Long-only value investor running a fund for accredited investors, and a Marketplace subscription for objective buyside research. Pseudonymous to protect my IR access but if you send me your email address and show me your LinkedIn, I'll show you mine. I'm not like anyone you've ever met and am not doing this for the traditional reasons. I’m always up for a conversation with anyone interested in value investing or mental models.
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.
Joe Panettieri is a tech media entrepreneur and angel investor. His primary focus is co-founder, executive VP and content czar at After Nines Inc. and ChannelE2E (http://www.ChannelE2E.com), which guides IT service providers from Entrepreneur to Exit (E2E). Panettieri also co-hosts Tech News Today (a leading video podcast) each Tuesday.
Panettieri has co-founded, built and sold multiple IT media brands -- including MSPmentor, Talkin' Cloud and The VAR Guy. He previously held senior- and executive-level posts at CMP Media, InformationWeek, Penton and Ziff Davis Media. He has hosted IT conferences and CIO events worldwide, interviewing technology leaders like John Chambers, Michael Dell, Bill Gates, Mark Hurd, Eric Schmidt and Meg Whitman along the way.
After spending a dozen years making a big name for herself as a highly respected investigative reporter in the financial arena, Melissa Davis took a chance on her longtime dream in 2015 by becoming her own boss so that she could pour even more time and energy into uncovering the truth about suspicious public companies by conducting the deepest research of her award-winning career. At that point, Ms. Davis had already established herself as a fearless journalist with an impressive talent for exposing corporate fraud. Most recently, she served as the founding editor of TheStreetSweeper, a financial news website dedicated to warning investors about risky stocks that she essentially built from scratch. Under her leadership, TheStreetSweeper soon earned steady applause from some of the biggest names in the business and continued to flourish for years. Prior to launching that well-known website, Ms. Davis spent seven years on the staff of TheStreet.com -- an even more prominent financial outlet founded by "Mad Money" host Jim Cramer -- where she quickly rose to become one of the leading investigative reporters on a large and impressive editorial team. Already the recipient of numerous awards by the time that TheStreet.com hired her away from the largest newspaper in her home state, Ms. Davis went on to land a national prize for enterprise reporting from the Society of American Business Editors and Writers (SABEW) by the time that her tenure there came to an end. Today, she spends her days (and, when necessary, plenty of late nights) trying to do what she has always done the best even better: revealing the dirty secrets about publicly traded companies that investors desperately need -- and inherently deserve -- to know! (She also smothers her adorable granddaughter -- the other great love of her life -- with plenty of hugs and kisses at every available chance.)
BS in Economics, MA in Public Policy (International Economic Policy). J is a well-known voice in the global shipping community, with unparalleled investment results and a penchant for activist investing.
Mintzmyer founded Value Investor's Edge, a top-ranked deep value research service in May 2015, with the goal of establishing a top-tier community of deep value investors and activists. Value Investor's Edge subscribers leverage exclusive in-depth analytic reports and community investment experience to discover disconnects in global shipping and a variety of other beaten down sectors.
TipRanks.com ranked Mintzmyer’s performance in the top 3% of all global analysts at the end of 2015 for his 2-year investment performance. While compiling his research, Mintzmyer has interviewed numerous management teams at public maritime firms, and has worked with a multitude of investors. His exclusive analysis has received numerous 'Top Idea,' 'Must Read,' and 'Small Cap Insight' awards.
J is a CFA candidate and investment enthusiast who utilizes Seeking Alpha to provide an open exchange of both trading and investment ideas. Masters in Public Policy, with focus on International Security & Economic Policy from the University of Maryland, College Park. Distinguished Graduate of the United States Air Force Academy with a B.S. in Economics. President of Mintzmyer Investments LLC, a financial services company specializing in equity research and hedge fund advisory.
Extensive background in financial analysis, equity research, accounting, portfolio management, and customized asset allocation through nearly a decade of formalized education, personal studies, and practical experience. Avid reader of business/investments and biographies.
Legal Disclaimer: Any related contributions to Seeking Alpha, or elsewhere on the web, are to be construed as personal opinion only and do NOT constitute investment advice. An investor should always conduct personal due diligence before initiating a position. Provided articles and comments should NEVER be construed as official business recommendations. In efforts to keep full transparency, related positions will be disclosed at the end of each article to the maximum extent practicable. The majority of trades are reported live on Twitter, but this cannot be guaranteed due to technical constraints.
My premium service is a research and opinion subscription. No personalized investment advice will ever be given. I am not registered as an investment adviser, nor do I have any plans to pursue this path. No statements should be construed as anything but opinion, and the liability of all investment decisions reside with the individual. Although I do my utmost to procure high quality information, investors should always do their own due diligence and fact check all research prior to making any investment decisions. Any direct engagements with readers should always be viewed as hypothetical examples or simple exchanges of opinion as nothing is ever classified as “advice” in any sense of the word.
Investment professional with over ten years of Wall Street experience. I began my career in investment banking at Merrill Lynch. Following my time at Merrill, I worked for approximately seven years in private equity. Currently, I manage money for both qualified and non-qualified clients. I would classify myself as a long/short investor with a value-based approach.
I am Howard Klein, Publisher and Publisher of THE HOUSE EDGE casino investment site on SA.
For 30 years I held senior vp and exec VP positions in major casino hotel operations among them Caesars, Ballys, Trump Taj Mahal and have done extensive consulting assignments for many others in the US, including the native American property Mohegan Sun, in Connecticut.
I have also done special projects for Caesars Palace in Las Vegas. I was the founder and publisher of Gaming Business Magazine, first ever publication covering the gaming industry and have written extensively about the industry. My two books are presently sold as
Kindle ebooks on the Amazon site:
MASTERING THE ART OF CASINO MANAGEMENT and
THE GREAT AMERICAN CASINO BAZAAR.
I have appeared on industry seminar panels and on national radio and television discussing
various aspects of industry growth.
I am a graduate of NYU's Stern School of Business and did work toward a Master's degree in economics
at the Columbia School of General Studies.
MY INVESTMENT STRATEGY:
Due to the necessities of my casino consulting business which encompasses many top gaming companies, I have placed my own gaming portfolio into a blind trust over ten years ago. At that time I instructed my money manager(who is a former industry colleague herself as well as a corporate lawyer and money manager) to follow my gaming investment strategy along these lines.
1. I am a value investor first. Knowing the industry in depth I am able to plumb opportunities and problems others cannot see. Mostly I like to identify price ranges over given periods where I believe the market is asleep and I can buy in at the lowest possible risk.
2. I am a strong believer in management quality. Knowing so many top people in the industry allows me to evaluate which ones I believe have the "right stuff" to move a stock and which are populated by corporate drones.
3. I have instructed my manager never to trade on sugar high spikes in earnings or news per se but use the "string theory" I have developed which in brief, follows a skein of news and earnings releases over set periods of time for each stock and then move in or out.
4. I have instructed her to keep the portfolio diverse with holdings in four basic areas: Casino stocks in Las Vegas, Macau and the regionals, gaming tech stocks with real moats not just cute apps.
Overall I have done immensely well and share my views with SA readers and more specifically with strong recommendations and gaming stock strategy analysis based on my network of industry contacts for subscribers to my SA Premium Site: THE HOUSE EDGE.
Full-time investor. Formerly buy-side credit analyst (2yrs) covering Japanese + Asian companies. Before that, I was a cross asset derivatives salesperson at a large bulge-bracket firm, based in Tokyo (4yrs). I use Seeking Alpha to clarify and synthesize my investment thought process and to elicit feedback on my theses; additionally I like to connect with other investors and swap ideas.
You can read my finance-related blog at rapercapital.com (less organized than Seeking Alpha writeups, more my random musings on various finance-related topics).
Going forward I will try to tweet my investment-related thoughts/updates to articles/etc. You can follow me on Twitter, my handle is @puppyeh1
Always looking for new ideas across the board. Happy to exchange ideas/share thoughts/swap notes, feel free to private message me. I currently live in Singapore.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
I'm managing editor for SA PRO. I work primarily on our PRO product, though also in support of our marketplace product and in a few other areas on the site. I'm always happy to hear from readers and contributors, whether to help with questions, hear your feedback, or learn how you're using the site. I've been working at SA since September 2012.
I've been investing for 6 years. I used to write articles for Seeking Alpha before becoming an editor (while I'm proud of the work I did, it probably would not have been up to our PRO standards, which is a good thing). I am probably one of SA's most frequent users, and have learned an immense amount from contributors, readers, and SA employees.
Beyond the market, I like reading, travel, writing, playing/writing/listening to music, and learning languages. Probably most relevant to ask me about SA, but you're welcome to get in touch on anything else as well.
10 years of buy-side investment experience.
Disclaimer: Any content on this site is NOT investment, trading, legal, or tax advice, and none of the information available through this website is intended to provide tax, legal, investment or trading advice. Nothing provided through this content whether by the owner or posted by other writers constitutes a solicitation of the purchase or sale of securities/futures. The content on this site is intended for informational purposes only, and should never be used as investment advice. Please do your own research before making any investment decisions.
We have over 60 years of investment analysis experience. We have published investment research from the perspective of the buy side and the sell side. Our work has been used by institutions managing over $1 trillion in aggregate. We have published reports from both the long and short perspective and have worked with the largest short selling mutual fund in the world. We are long term value investors. It is our belief that, contrary to popular opinion, most individual investors and patient professional investors have the best opportunity since the beginning of our investment career to beat institutional and mutual fund managers in terms of risk adjusted performance. The "Information Arbitrage" advantage institutional investors have had is mostly eliminated, while the individual investor still can maintain an edge with "Time Arbitrage". Our goal is to provide institutional quality buy side articles that educate and stimulate investors in the hope of improving their returns. We also are willing to mentor young analysis who wish to improve their analytical skills.
I am an activist investor in US and Chinese stocks. I was previously an investment banker in New York Hong Kong and London for 9 years, focused on Equity Capital Markets. I look at both long ideas and short ideas and typically focus on a small number on names where I can spend the time to conduct very deep research. I spend my time living between Los Angeles and Beijing, China.
Ashraf Eassa is a technology specialist with The Motley Fool. He writes mostly about technology stocks, but is especially interested in anything related to chips -- the semiconductor kind, that is.
Shaun Rein is the Founder and Managing Director of the China Market Research Group (CMR), the world's leading strategic market intelligence firm focused on China. He works with Fortune 500 and leading Chinese companies, private equity firms, SMEs, and hedge funds. Clients include Apple, Yum! Brands, Richemont, DuPont, Ecco Shoes, LG Electronics, Samsung, Unitas Capital, CLSA, China Capital Today, Hutchison Whampoa, Lane Crawford, Hard Rock International.
He is the author of the international best-selling book "The End of Cheap China: Economic and Cultural Trends that will Disrupt the World” published by John Wiley & Sons in the US.
Rein is a columnist for Bloomberg BusinessWeek on business in China and teaches executive education classes for the London Business School. He previously was a columnist for CNBC and Forbes. He is often featured in the Wall Street Journal, Fortune, and The Financial Times and frequently appears on CNBC, Bloomberg, BBC, and CNN.
He earned his Master's degree from Harvard University focused on China's economy and received a BA Honours from McGill University. He sits on the Asia Council for St. Paul's School.
Sam Antar is a convicted felon and a former CPA. As the CFO of Crazy Eddie, Mr. Antar helped mastermind one of the largest securities frauds uncovered during the 1980s.
Today, Sam Antar is a forensic accountant. His primary work focuses on identifying and investigating public companies engaged in securities fraud by examining their accounting practices and performing an in-depth (deep-dive) financial analysis. His clients include law firms, research firms, hedge funds, and certain other entities. He advises law enforcement agencies and professionals about white-collar crime and trains them to catch the crooks.
His views on white-collar crime are frequently quoted in the print news media, online news media, TV media, professional journals, books, and blogs. He has appeared on Fox News, Fox Business Channel, WSJ Live, CNBC, Canadian Broadcasting Corporation, Canadian Business News Network, National Public Radio’s Planet Money, Progressive Radio Network, Reuters TV, RT News, and other media outlets to give insights on white-collar crime. His articles have been published by Business Insider, CNBC, Newsweek, Seeking Alpha, TalkMarkets, and other publications.
Stephen Simpson, CFA, is a freelance financial writer and investor.
I have worked for both sell-side and buy-side firms (equities and fixed income), with the largest percentage of my working time spent in med-tech. At this point I am now effectively in a "working retirement".
I write because I find that the process helps me take better notes, be more disciplined about modeling, and come up with a more coherent investment view for my portfolio management needs. If I'm writing about a stock, it's generally because I'm interested in it as an investment prospect or I think there's an interesting story to tell.
I don't share my models, so please don't ask.
More of my writings can be found at my blog Kratisto Investing (kratistoinvesting.blogspot.com), or Twitter (@Kratisto_Invest).
Kevin Berk is a strategic investor, entrepreneur and an expert in online media. He helped develop online ventures at CitySearch and Disney, and was instrumental in the merger of TicketMaster and CitySearch and the combined company's IPO. (It is now owned by IACI.) He founded Zeal.com in the online search and directory space. He then led the advertiser products team at LookSmart before co-founding online job search company YorZ and writing his blog, Berk Sure Has a Way (http://www.berksurehasaway.com/). Kevin combines an insider's understanding of online content, search and advertising with an eye for stocks and a clear writing style.
You can follow him on Twitter: http://twitter.com/#!/kevinberk
I've been in investment management since 1990, currently as the money manager for Worm Capital. I received my law degree from the University of Oregon in 1984, worked as an accountant for the international accounting firm KPMG, then got involved in investing. I've written over 300 columns for The Financial Times, TheStreet.com, Realmoney.com and SeekingAlpha.com.
Andrew Shapiro is Founder, President and Portfolio Manager of Lawndale Capital Management, an investment advisor that has managed activist hedge funds focused on small- and micro-cap companies for over 23 years, one of the longest periods of experience deploying an activist/relational investment strategy today. Mr. Shapiro’s proactive ownership approach has been effective in directly creating and unlocking shareholder value in Lawndale’s portfolio companies and has contributed to Lawndale’s activist funds often being ranked among the top event-driven and small-cap value funds in peer databases for long-term performance. In addition to leading Lawndale, Mr. Shapiro has also served as a Director or Observer on portfolio company boards and debt and equity bankruptcy committees. Mr. Shapiro is a member of the National Association of Corporate Directors (NACD) and, via Lawndale, has been a long-time Sustaining Member of the Council of Institutional Investors (CII).
Mr. Shapiro has more than two decades of portfolio management and analytically varied experience from a number of "buy-side" positions, employing a rare combination of credit, legal and equity analytic and workout skills. Prior to founding the Lawndale organization in 1992, Mr. Shapiro managed the workout and restructuring of large portfolios of high-yield bonds, distressed equities and risk arbitrage securities for the Belzberg family's entity, First City Capital. Before joining First City, Mr. Shapiro was involved in numerous highly leveraged corporate acquisition and recapitalization transactions for both Manufacturers Hanover Trust and the Spectrum Group, a private equity firm.
Mr. Shapiro received his JD degree from the UCLA School of Law where he was an Olin Fellow, an MBA from UCLA's Anderson Graduate School of Management where he was a Venture Capital Fellow and a BS in Business Administration from UC Berkeley's Haas School of Business, where he has taught finance courses and frequently guest lectures.
Mr. Shapiro was recently selected to the 2012 NACD Directorship 100, a list of the most influential leaders in the boardroom and corporate governance community. He is often quoted on matters of corporate governance, fiduciary duty and activist investing and has been the subject of several articles, including a Business Week article in 2000 calling him “The Gary Cooper of Governance”. Mr. Shapiro frequent speaks and panels on corporate governance and activist investing issues at a broad range of prestigious forums that include the Council of Institutional Investors, National Association of Corporate Directors, American Society of Corporate Secretaries, SEC Advisory Committee on Small Public Companies, and the Director’s education programs of Stanford Law School, UCLA Anderson Grad. School of Mgmt., the Wisconsin Business School and Yale’s Millstein Center for Corporate Governance, among others. Mr. Shapiro is a Contributing Author at Seeking Alpha.
Mr. Shapiro started Lawndale’s funds in 1993 with only $188,000 under management and through performance and added capital has grown the firm’s managed assets substantially. Lawndale applies a private equity approach through active and relational ownership of public company securities. In most investments, Lawndale plays a constructive relational role by actively working with boards and management teams to help them achieve their strategic and operating goals. In other instances, Lawndale is a direct value-unlocking catalyst, utilizing a range of tools that include aggressively promoting improvements in a company's governance and operational structures, proxy actions, asserting shareowner’s legal rights and taking active roles in restructuring and buyout proposal negotiations..
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
Rocco Pendola is an associate editor at Seeking Alpha focusing on technology and the sectors it overlaps with.
In addition to technology, I am interested in dividend growth and income investing.
I make references to music I'm obsessed with (e.g., Old 97s, Elliott Smith, Bruce Springsteen) in my writing. If you notice any of these references, it makes me happy.
A true investing contrarian with more than a decade's experience in the financial markets. I review a variety of sectors with both long and short ideas.
Blog address: http://www.atruecontrarian.com/
The top gold and silver analyst on Seeking Alpha. One of the few that does the hard leg work necessary in this field.
The Gold and Silver Report is in progress and will be ready in a month with a close look at some very interesting names from the junior level all the way up to the majors.
Boaz Berkowitz has a unique interest being a Seeking Alpha contributor as he not only has a passion for writing and companies in general, but was also Seeking Alpha's Director of Contributor Relations from 2008 to 2011.
Boaz is currently the Founder & CEO of TalkMarkets, a first of its kind financial website. TalkMarkets is a smart site which covers the entire breadth of the diverse financial realm but is customized and tailored to each individual user. Your interests, preferences, and level of investment sophistication influence what content you see and in what medium. This ensures a browsing experience which is easy, quick and personally relevant. Additionally, we've made interacting easy by incorporating the best social media tools and creating a few of our own.
As the first ever contributor-owned website, TalkMarkets is truly unique and issues its founding contributors equity in the company.
Boaz has a diverse background, having begun his career at Bloomberg L.P. in Manhattan. Later he was lured into the world of e-commerce where for nearly six years he served as the Director of Online Operations for Saturn Enterprises. He has also consulted for several companies including Atlas Air Worldwide Holdings (AAWW), the world's largest operator of 747 cargo aircraft, and GLX, the first global online financial community specifically for investors.
Boaz's interests extend beyond writing - he is involved with several charitable and community organizations. He sits on the Board of Directors for Binghamton University's Hillel and has served as an auxiliary police officer for the NYPD at Manhattan's 24th precinct. Boaz has an unusually supportive and understanding wife and four amazing children.
Debbie has just completed her sophomore year at Brandeis University in Waltham, MA where she is pursuing a double major in Business and International and Global Studies with a concentration in Environmental Science.
She is excited to join the Contributor Development team at Seeking Alpha!
Michal Slawny joined Seeking Alpha in August 2008 as the contributor relations manager where she builds and strengthens relationships with SA's contributors. She also oversees new contributor intake, creates contributor newsletters, and manages SA's author database.
Prior to joining Seeking Alpha, Michal was the media communications assistant for The Israel Project, an organization dedicated to educating the press and the public about Israel by providing journalists, leaders, and opinion-makers accurate information about Israel. Among other things, in this role Michal was involved in the inception and implementation of press events which were covered by major media outlets ranging from NBC News, ABC News, CNN, and Fox News to the Associated Press, Reuters and The Independent (London). She also conducted research, wrote and edited press material, and created and updated Web page content.
In 2005, Michal interned with Manning Selvage & Lee, one of the world's leading public relations firms. She also gained extensive public relations experience at Koteret Public Relations in Tel Aviv, where she was responsible for writing press releases and organizing photo shoots pitched to the Israeli and international press. Slawny graduated cum laude with a B.A. in journalism, focusing on public relations, and a B.A. in Romance Languages from the University of Georgia. While there, Slawny was heavily involved in student activism and reinstated Dawgs for Israel, heading the group for almost three years.
Michal may be reached at mslawny [at] seekingalpha.com.