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.
AB is a research-driven investment firm that combines investment insight and innovative thinking to deliver results for our clients. At AB we believe that research excellence is the key to better outcomes and as a result we have built a global firm with exceptional research capabilities. We offer a broad array of investment services that span geographies and asset classes to meet the needs of private clients, mutual fund investors and institutional clients around the world.
Our mission is simple: To help you make money. In addition to generating our own analysis, we also draw ideas from the most talented stock pickers in the traditional equity and hedge fund space.
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“The way to win is to work, work, work, work and hope to have a few insights.”
– Charlie Munger
“People err who think my art comes easily to me. I assure you, dear friend, nobody has devoted so much time and thought to compositions as I. There is not a famous master whose music I have not industriously studied through many times.”
- Wolfgang Amadeus Mozart
"It is better to be roughly right than precisely wrong."
- John Maynard Keynes
My time frame for looking at an investment would generally be between two to five years.
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.
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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
Hi, I'm Sarfaraz A. Khan. I have got an MBA from University of Aberdeen, located in the heart of UK's oil industry. My specialties lie in energy and materials stocks, but I occasionally cover services sector, emerging markets and ETFs. My work appears mainly on TheStreet and Seeking Alpha.
I am not based in the US, which is why I do not have any position in the US listed stocks that I write about. I do, however, own shares of funds that usually hold a long position in either Exxon Mobil, Chevron, Royal Dutch Shell, Schlumberger, Halliburton, ConocoPhillips, Honda Motor Company, GlaxoSmithKline, Unilever, or their subsidiaries that trade on non-US markets.
AlphaBetaWorks provides risk management, skill evaluation, and predictive performance analytics. Developed by finance and technology veterans, our proprietary platform combines the latest advances in financial risk modeling, data processing, and statistical analysis. Our Risk Analytics are more robust than alternatives and our Skill Analytics are predictive.
For portfolio managers, we identify overlooked exposures, hidden risk clusters, and crowded bets. Managers can focus on risks in areas where they have proven ability to generate excess returns and avoid undesired risks in areas where they do not.
For fund investors, we identify the skills, crowding, and hidden portfolio bets of individual funds and portfolios of funds. Investors can identify differentiated and skilled managers that are deploying capital in areas of proven expertise – and more importantly, those that are not.
I am a part-time investor working towards becoming a full-time one. I have been interested in the markets since school but remained unconvinced by any investment approach until I found Ben Graham’s “The Intelligent Investor”, which was unfortunately not until my late twenties. I have been investing for five years and I am primarily focused on long equities, using Buffett’s “owner earnings” theory as the principle method of assessing intrinsic value. However, I am not averse to traditional value plays based on discount to tangible book when the opportunity arises. I hold an MBA with distinction from the University of Birmingham.
Having always been a learning machine, I speak five languages, have worked as a sales agent, project manager, translator, computer consultant, software engineer, built a house with my own hands, published books and essays on literature, philosophy and art, have written for magazines of various kinds in different countries.
After retiring early in 2004, little by little, I have become a fund manager for some friends and myself, following the principles of value investing laid out by Benjamin Graham, Phil Fisher, Charlie Munger and Warren Buffett. You can read about my thoughts on a suitable portfolio structure for early retirees here.
My articles should not be considered to be any kind of investment advice. What suits me well is not necessarily good for others, as successful investing is somewhat like a marriage: If only one is perfect, the marriage won’t work. So please do your own research and remember Benjamin Graham's advice: “The investor’s chief problem — and even his worst enemy — is likely to be himself.”
I run a very concentrated portfolio with 10-15 positions and invest for the long term. As of 12/2016, my largest position is Theravance Biopharma (TBPH), a company I had intensively and extensively researched long before any sell-side analyst noticed the stock. You can find my early work on TBPH on this site and my comprehensive in-depth research reports on all important pipeline assets here. I correctly predicted the evolution of the new GOLD guidelines for COPD, the sales trajectory of Vibativ and GSK's new Ellipta product range. My reports have been far ahead (in terms of depth, scope and reliability) of all sell-side work on TBPH. That said, I obviously make mistakes as well, although I've yet to make one that costs me serious money.
Other long-time favorites of mine are DaVita (DVA), IBM and a few European small caps which I have also partly covered on Seeking Alpha, e.g. Admiral (AMIGF), Fuchs Petrolub (FUPEF).
Stoyan Bojinov is a regular contributor of articles to ETF Database. His primary areas of interest include technical analysis and macro economic trends. Stoyan is also responsible for constructing and maintaining ETFdb’s lineup of all-ETF model portfolios as well as publishing ETFdb Pro content, including ETF Insider, ETF Edge, and developing in-depth research reports.
John Scherr is the founder and President of WhisperNumber.com, an independent financial research firm focused on earnings expectations. He is a regular contributor to Fox Business Network, and has been featured in Barron's, the Wall Street Journal, and MarketWatch. He is considered a leading expert on 'whisper numbers' and post earnings price movement analysis.
Since 1998, WhisperNumber.com has been the leader in social media analytics ('crowd sourced estimates') for earnings. Receive email alerts on those companies most likely to move higher or lower when they beat or miss the whisper number. These are the Whisper Reactors. http://www.whispernumber.com/suboptions_wr.jsp When earnings season gets underway, traders, analysts and investors are watching closely to see if companies' results squared with Wall Street's expectations. Of particular interest is the "whisper number". A veteran in the business, WhisperNumber.com takes a unique approach: its earnings estimates come from regular polling of its members. The site points to independent academic studies supporting its claims that the crowd is wiser than the Wall Street priesthood (www.whispernumber.com/study.jsp). WhisperNumber.com's free registration buys voluminous information related to the profit histories of companies entering earnings season. Type a ticker into its search engine for an exhaustive earnings profile of a company, alongside a calendar of coming earnings and an education center with whisper strategies for trading. A subscription payment of $395 for six months buys access to the company's premium offering, Whisper Reactors (http://www.whispernumber.com/signIn_wr.jsp), a list of highly volatile companies whose prices show a high correlation to their earnings outcomes. WhisperNumber.com claims a variety of double-digit returns for different types of plays over holding periods of 1-to-30 days. Trading on whispers is a technical play on market psychology, rather than a bet on a company's fundamental strengths. To a technician, share price is just a market-clearing mechanism that strikes a balance between buyer greed and seller fear.
I have been an independent investor and trader in the Forex, Stock Market, and Commodity markets for 10 years. I also serve as the managing director of a charitable fund.
Follow me on Twitter @spollack10
Twitter: @IbexInvestor; (https://twitter.com/IbexInvestor)
Value investing partnership/hedge fund with a focus on value investing and special situations. The portfolio is very focused, and I typically hold between 20-25 individual long positions in common stocks.
I received my MBA in analytic finance and economics from the University of Chicago's Booth School of Business in March of 2013, where I learned a significant amount about investing. Over the course of my life I've learned immeasurably more from a class that occurs one Saturday every year in Omaha, Nebraska. The class is virtually free of charge, and taught by two elderly men named Warren and Charlie. They teach me more about investing, business and life in 8 hours every year than a lifetime of MBA classes could, and I'm eternally grateful to them. I am also a licensed certified public accountant (CPA) in the state of Illinois.
Prescience Investment Group is a research-driven, performance-oriented investment firm. Prescience manages a private investment fund on behalf of its clients and principals with the objective of generating superior absolute investment returns over the full cycle of market and economic conditions.
We specialize in extensive, investigative research on difficult-to-analyze or obscure public companies in order to develop unique insights and identify singular investment opportunities. We seek out abnormally large disparities between what businesses are intrinsically worth and what they sell for and invest accordingly, long and short.
I'm A 31 Year-Old Stay-At Home Mom, Who Enjoys Writing About And Establishing Income-Driven Strategies Within Numerous Sectors. My Husband And I Are Happily Married (January 2015) And I Currently Reside In The Greater New York Area.
Motto: I invest in undervalued (i.e. cheap) well-established companies trading at a below market multiple.
The companies that I invest in are large stable companies with proven track records. My goal is the highest total return possible with the least amount of risk.
Professional Background: I am a healthcare practitioner with extensive experience in the pharmaceutical sector. I have a passion for investing honed over the past twenty years through various market cycles.
Our stock holdings are set forth below.
Own over 50 dividend paying stocks. Our holdings by sector. Animal Health/Dental: PDCO. Chemical/Agriculture: DOW, DD, FMC and MON. Consumer Defensive: KO, PG, MO, KMB, GIS, MDLZ, CLX, CL, KHC, HSY and SJM. Consumer Cyclical: SBUX, NKE and COH. Healthcare: ABT, ABBV, BMY,BAX, DGX, JNJ, MJN, LLY, PFE, MRK and HYH. Tech: ADP, ORCL, IBM, INTC, GLW, HPQ, HPE, NATI and TXN. Industrial: EMR, ITW, JCI, MMM, HON and GE. Telecom: T and VZ. Utility: AEP Miscellaneous: AVY, CDK, FAST, FBHS, SPGI and VSM.
KL is a special situations and opportunistic fund, managing a concentrated portfolio. KL believes that minimizing losses in difficult periods is critical to generate attractive long term returns. The Fund’s objectives are to minimize losses and generate returns in excess of the special situation hedge fund index, which is expected to return 10% pa. over the next 3 years. KL’s competitive edge is its rare ability to combine detailed and independent value-investing research with a unique willingness and ability to trade special situation securities.
KL Investment Partners may change or exit its holdings (buy, sell, sell-short shares) without updating its Seeking Alpha articles and without informing the Seeking Alpha community.
KL's articles, blogs and comments are not an offer to sell or a solicitation of offers to buy any securities. Securities of the Fund are offered to selected investors only by means of a complete offering memorandum and related subscription materials. There is the possibility of loss and all investment involves risk including the loss of principal.
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions.
I've been trading professionally for about 20 years and also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and the markets.
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others).
I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
MagicDiligence provides useful, simple, and effective stock screening tools inspired by Joel Greenblatt's Magic Formula® Investing methodology. Our Spells give value and growth investors a list of great stock candidates every day, and our advanced Spell Caster lets you create the Magic-style stock screen you've always wanted! Learn more about our exclusive set of investing tools today!
Manager of the Fifth Quarter Fund, a long/short equity hedge fund based in San Jose, CA. Multiple years of investing in stocks and options, with a recent focus on trading volatility ETFs and options.