The Curious Investor (http://www.TheCuriousInvestor.com) is an investing blog which hopes to provide both educational and informational content on a variety of investing topics. The author is a distressed and special situations investor who began his career in mezzanine lending and private equity. Views expressed are based on a value investing perspective and represent the author's own personal opinions and not supported by his employer.
Alex is an equity research analyst at Granite House Capital Management, a value oriented long/short hedge fund based in Boston. In May 2013, Alex was the feature of a Forbes Magazine article titled, "Meet One Of The Youngest And Brightest Hedge Fund Analysts That Isn't On Wall Street." He started investing in the stock market at age 10 and payed for college by working as an analyst for a Minneapolis based hedge fund. He focuses on the investing methods of great investors such as Warren Buffett. Alex looks to differentiate himself in the industry through persistent hard work and continuous learning. He is the youngest ever admitted member of the SumZero buyside network and was one of 14 buyside analysts in nation to be named to the 2012 SumZero Buyside Analyst Honors which was published in the Wall Street Journal as part of the 'Best on the Street' column and CNBC. Over 8,000 analysts were considered and he had the second highest return on the list. He was featured in the biography of investor Warren Buffett in a book called "Of Permanent Value: The Story Of Warren Buffett,". He maintains a blog called "Alex Bossert's Thoughts On Value Investing" with over 550 subscribers and over 300,000 site views. His work has been syndicated on Yahoo Finance, Google Finance, SeekingAlpha, and GuruFocus.
Linkedin Profile: http://www.linkedin.com/in/alexbossert
Aspiring value investor. Focus on quality of balance sheet, the new "net nets" (FCF), and the tenets of Benjamin Graham, Philip Fisher, Warren Buffet, and Charlie Munger.
Every investment should be a value investment. You're buying things at, by your estimate, less then they're worth. It's a no-brainer as long as your research is thorough and your assumptions sound.
Asif Suria is an entrepreneur and investor with a focus on event driven strategies including merger arbitrage and insider trading. He publishes a weekly post that includes the latest mergers and highlights the largest spreads. He also publishes a weekly post that highlights the top 5 insider purchases and sales of the week. Asif is also one of the earliest contributors at Seeking Alpha and has been regularly contributing content since 2005.
I am a value investor to the greatest extent possible. I also favor dividend stocks. I try to be a buy-and-hold investor, but sometimes I can't avoid the tempation to ring the register or to accumulate the inevitable tax loss. The main thing I have learned is that I have lost more money by selling too soon than for any other reason. I reside in Henderson, NV.
I am a value based income investor, primarily in common, with 15% in fixed income. I like MLP's, REIT's, CEF's, and BDC's. I select positions based on business fundamentals, ultimately concerned with their ability to continue to pay and to increase their dividends, and become fully valued. Started with Validea a few months ago, it is for real, already showing significant gains.
My cumulative total return for the past 3 years is 74%, 5 years 77 and 115% for 10 years. Only two of my average 25 positions decreased their dividend 2007-2010. Too good to be true, but I have been lucky. It has been a wild ride the past 5 years; new bubble building now, another opportunity on the way.
I am a retired commercial banker, evaluating businesses in the traditional way, always having a "margin of safety". I only withdraw the dividend and interest income produced, and am not concerned with the fluctuating value of my portfolio. I am working towards a true "value" portfolio, a'la Graham/Buffet/Klarman/Greenblatt, weaning myself away from dividend/interest consideration.
Private investor focused on value and GARP. Began investing in mutual funds just a month or so before Black Monday in 1987! I survived that and stayed the course. Been investing now in individual stocks for 16 years. I find that capital markets are a continual learning opportunity, particularly when one is getting his or her ass kicked! SA is a tremendous vehicle for exchanging ideas in a thoughtful and respectful manner.