Value investor running a long-only partnership/SMAs, as well as a Marketplace subscription for objective buyside research. Pseudonymous to protect my IR access but I’m always up for a conversation with anyone interested in value investing or mental models. I also collaborate with a few well-known hedge fund managers and am open to swapping notes if we're looking at similar names.
My Marketplace subscription service, called “Outsourced Analyst,” provides small-mid-sized funds, family offices, or high-net-worth investors the workflow of an analyst for a hundredth of the price. I write objective coverage of high-quality, underfollowed small-caps that I'm working on / following. Subscribers also have early (sometimes exclusive) access to writeups of some of my best ideas like those I've posted on LQDT, CRAI, FC, LGIH, BOOM, CSWI, and so on. Bonus material is thought pieces - I place a lot of emphasis on learning and getting better - so if/when I make mistakes, I'll write up postmortems with what I learned, and maybe they'll help you as well... Membership will be limited to the first 250 subscribers.
Seeking Alpha T&C requires me to disclose that I'm a registered investment advisor; regulations require me to reiterate that nothing I say is investment advice - it's just my Monday-morning-quarterback opinion for your entertainment and amusement. Always do your own due diligence, consider your own financial position, and consult your preferred financial professional before making any investment decision.
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.
I am a retired veterinarian. I have been investing in stocks since the early eighties. During the earlier years of that time frame, I concentrated on small value stocks but now, since I retired, I mostly invest in large dividend payers.
I've been investing full time for over 15 years. I use a proprietary model based on a modified Graham, DCF & PE analysis. Results can be viewed at our website (address below). As a result of past investment decisions I was able to turn my attention to full time investing & research which has always been my passion. This site & website below are the best forums to share ideas and research. I've also developed several financial analysis templates detailed on the IIEX website available to site supporters. I am not in the brokerage/finance industry & am not a professional at finance or any related field. I have a degree in engineering although I spent most of my career in management & very little doing engineering calculations. Website: http://www.iiex.club/
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.
Founded in 2008, we are the general partner of two private investment vehicles (closed to new investors) with a total of $83 million in assets under management. We are not an investment adviser; please do not contact us regarding investment advisory services. If you are an institutional investor who wishes to discuss a shared position, we welcome the opportunity.
Value investor seeking investment opportunities in which I can exploit my durable competitive advatanages of both a small capital base and patient long-term investment discipline. From a strategy perspective, I primarily seek out the rare situations where there is a positive expected value to an explicit near-term catalyst and the odds of realizing that value are generous in my favor. By taking advantage of these pricing inefficiencies, I believe I can compound wealth at an above-average rate over a long period of time, while incurring a below-average probability of permanent capital loss.
Or perhaps it's just better to say I look for 50-cent dollar bills.
Lorenzo De Plano is an active trader/investor in both tech-based and large value oriented positions. Lorenzo De Plano is the founder of DPGW, which is a Venture Centric Sales and Marketing Firm that specializes in absorbing stakes in companies in exchange fro equity positions.
Interested in technology and financial markets. Undergrad in engineering, MS in Comp Sci and an MBA in finance. Building tools for individual investors to make more informed decisions about the stocks and mutual funds they choose.
Identify businesses that have long-term sustainable growth opportunities and are trading at a good value.
I am just a guy in my 50s. Pay no attention to my accolades or the lack thereof. Although I am not really interested in getting rich,...that is, I really have no ambition to spend money, I do, however, like to measure my grasp on reality by my (in)ability to beat the market. For a benchmark I simply use VTI and VXUS to determine if my slicing, dicing, tilting, ETF rotations, and stock picking add any value. My portfolio is humble but that is not the point. I live in the middle of nowhere in a desert oasis that is obscured from any traveler’s view by visible heat waves that blur the atmosphere. Hopefully my remoteness improves my objectivity.