisitions, Private Equity, and other related activities.
I managed a portfolio of stock investments. I analyze stock exchange behavior regularly, monitoring the factors that affect investments.