Adelphi Venture Capital invests in private and listed companies.
Over 30 years in the industry enables insightful equity research that provides alpha for readers.
Several years of experience in investment banking and private equity as a generalist with principal investments across senior and junior debt as well as equity.
I believe in the teachings of value-oriented investors such as Howard Marks or Warren Buffett with my own deviations and interpretations. Most important is an emphasis on maintaining skepticism in bull markets and risk aversion as the backbone of a largely contrarian approach in my pursuit to uncover value in long-term opportunities.
Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and to add an element of timing. Currently Tim Travis is the founder, Chief Executive Officer, and Chief Investment Officer of T&T Capital Management. T&T Capital Management is an Irvine, California based Registered Investment Advisor that manages accounts for both individual and institutional investors.
Travis was born in Laguna Beach, California and became captivated with the value investment philosophy in his early teens through reading books written by Benjamin Graham, and the shareholder letters from Berkshire Hathaway, and the Buffett Partnership L.P. Tim Travis became intrigued by the notion that stocks aren’t just pieces of paper but instead are fractional shares of a business that can be analyzed by comprehensive analysis of the balance sheet, income statement, and statement of cash flows. He majored in Business and Economics at the University of California Santa Barbara, graduating in 2004, and he also had the privilege of studying international economics at the University of Richmond in Florence, Italy. Tim Travis got his feet wet in finance working for both Scottrade and AG Edwards & Sons during his college career. Upon graduation Travis worked at the Vanguard Group in Scottsdale, Arizona. It was there that he learned that most mutual funds underperform their respective indexes, and he became disappointed at the overwhelming diversification in most mutual funds, that really makes most of them function as “closet” index funds.
After leaving the Vanguard Group, Travis worked for a small futures and commodities firm in Mission Viejo, California. It was there that Tim developed an adept knowledge of options, particularly the selling of options to take advantage of the higher probabilities involved. It was also during this time in his life that Travis began reading everything he could possibly find on value investing. Some of his role models in the field are Warren Buffett, Martin Whitman, Bruce Berkowitz, Seth Klarman, Peter Lynch, Glenn Greenberg, etc. After working with clients from around the world Travis broke away and started T&T Investment Management L.L.C.
At T&T, Travis refined his unique methodology combining value investing, with the selling of options to generate income and reduce risk. T&T experienced explosive growth by partnering with a local commodities firm. After several years Tim Travis realized that without controlling the majority of the company any longer, he didn’t have full control over the company’s strategic direction. Divergent business principles caused Tim Travis to break away and form T&T Capital Management. At TTCM which Tim Travis is the sole owner, he is allowed to offer only the best products and services, at a reasonable price, without conflicts of interest.
T&T Capital Management’s goal is build wealth for both individual and institutional investors, and to accomplish these goals Travis as Chief Investment Officer employs his deep value investing techniques. Each account is managed on a day to day, personal basis, and there are no cookie cutter portfolios defined only by one’s age and risk tolerance. Every security is researched and hand selected by Travis and his research team. T&T Capital Management takes pride in first class customer service and research which is regularly communicated to clients for education purposes.
Day trader whose strategy is based on arbitrages in preferred stocks and closed end funds.My group consists of 10 traders.We trade every single preferred stock or closed end fund that provides an arbitrage opportunity. Our research includes stocks that most of the people have not even heard. We have developed our own statistical tools that make most of our arbitrages statistically proven. As a trader I don't just analyse , I trade my analysis and pay the price when I am wrong.That is the main reason I respect opinions only when backed by taking the risk of being wrong.Words or opinions mean nothing in this business and the only person who is right about a certain situation is the one who makes money out of it.
B.A. in economics and MBA from top 10 business school. I have over 10 years of M&A / corporate finance experience. Currently head the New York Shock Exchange (www.newyorkshockexchange.com), a youth mentorship program that teaches investment management skills and competitive basketball skills.
I began investing at an early age and found myself intrigued by the financial markets. As I grew older, I became fascinated with the idea of stock picking as a way to grow my assets. When I began, I believed that "market perform" was good enough for my portfolio, but now I believe in the concept of "outperform". I search for undervalued, under researched companies that live in the small to mid cap realm that possess the potential to become large cap companies with multi-billion dollar valuations. Though I am still young, and admittedly have a lot yet to learn, I believe the returns generated through my recommendations will speak for themselves over the course of my tenure with the Seeking Alpha team.
Spent my entire 28 year career on Wall Street with over a decade at Bear Stearns. No "Wall Street Titan" in real life but WST is an alias that I've used for years on Yahoo so I use it when I write on SA. I have gained a significant amount of knowledge regarding the stem cell sector over the years and have recently launched a premium service covering this exciting area.
“one of the last great advocates of reason”
We manage a hedge fund that utilizes value investing principles and rigorous analysis.
Prospective investors, financial reporters, etc. can reach us using the Seeking Alpha messaging platform.
Kendall J. Anderson, CFA is the founder and President of Anderson Griggs Investments. Anderson Griggs manages equity only and balanced separate accounts from Rock Hill, South Carolina. Kendall was recognized by Money Manager Review as the number 1 large cap growth manager for 2004. His management of the firm’s large quality separate account has earned a Morningstar 4-Star rating for the 10 year period ending 12-31-09. Advisor Perspectives, a leading publisher serving financial advisors, awarded Kendall with the inaugural Venerated Voices Award as the most-widely read commentary by professional financial advisors in 2010, for his commentary titled “Good Enough” with Ken Fisher, Marty Whitman and Warren Buffett, published on November 30th, 2010. He is a regular contributor to Morningstar.com and Seeking Alpha, the most recognized names in the financial community for timely and actionable opinion and analysis. Kendall's company website may be found at www.andersongriggs.com. On a personal note, Kendall is one of just 400 individuals who have successfully finished the “Iron Butt Rally,” the “World’s Toughest Motorcycle Competition.” The Rally lasts for 11 days and covers more than 11,000 miles.
James has degrees in both Economics and Political Science. He is a small business owner with several years of past political experience and 17 years of active investing.
You can get a 48-72 hour advantage on all his work through Value Investor's Edge as well as exclusive research and analysis by J. Mintzmyer.
Most recently, Markos Kaminis predicted the stock market correction of 2015 through a series of prescient reports in August. (see proof here: http://seekingalpha.com/article/3482226-investor-who-predicted-the-stock-market-correction-offers-an-update ) Markos warned his followers to stop buying dips in stocks, raise cash levels for a near-term collapse and special buying opportunity, and he suggested aggressive investors or those in need of portfolio hedge use a volatility instrument to do so. He profited 30-fold in a matter of days on his contrarian view in August.
Markos N. Kaminis generated a 23% average annual return on "Strong Buy" stock selections over 5 years and ranked 2nd among a group of 60 analysts in-house as a Senior Equity Analyst over a seven-year period at Standard & Poor's. After proving his value in-house, he was promoted into a special role as an idea generator, supporting the portfolios of institutional clients as well as driving performance within S&P's recommended lists and portfolios. At times, Markos was responsible for up to 10% of the firm's entire "Strong Buy" list and is due a great deal of credit for the group's outstanding performance during his tenure.
Markos followed a group of 30-40 Small and Mid-Cap firms, and was charged with finding new buy and sell candidates across industry sectors. He generated a 23% average annual return over five years on his "Strong Buy" recommendations, and 26% over three years ended 2004. He was ranked 1st of 60 analysts in-house for his "Strong Buy" performance over 4 years (2nd over 5).
Markos also authored IPO research and wrote for high-level newsletters, The Outlook, Equity Insights and Emerging Opportunities, as well as for BusinessWeek Online. He represented his firm as an analytical expert commentator for major media, including television, Internet and through quotes and interviews in reputable publications.
What I want you to know about my plans: After witnessing the worst of Wall Street firsthand and having the ideal vision of my childhood career choice corrupted by reality, I almost switched to full-time charity work at age 40 and still have plans for a non-profit. However, I've since determined to put my stock selection skills, earned through blood, sweat and tears, to better use, and to make my own way. I've determined to give investors something rare, a dignified partner who can manage money with integrity and a clear conscience about the degree of due diligence behind investment decisions... someone who cares more about your money than your wife. I hope readers will become followers of my column here & at my blog, so that when our numbers are substantial, we might start an investment fund or two.
Prior to his Wall Street career, Mr. Kaminis spent time in the back-office, as a mutual fund accountant, where he managed for a time the work of two men. Before this, from age 11 to age 25, he worked as a carpenter's apprentice and carpenter with his father, in both commercial and residential projects. Mr. Kaminis has an intimate knowledge of the real estate and construction market, as well as the restaurant industry. However, as a generalist stock analyst, he showed the ability to learn any and the most complicated of industries in short time - and he gamed every challenge presented to him.
Mr. Kaminis earned his MBA at the Katz Graduate School of Business at the University of Pittsburgh, and his BA at Temple University in Philadelphia. However, Markos has been studying the stock market since age 13, when he determined his career path. He made his first investment at age 16, and funded much of his undergraduate education with the proceeds of his investing success.
Mr. Kaminis continues to keep busy forecasting the economic path and securities market activity. Markos is considering the eventual start-up a long/short capital appreciation hedge fund. Such a fund would limit risk through beta reduction, using a diversification strategy targeting sector & industry and long & short position inclusion. At the same time, Markos' theoretical fund would seek maximum capital appreciation through the exploitation of Mr. Kaminis' inherent economic & market discernment gift and proven stock selection skills. Mr. Kaminis also has a team of a select few analysts, technicians, strategists and economists that he has been impressed by over the years, which he expects to tap for the project when the time is right. Mr. Kaminis welcomes your interest in such a potential forward effort, and looks forward to discussing his plans with those appropriate and within legal constraints.
Markos is involved in very early stage entrepreneurial efforts in the testing of certain business models, all of which he intends to tie to a planned non-profit project. The tie will be that the businesses will give employment opportunity to individuals who would otherwise have difficulty finding gainful employment. It will house and heal the homeless, ex-convicts, those completing rehabilitation efforts for drug and other addictions, and others in need of help.
Markos is currently Directing the widely syndicated blog he founded, "Wall Street Greek," and is writing for other well-known publications besides advancing several businesses. Markos' column is syndicated across sites like the Boston Globe, Kiplinger Magazine, UPI and other reputable newspaper and TV websites, as well as private networks, Amazon Kindle, iPhone and more. In the past, he has written for RealMoney.com, Motley Fool and others. Requests to research specific companies are welcome, as we serve our readers. You may contact us via the blog contact info.
Mr. Kaminis welcomes you to follow him here at Seeking Alpha, where he is proud to be a long-time contributor to this strong team of writers. He considers the Seeking Alpha team and management close friends, and for you, people worth knowing and following.
Visit his site: Wall Street Greek (http://www.wallstreetgreek.blogspot.com/)
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.
MLPData is the leading site dedicated to providing investors with greater transparency into the full universe of Master Limited Partnerships and fund products. Our belief is that Master Limited Partnership's offer a very unique investment opportunity in light of the transformation of the North American Energy Landscape coupled with the unique tax considerations associated with distributions.
We are an independent and privately owned firm, launched by an entrepreneurial team with decades of experience in providing financial content and investment management services. Our objective is to expand the knowledge and investor interest in Master Limited Partnerships that are publicly traded, and the associated investment products such as Closed End Funds, Exchange Traded Notes and Funds and Mutual Funds.
Consultant / Investment research writer, focusing on natural resource companies & select other small cap opportunities. MBA, Financial Analysis, Top 12 rated business school, New York University (NYU) Stern School of Business.
Designated a Chartered Financial Analyst, "CFA" He's published hundreds of investment articles & CEO interviews on a number of prominent [Metals & Mining] and [Investment] websites including:
EpsteinResearch, InvestorIdeas, InvestingNews, MiningFeeds, Equity.Guru, Investing.com, Equities.com, CNAFinance, CountingPips, StockHouse, SeekingAlpha, TalkMarkets, CEO.CA, Investor-SMS.de, SmallCapMarkets.
On Twitter: @peterepstein2 Email: firstname.lastname@example.org
Ron Hiram currently manages investment portfolios and assists earlier stage companies in their capital raising efforts. He served as Chief Executive Officer of Cellnet Solutions, Ltd., a supplier of remotely managed networks of public wireless terminals providing voice as well as value-added data services in developing countries, from April 2008 until March 2010. From 2003 to May 2008, Mr. Hiram was a Managing Partner of Eurofund 2000 L.P., a venture capital fund focused on Israeli-related companies in the telecommunications, information technology and microelectronic spheres. Previously, from 2001-2002, Mr. Hiram co-headed TeleSoft Partners' investment activities in Israel. TeleSoft Partners is a Silicon Valley venture capital fund focusing on companies developing telecommunication-related technologies. Between1994-2000, Mr. Hiram served as Managing Director and Partner at Soros Fund Management LLC ("Soros"), an international hedge fund in New York, devoting the bulk of his time to private equity investments. Prior to joining Soros, Mr. Hiram worked at Lehman Brothers for thirteen years (also in New York), most recently serving as Managing Director of a workout and restructuring group. Mr. Hiram has served on the boards of directors of companies publicly listed in the U.S., including Ulticom, Inc. since January 2000 and Comverse Technology, Inc. from 1985-1986 and from 2001-2006 (including as chairman of the board from May 2006 to December 2006). Mr. Hiram also served on the board of TASE listed E. Wardinon Ltd. (2005-2007) and on the boards of numerous privately held companies. Mr. Hiram received an M.B.A. from Columbia University in 1981 and a B.Comm. from the University of Natal, Durban, South Africa, in 1979.
We are a team of market professionals with 18 years combined experience as investment advisers and stock analysts.
We specialize in the transportation sector (rails, air freight, ports, shipping and logistics). We use our deep knowledge about this space to help readers earn higher risk adjusted returns.
In addition, we have 11 years of experience trading options and use these to generate extra income. A client with a $100,000 dollar portfolio can expect an extra $3,000 to $8,000 from these investments.
Investment professional and CFA charterholder. I write on Seeking Alpha as a personal hobby and to elicit feedback on specific ideas and topics, help organize my thinking, and connect with intelligent people.
My name is Liam Garrity-Rokous and I am currently a junior pursuing a Bachelor of Science in Management, with a dual concentration in Finance and Corporate Reporting & Analysis, at Boston College in the Carroll School of Management (CSOM).
My approach focuses on meeting cash flow needs with portfolio cash flows (dividends and interest) with a focus on high and rising dividend yields. I take interest in the entire capital structure of a company to (try to) capitalize on inefficiencies between stock and bond markets.
What may make a horrible stock investment may also be an incredible bond investment (and vice versa)!
On top of earning the right to use the Chartered Financial Analyst designation (CFA) I also sport an Undergraduate Finance degree and an MBA concentrating in Analytical Finance, both from top tier schools.
Valens Securities is a boutique research firm with 90+ professionals, housing truly unique, disciplined, and unbiased research systems for equity analysis, corporate credit, and macroeconomic strategy.
Valens provides institutional investor clients with various tools designed for each level of the investment process:
- Valens assists in screening and idea generation using a broad set of unique signals and Quantamental screening criteria
- Our Market Phase Cycle™ macroeconomic strategy helps CIOs, DORs, and PMs to better understand directional trends in credit and equities markets and sectors
- We provide monthly and alert-based portfolio monitoring and review, helping our clients to confirm risk-reward opportunities and avoid torpedoes
- Upon request, Valens provides an unparalleled level of forensic depth for due diligence on concentrated positions on a client by client basis
Performance and Valuation Prime™: Valens insights in financial statement analysis have been featured in presentations and publications in the top finance and accounting forums in the world. Existing credit and equity formulae are simply not geared for the complexity and distortions in financial statements. The Statement of Cash Flows, often heralded as the solution to distorted financial statements, is possibly the most flawed. Valens Securities systematically reclassifies the severe accounting distortions, providing a base for far more accurate business analytics.
Our Earnings Call Forensics™ have been featured on CNBC and in Institutional Investor Magazine. This "ECF™" is a powerful, proprietary process for studying and evaluating management's physiology and other behavioral characteristics of management during quarterly earnings calls and other public presentations. We use tools and systems that other sell-side firms and credit agencies have been either unwilling or unable to use. Their reluctance to use these technologies often stems from their fear of endangering their relationships with management teams.
Valens Credit Ratings and CDS research and pricing have made Valens Credit one of the most read authors on Seeking Alpha. The application of "Fundamental Forensics" to credit default assessments and recovery rates has contributed to the body of knowledge of corporate credit analysis that has been presented to over 30 CFA Society city and country events.
Our focus on "Incentives Dictate Behavior™" has uncovered management incentives and drivers of corporate actions that have been prescient in securities analysis. Our team focuses on the incentives and structures that highlight management’s collective and personal risk tolerance for the company, capital structure inclinations, and propensity for certain corporate actions. This uncovers hidden payout incentives that drive the value and risk of a company’s obligations and ultimate equity value. IDB™ has also been featured in the highly-acclaimed book, DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth.
Valens Securities analysis teams are actually team-based with no “star analysts”. Our Chief Investment Strategist, Joel Litman, serves as committee chair for final edit of our publications. Our conflict avoidance procedures exceed that of any major agency, reducing analyst biases as we accept no issuer consulting fees and we report full disclosures of any related interests.
We disclose any holdings of any of our personnel or affiliates in any securities of the firm being rated, and not simply the credit. For holdings of any of our committee members, or any individual employee who provided analysis contributing to a particular rating, we disclose equity, credit, or options of that particular company being rated.
I started trading on a permanent scale five years ago. My goal is to create a stable portfolio over a period of time, whichs generates good stock- and dividend returns. I have a fundamentel approach towards investments decisions. Further, I have a broad experience in tax- and legal advisory (e.g. music rights, corporate income tax, value added tax and salary tax), auditing of financial statements, business consultancy, administrative services and assembling financial statements. My experience covers a wide variety of clients and companies with specific knowledge of the music and related busines.
Currently studying for the CFA Level One and looking for a job in finance.
I spend the majority of my working day looking for, writing about, analyzing and investing in micro-cap and nano-cap stocks. I choose the micro-cap/nano-cap, space to study and invest, due to the inefficiencies that are presented to attentive investors. I invest within my circle of competence, but am not afraid to widen my circle, through a philosophy based on; learning something new everyday. I also will write, invest and study companies outside of the micro-cap/nano-cap space if they catch my eye.
When not doing any of the former, you can find me: reading, working out, walking, spending time with my wife, traveling, and doing adventitious activities. Subjects that I like learning about outside of investing are: philosophy, politics, the energy sector, and economics. I have been featured on America's Voice for Energy and The Globe and Mail. I also hold a BA in Economics from the University of Michigan.
Feel free to message me anytime. I am always up for meeting new people.
Disclaimer: Nick reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation