Great ideas are the lifeblood of the investment business and the exclusive focus of The Manual of Ideas. Authored by investment and finance professionals who have grown up on the teachings of Ben Graham, Warren Buffett and Joel Greenblatt, and have studied under or worked with luminaries such as Yale Chief Investment Officer David Swensen and Economics Nobel Laureate James Tobin, MOI delivers timely, differentiated investment ideas. In a market flooded with data and opinion, we deliver clarity.
Hardassetsinvestor.com (http://hardassetsinvestor.com/) is a Van Eck Associates-sponsored, research oriented Web site devoted to sharing ideas about hard assets investing. The site has been developed as an educational resource for both individual and institutional investors interested in learning more about commodity equities, commodity futures and gold (the three major components of the hard assets marketplace). The site focuses on hard assets investing, without endorsing or recommending any particular investment product or approach.
Visit: Hard Assets Investor (http://hardassetsinvestor.com/)
I invest in U.S.-listed Chinese companies. My website is at www.chinesecompanyanalyst.com.
I take long and short positions in the public securities of companies that I discuss on Seeking Alpha. Although I choose to remain anonymous, I provide full disclosure of my positions at the time of the publishing of each blog post. For all of my posts, I may buy or sell positions in the three days prior to and after each blog post.
Nowhere on Seeking Alpha do I attempt to provide false or misleading information. All facts that I present on this site are true to the best of my knowledge. All opinions presented are my own and accurately reflect my actual opinion on the relevant subject being discussed at the time ...More of writing. To the extent you believe I have provided false or misleading information, please contact me at firstname.lastname@example.org and if I agree with your assessment, I will modify the relevant content in the Q&A section of a given post.
optionMONSTER® provides stock market insight, advanced options education, and actionable trade ideas to meet the needs of do-it-yourself investors. Our content is published daily at our website www.optionmonster.com in the form of free stories, webcasts, webinars, educational offerings and subscription services.
Chris Damas' contrarian equity research is broad based and covers energy production and infrastructure, metals, agriculture, chemicals, forestry, industrials, telecoms, retail, technology, financials, transports, renewables and special situations as well as US MLP's. Chris managed the second largest preferred share portfolio on Bay Street during the 80's and also follows currency and fixed income markets closely. His investment universe is broad and he spends most of his time hunting for actionable trade ideas and long term investment opportunities. His investment thinking and trading activity are now only available by subscribing to the US and Canadian versions of The BCMI Report (trademark) and The BCMI Flash (trademark) which are issued at least weekly and more frequently when opportunities and market conditions demand it.
Joe Eqcome is the pen name of Robert A. Frank, CFA, a Wall Street executive who has spent over 30 years as an investment professional. Mr. Frank is the founder of GrowthIncome Research & Management, LLC.
GrowthIncome Research & Management, LLC’s business mission is focused on generating supplemental retirement income through investment in regulated investment companies (“RIC’s” or “investment companies”) whereby the Firm can maximize investment income for its clients by virtue of the RIC’s conduit status.
RIC's include closed-end funds (CEF’s), open-end funds (mutual funds) and exchange traded funds (ETF’s). Other non-RIC, conduit vehicles include real estate investment trusts (REIT’s) and Master Limited Partnerships (MLP’s). Particular emphasis is placed on CEFs given their under-research and inefficient valuations.
Mr. Frank, a chartered financial analyst (CFA), spent his first 20 years in the investment business as a real estate research analyst for the investment banking firm of Alex Brown & Sons, Inc., (later sold to Deutsche Bank) where he was a managing director and group head of the real estate securities researched division.
Mr. Frank was later an executive vice-president, director of equity research and co-head of capital markets at Legg Mason, Inc. Mr. Frank founded Intellectual Capital Markets, Inc., a financial services firm in which he sold his interest; he also served as a real estate investment banker at a regional investment banking firm.
Mr. Frank has been a former "Institutional Investor" All-Star Analyst for multiple years, a featured interviewee for Barron's Magazine multiple times, a guest on Wall $treet Week and Bloomberg TV, former governor of the National Association of Real Estate Investment Trusts (“NAREIT”), charter member of the Berman Institute at the Johns Hopkins University, former Trustee of the University of Baltimore, former Trustee at Friends School of Baltimore, former director of Mid-Atlantic Realty Trust (sold to Kimco Realty Trust, Inc.), recipient of the “Life-Time Achievement Award” by the National Association of Real Estate Investment Trusts and the American Real Estate Society's "Award of Merit".
China OTC Player/Rising China Stocks, a blog run by China OTC Player and Platinum Tiger, focuses on uncovering the hidden potential in emerging Chinese stocks. They are MBAs (Stanford and Wharton) based in Los Angeles who have lived and worked in Singapore, China, Hong Kong, and other parts of the world, sometimes as investment professionals and sometimes in other fields. Their mission is to enlighten, enthuse and entertain as they pursue profits via investment in China's new growth companies.
Visit their blog: China OTC Player/Rising China Stocks (http://chinaotcplayer.blogspot.com/)
Michael Pettis is a professor at Peking University's Guanghua School of Management, where he specializes in Chinese financial markets. He has also taught, from 2002 to 2004, at Tsinghua University’s School of Economics and Management and, from 1992 to 2001, at Columbia University’s Graduate School of Business.
Pettis has worked on Wall Street in trading, capital markets, and corporate finance since 1987, when he joined the Sovereign Debt trading team at Manufacturers Hanover (now JP Morgan). Most recently, from 1996 to 2001, Pettis worked at Bear Stearns, where he was Managing Director-Principal heading the Latin American Capital Markets and the Liability Management groups.
Visit: China Financial Markets (http://www.mpettis.com)
Patrick Chovanec is an associate professor at Tsinghua University’s School of Economics and Management in Beijing, China, where he teaches in the school’s International MBA Program.His insights into Chinese business, economics, politics, and culture have been featured on CNN, BBC, NPR, and Bloomberg, as well as in Time, Wall Street Journal, Financial Times, New York Times, The Atlantic, Foreign Policy, and numerous other publications. He is a regular expert commentator on Chinese TV and radio.
Professor Chovanec has worked for several private equity funds focused on China, and serves as an advisor to numerous hedge funds, PE funds, corporations, and governments on China. Previously, he served as director of Institutional Investor’s Asia Pacific Institute, based in Hong Kong, and its Global Fixed Income Institute, based in London. Before coming to Asia, Chovanec worked as an aide to political strategist William Kristol and to U.S. House Minority Leader John Boehner.
Professor Chovanec first visited China in 1986, and has traveled to every one of its 31 provinces, as well as Taiwan. His travels have taken him to over 45 countries, including Pakistan, Cuba, Vietnam, and Cambodia. He is one of only a handful of U.S. citizens to have visited North Korea.
He holds an BA in Economics from Princeton University and an MBA in Finance and Accounting from the University of Pennsylvania's Wharton School, where he graduated as a Palmer Scholar. He is a U.S. Certified Public Accountant (CPA).
You can follow his updates on Twitter @prchovanec
He can be contacted at email@example.com
Cara Goldenberg is Founding Partner at Permian Investment Partners. Goldenberg got her undergraduate degree in chemistry in 2002 from Yale University in New Haven, Connecticut. Her first job out of college was working as a private-equity analyst at New York-based investment bank Morgan Stanley.
She then moved to Highbridge Capital Management LLC, the hedge- fund firm owned by JPMorgan Chase & Co., in 2003, and to Brahman Capital Corp., also in New York, a year later. She became that firm’s youngest partner, and oversaw a $2 billion European equity portfolio. She and two former Brahman colleagues started Permian with about $65 million in assets in August 2008 and it now manages about $100 million. Permian, which is named for the geologic period that ran from about 290 million to 250 million years ago, focuses on what it deems undervalued companies, mostly in Western Europe.
Rona Fried, Ph.D., is editor of Progressive Investor and CEO of SustainableBusiness.com. Known for her wide-ranging, deep knowledge of sustainable business, she speaks and writes on topics related to green business, green jobs and green investing.
She writes the "Investing in Clean Energy" column for Solar Today, and serves on numerous Advisory Boards: the WilderHill Clean Energy Index (ECO), which manages the bellweather clean energy ETF (PBW), the WilderHill New Energy Global Innovation Index (NEX), which tracks the clean energy sector worldwide (NEX), and PowerShares Global Progressive Transportation Portfolio (PTRP).
Bart King is News Editor for SustainableBusiness.com, producing daily news on green business and on green investing, as well as producing our Green Week in Review podcast.
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The author of Market Folly has experience at a long/short equity hedge fund, has been investing for a decade, and has degrees in Economics and Communications.