Executive Director of SPVInvestor Research, Inc.
I am evaluating solar companies based on their operational, financial
and growth factors. I can be found on our forum at
My professional background is in distribution, logistics, profit and loss management
within supply chain at the distribution level.
Impera Capital Management is a long-biased equity fund that seeks to identify attractive investment opportunities in various market conditions. We believe a good investment ultimately depends on the purchase price and being a price sensitive buyer is the key to long term investment success.
Leigh Drogen is the Founder and CEO of Estimize.com and Forcerank.com. Estimize is an open financial estimates platform which facilitates the aggregation of fundamental estimates from independent, buy-side, and sell-side analysts, along with those of industry experts and private investors. By sourcing estimates from a diverse community of individuals, Estimize provides both a more accurate and more representative view of expectations compared to sell side only data. Leigh started his career as a quant trader at Geller Capital, a White Plains, NY based fund where he ran strategies that looked at earnings acceleration and analyst estimate revision models, as well as price momentum and several sentiment indicators. Leigh later went on to be the founder of Surfview Capital, a New York based asset management firm that used many of the same strategies as Geller Capital, with a focus on higher beta names on an intermediate term time frame. His educational background includes focus in economics and international relations, specifically war theory. He is a graduate with honors from Hunter College in New York City. You can contact Leigh by emailing him at Leigh@estimize.com
Value investor. Have a Master's degree from Carnegie Mellon University. Working at a financial group as an associate in New York City. Twelve years as an independent analyst and investor. Focus on small-cap and large-cap companies. May be on the long side or short side. Interested in privatization deals and investor activism.
I am currently an individual investor with focus on event-driven trading and long-short opportunities. I graduated Emory University in 2009 and am also a finance Phd dropout from UCLA Anderson. I could be reached at email@example.com
I am a software engineer in financial services by profession, with formal studies in IT and financial engineering. I have a keen interest in the financial markets and invest with a time horizon of months to years on companies that I feel are undervalued by the market and have a strong potential for growth.
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.
I am a Level III candidate in the CFA program. I have passed the Level I exam in June 2014 and the Level II exam in June 2015.
Outside of my interest in investing and stock analysis (which I currently do in my free time,) I am an IT project manager for a large multi-national firm. With my background in technology I have particular interest and stronger circle of competence in tech stocks, although I venture from this domain to certain other industries as well where I feel the businesses are simple and understandable or where I have particular first hand knowledge.
I consider myself a value investing enthusiast, following a bottom up fundamental analysis style approach. My value investing approach is quite simple - I look to "figure out the value of something, and pay a lot less".
I do not consider Growth and Value stocks as mutually exclusive, and in fact my favorite investments are:
small cap companies with good long term growth prospects,
strong business fundamentals
low financial leverage,
trading at an attractive valuation, and with some sort of short term difficulties that have caused the market perception to be negative in the short term.
To value companies I use a variety of techniques, sometimes heavily favoring traditional value metrics like P/B, and also I like good business (ROIC, ROE) trading at attractive multiples against EBITDA. I do discounted cash flow analysis where appropriate, and in some cases favor heavily on comparative valuation.