Craig is firm believer in Dividend Growth investing coupled with aggressive option trading on momentum trends. You can follow Craig's journey as he attempts to grow his personal investment portfolio into $1,000,000 at WWW.T20YM.com.
Saj Karsan founded an investment and research firm that is based on the principles of value investing. He has an MBA from the Richard Ivey School of Business, has completed all three CFA exams, and has an engineering degree from McGill University. Visit his blog, Barel Karsan (http://barelkarsan.com/).
I am a private investor building a value focused portfolio. While I do not work directly in investing, I do have a financial background and hold the CFA designation.
The goal of Margin of Safety Investing is to share my investing journey as I review and analyze investing opportunities using a framework inspired from my readings of “value investors”, starting with Benjamin Graham but also Greenwald, Montier, Greenblatt, Lynch and others.
The first focus of Margin of Safety Investing is to build a long portfolio of 15 to 25 companies which I believe provide attractive return prospects and an appropriate margin of safety based on the analysis I will share. The goal is to find companies that “I would ...More feel comfortable owning even if the stock market was to close tomorrow for a few years” (Buffet). Later I hope to be able to complement this portfolio with a few opportunistic (spin-offs, net-nets) or even short ideas.
As I go through this journey I will share my reviews and analysis in the hope that you will find them worth reading and discussing.
Visit my blog: www.marginofsafetyinvesting.com
John P. Reese is considered an expert in the systematic investing strategies of legendary investors, including Peter Lynch, Ben Graham, Warren Buffett and others. He has been active in the development of fundamentally-based quantitative models since the mid-90s. His research on Seeking Alpha will include stock ideas, strategy and value investing pieces, behavioral finance concepts, systematic and modeling methods as well as other long term investing concepts.
John is founder and CEO of Validea.com and also co-founder of Validea Capital Management, a asset management firm serving individuals and institutions. Validea Capital also runs an actively managed ETF that utilizes the fundamental stock selection models of investing legends.
John also sub-advises the National Bank Consensus American and International Equity Funds offered in the Canadian market. He holds two U.S. patents in the area of automated stock analysis and is considered an expert in the field of quantitative stock selection using the strategies of investing legends.
John is a columnist for TheStreet.com, Forbes.com and Canada's Globe & Mail and is co-author of “The Guru Investor: How to Beat the Market Using History’s Best Investment Strategies". He holds a master's of business administration from Harvard Business School and a degree in computer science from MIT.
A more complete biography can be found here: http://en.wikipedia.org/wiki/John_P._Reese
Stephen Yu is a CFA Charterholder and the President of Lumen Funds. From October, 1997 through December, 2014, discretionary, unlevered portfolios returned an average of 10.4% annually. The portfolios are long-only and employ value, contrarian, and event-driven strategies. Contact: firstname.lastname@example.org
I retired in 2010, at age 64, following 40+ years in accounting and corporate finance. My most recent positions were as CFO of a number of middle-market companies in the fashion and home furnishings businesses.
My principal objective is to maintain a portfolio of income producing common stocks, preferred stocks, MLP's, and bonds that will support my life style and provide an adequate hedge against inflation.
I spent most of my life in the northeast, in the New York and Philadelphia metro areas, and currently live in Florida. My real name is Sheldon; cpa28761 is my New York State license number.
Alan Brochstein, CFA, was the first investment professional to devote himself to sharing his observations about the cannabis industry from an investor's perspective publicly. He runs 420 Investor, a subscription-based due diligence platform for investors interested in the publicly-traded cannabis stocks and is also the founder of New Cannabis Ventures, a content aggregation site focused on investors and entrepreneurs in the cannabis industry.
Alan has worked in the securities industry since 1986, primarily with the responsibility for managing investments in institutional environments until he founded AB Analytical Services in 2007 in order to provide independent research and consulting to registered investment advisors. In addition to advising several different hedge funds and investment managers, including Friedberg Investment Management, where he participated as a member of its investment management committee, Alan was also a senior analyst for the independent research firm Management CV. In 2008, he began providing a first-of-its-kind subscription-based service for individual investors, Invest By Model, which offered two different portfolios that investors could replicate in their own accounts for $20 per month. Alan also offered The Analytical Trader at Marketfy, where he used fundamental and technical analysis in a disciplined process to offer specific trade ideas geared towards swing traders.
Alan launched www.420Investor.com in late 2013 as the premier source of information for "Green Rush" investors seeking to capitalize on the proliferation of legalized medical and recreational cannabis. In March 2014, Alan, who is a member of the National Cannabis Industry Association, began to focus solely on the cannabis sector. He launched www.NewCannabisVentures.com in late 2015.
You can follow Alan on Facebook (www.facebook.com/420investor) or on Twitter (https://twitter.com/Invest420). Alan also moderates a large LinkedIn group focused on the cannabis industry, Cannabis Investors & Entrepreneurs (https://www.linkedin.com/groups/6523904)
David Datny is Director of App Partnerships at Seeking Alpha. David is responsible for helping bring on new Application Partners for Seeking Alpha's Investing App Store. He's been with Seeking Alpha already since 2008.
Prior to joining Seeking Alpha, David worked as a analyst at a Hedge Fund a well as PartSearch Technologies, a late stage startup in NYC. He also has extensive Business Development and consulting experience working with various startups.
In the early 1990s, during the middle of a secular bull market, I began work on "A Modern Approach To Graham and Dodd Investing," that was not particularly suited for the decade of the 1990s, but was ideally suited for the following "Lost Decade" of the 2000s.