Whether you are a large or small firm, GeoInvesting will cater to your needs and create a sound process for corporate diligence. Our specialty is Portfolio Protection – in fact, every aspect of what we do boils down to various ways that your M&A process or investment portfolio can be safeguarded against red flags.
To accomplish this we choose to work closely with you so you can be kept abreast of the progress of our due diligence from start to finish, making sure that we cultivate a relationship of trust between our team and yours.
Who Can We Help Specifically?
We actually do not limit ourselves to any specific group? We have worked at great lengths with:
>High Net Worth Investors
>Private & Public M&A
>Other Due Diligence Firms
There is really no one that we can’t work with since we’ve covered just about every facet of the due diligence process, whether it be on-the-ground or “through the files.” We can even tailor our services to your specific requirements.
We have a retail solution for everyone – the long investor, the short investor, the pump and dump investor and the every day trader that is interested in the micro cap arena. We’ve shown that we can overcome the challenges posed by any market environment, quickly seizing investment and trading opportunities as they arise. Because of this, our Premium members have been able to enjoy above-average returns on our ideas. Our solutions enable us to cater to what matters to you the most.
Do you want access to reports that can convey the proper valuation of equities, reports that can immediately convince the market that these valuations are warranted? Do you want information arbitrage that allows you to be among the first to take action based on the intel? Do you need daily ideas, some of which have proven to be some of the most rewarding calls to action that the GeoTeam has offered? Would you like to follow our GeoBargains and select trades? Or do you just need to be part of an exclusive twitter following that receives alerts before the rest of the market?
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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.
My name is Chris Wu. I work for a long and short equity hedge fund with a value oriented investing philosophy. My long investments focus on conservative long term investments in quality businesses with solid, sustainable long term growth prospects and accountable management. My short investments focus on overhyped stocks with dishonest management, deteriorating fundamental outlooks and aggressive accounting policies, as well as outright fraud. Before joining the buyside 8 years ago, I sharpened my skills at a boutique US investment bank focusing on M&A transactions in the agricultural, industrial and basic material sectors. Connect to me on Linkedin at http://hk.linkedin.com/pub/chris-wu/26/546/991
Moon Kil Woong is currently a VP at a SME. Previously he was a tech stock consultant, VP of Research at ING, and sell side Director at Crédit Agricole Indosuez. Moon Kil Woong has a Masters in Public Administration from SJSU.
D.B. Research is a research firm focused on Chinese due diligence. Nearly all of our bilingual team is located on ground in China which gives us a significant advantage in determining the legitimacy of a given company. Presently we expect to be publishing mainly short ideas as our specialty is identifying and investigating fraudulent companies.
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 firstname.lastname@example.org
Paul Gillis is Professor of Accounting at Guanghua School of Management, Peking University, Beijing China. He is an evangelist for better accounting, auditing and corporate governance in China.
MaxSoar Group is an investment analysis team. We research and analyze a broad spectrum of financial assets including stocks, bonds, mutual funds, real estate properties, and private companies. Our knowledge and connections are especially strong in mainland China, Hong Kong, Taiwan, U.S. west, and Canada west. We also have knowledge in other eastern Asian countries such as Japan and Korea.
Mr. Roe has over 20 years of US and international investment experience, on the sell side, buy side, and as an individual investor. On the long side, he looks for value and compelling catalysts. On the short side, his current interest is in various US and Chinese companies worth zero.
I am a Wall Street veteran. Based on a few incidents a few years ago with Chinese companies. I have become a specialist in identifying techniques that Chinese companies use to misrepresent their business prospects (accounting fraud) and how they use these representations to organize large-scale thefts from US investors without judicial reprecussions, even when they are caught red-handed. I have spent much of the last year shorting and writing about Chinese fraud.
I strongly encourage anyone interested in investing in China to talk to people who have conducted business there first. The concept of business ethics is rare (much much more rare than someone from the West could ever imagine). Yes, this statement may seem over-the-top and black & white... but don't take my word for it... talk to others... if you spend time in China and investigate, my guess is you'll reach the same conclusion that I did.
Variant View Research and/or its affiliates actively manage trading accounts and may take positions in securities mentioned in its publications or the derivatives of those securities. Variant View Research and/or its affiliates may change its positions at any time without disclosure. We have a financial interest via our securities positions, but we do not receive direct monetary compensation for writing or publishing articles.
Information and opinions provided in our publications are compiled from or arrived at from sources believed to be reliable, however no representation or warranty, express or implied, is made as to their accuracy or completeness. In the event that we receive conflicting information subsequent to publication, we may not necessarily disclose such information or update our publications.
Our publications are provided for informational purposes only and do not constitute investment advice. Investing in securities involves a high degree of risk, and investment activity should only be undertaken after consulting a professional investment adviser.
51 years-old german private investor, using SA every day...
interested in emerging markets, especially china and technology-stocks
looking for both technical and fundamental analysis
Chairman, Founder and Chief Executive Officer at China First Capital (www.chinafirstcapital.com) , a China-based international investment bank and advisory firm for capital markets and M&A transactions.
China First Capital was established in 2007 and has its headquarters in Shenzhen, China. It serves a distinguished group of clients, including industry leaders in China, both private sector companies and SOEs as well as global corporations actively expanding within China.
Peter's insights and analysis on China, its capital markets and private equity industry are often featured in international media including The Wall Street Journal, Financial Times, The Economist, New York Times, Washington Post, Bloomberg, China Daily. Peter is an occasional columnist for three prominent Chinese-language business publications, 21st Century Herald, Caijing and Forbes China.
For up-to--date commentary and analysis, visit: www.chinafirstcapital.com/blog
Linkedin profile: cn.linkedin.com/in/peterfuhrman
Founding China First Capital is the fulfillment of a deeply-held ambition nurtured for 30 years. "I first came to China in 1981, as one of the earlier American graduate students in China. I left China after school. But, throughout, I never lost sight of the goal to return to China and start a business that would contribute meaningfully to the country’s revival and prosperity."
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)
Kenneth Pounds has been in the investment field for nearly 25 years. He is the president of Castlebury Advisory LLC, a registered investment adviser. He has a B.A. in Asian Studies from University of Colorado and speaks Mandarin. He has worked as an investment adviser, money manager, investment analyst and stockbroker. Kenneth is the author of Vietnam: The New Asian Dragon (2007) and most recently Then There Were None: Chinese Demand for Critical Materials in the Coming Decades (2011).
Blogger, Self-Made Analyst, Trader, Investor, Crowdfunder and Critical Thinker. Currently, I am looking for a job in the investment space. Job offers are always welcome.
The name "Dutch Trader" refers to The Golden Age. This was a period in Dutch history, roughly spanning the 17th century, in which Dutch trade, science, military and art were among the most acclaimed in the world.
Dutch ships hunted whales off Svalbard, traded spices in India and Indonesia (via the Dutch East India Company) and founded colonies in New Amsterdam (now New York), South Africa and the West Indies. In addition some Portuguese colonies were conquered, namely in Northeastern Brazil, Angola, Indonesia and Ceylon. This new nation flourished culturally and economically, creating what historian Simon Schama has called an "embarrassment of riches". Speculation in the tulip trade led to a first stock market crash in 1637, but the economic crisis was soon overcome.
In 1602 the Dutch East India Company was founded. It was the first-ever multinational corporation, financed by shares that established the first modern stock exchange. This company received a Dutch monopoly on Asian trade and would keep this for two centuries. It became the world's largest commercial enterprise of the 17th century. Spices were imported in bulk and brought huge profits, due to the efforts and risks involved and seemingly insatiable demand.
To finance the growing trade within the region, the Bank of Amsterdam was established in 1609, the precursor to, if not the first true central bank.
My background is Management, Economics and Law. This I studied at Fontys Business School in the Netherlands, with specialization in Banking and Insurance.
My passion is investing, writing, travelling, history, swimming, playing chess and enjoying my family.
I love to analyze companies and sectors and write about it. Main points of interests: China, Biotechnology, Consumer, Energy, Mining, Dividend, OTC Market, Food, Robotics and some other themes.
As an investor I have a bias towards value investing and the markets. All opinions are my own and do not represent the views of my employer.Valuation metrics play an important part of my investment strategies. My investment philosophy is Unloved, Underowned and Undervalued.
One of the best investment quotes is: The key to making money in stocks is not to get scared out of them from Peter Lynch.
Do you have any other business proposals or questions, just write an email to email@example.com
Dutch Trader, The Netherlands================
For the Securities Disclaimer & Disclosure, read:
Jacob H. Zamansky is the principal of Zamansky LLC (http://www.zamansky.com/), a leading securities arbitration and class action litigation firm in New York which represents both individuals and institutions in structured note, complex securities, hedge fund, and employment-related arbitrations and litigations. He is one of the country's foremost authorities for investors claiming broker wrongdoing, or for brokers claiming wrongful termination or other misconduct by their employer.
Mr. Zamansky was at the forefront of recent efforts to "clean up" Wall Street. In 2001, he successfully sued former Merrill Lynch analyst Henry Blodget on behalf of a New York pediatrician misled by Blodget's stock research. The case's successful resolution was the catalyst for New York Attorney General Elliot Spitzer to investigate the conflicts of interest on Wall Street and resulted in the well-reported $1.4 billion Global Settlement, which included many of the biggest names on Wall Street. More recently, Mr. Zamansky is one of the leading litigators and opinion leaders of the subprime mortgage crisis and the related hedge fund collapses, as well as on the misconduct associated with the wide sale of complex structured products to retail investors, representing both investors and mortgage borrowers who were defrauded by Wall Street firms and mortgage lenders.
Visit Jake Zamansky's blog (http://www.zamansky.com/category/blog/)
Although retired from active trading, I am still interested in tracking markets and stocks. I am working on a book about ways to do fundamental research for people like Seeking Alpha readers; I seek reader feedback. The industry I am the most familiar with is Paper and Packaging. I worked on the Buy Side (Investors) and Sell Side (Broker/Dealers and research publishers) for over 30 years. Sell side employers included Kidder Peabody, Drexel Burnham Lambert, BZW, Merrill Lynch, Bank of Montreal. Buy side firms included Citibank, John A. Levin, and Xylem Global Partners.
Xylem Global Partners, where I managed $100+ million in assets, was a market-neutral sector fund specialized in paper, forest products, packaging, building materials, and related industries. I have also researched stocks in a number of other industries. I have applied for tuition refunds from Stanford Graduate School of Business, which taught me Efficient Market Theory, now disproven, and Harvard College, which taught me Behaviorism, a now-discredited school of Psychology. Did I mention my odd sense of humor?
At first glance many situations appear obvious. Rigorous examination may reveal that the obvious is in fact impossible. My focus is on companies that unethically sell the impossible and thrive only with financial slight of hand. I am a retired businessman living near Austin Texas and I both delight and profit from shining some light on these deceptions.
I was in China small caps, but when you're right, you're right, so I exited stage left. Apparently the bears kept coming back, leaving the sector a pile of nuclear waste. Good job guys!
From here on out, I'm a global ETF man.
1st trade --- UESS, 50% haircut the VERY NEXT DAY.
2nd trade --- NBI, 40-50% shave over the next month.
3rd trade --- SPCHB ---- held 6 months, sold for about same as I paid. Apparently not only was this local company being poorly managed, but someone-or-other became interested in pumping and dumping the stock over the next 7-8 years. Imagine that!
4th trade --- TDFX --- 50% off in 1 week
5th trade --- WPJGX (Japanses MUTUAL FUND) --- 50% profit in 1 month
6th trade --- Later 1999 Tech MUTUAL FUNDS --- approx 40% profit in 1 month
7th trade --- Boeing (post 911), double over 6 months or so. Yippee!!!
8th trade --- Ran a search for growth stocks, came up with 4. Settled on Cephalon. Bought @ 70, within 3 months it hit 35. I sold, it went back to 70.
9th trade (with professional) --- SONS, GSX (75% loss over 5 years).
10th trade --- China small caps (post 2008 meltdown). Made 500%, then gave 1/2 of it back upon finding that someone-or-other had painted the ENTIRETY of the sector as a fraud. Imagine that! Made $150K or so and got the HELL OUT OF DODGE (see profile picture). As you may note, the viscious berzerk bear animal at the end of a villanous choreographer's chain kept coming back.
11th trade --- Global ETF's. Hold time...forever.
In my final entry here at Seeking Alpha, it appears that even my choice of screen names was ultimately unfortunate.
At the time I first invested in China Small Caps I was riding a Trek 5.9 bicycle quite regularly. I also knew that Lance Armstrong, who also rode Trek bikes, was the best *long* distance cyclists of all time. Poor me :-(. Apparently the sector, and Armstrong, will both go down as frauds...Imagine that. Having been trampled by a Babylonian Warhorse one too many times over my lifetime, I will now leave this sector to you fine fellows, and retire from the field. Best of luck to all in your battle with the grand choreographer, I think you will need it.
Over and Out,
M.R.W. aka TrekRider
Most recently, Jeremy held the title of Assistant Vice President at a listed investment bank's asset management group as a buy-side analyst. Previously he worked as a senior valuation analyst for a large international accounting firm. He has also worked in sales for a separate listed investment bank and as a consultant to the insurance brokerage industry. Currently, he manages a long-focused equity and debt portfolio. His financial research interests include capital budgeting, capital markets history, political economy, accounting, speculative patterns in securities prices and firm valuation. He is also interested in military history, modern philosophy and literature. Jeremy is a CFA charter holder.
I look for opportunities to invest where the expected value is sufficiently greater than the cost to invest and look to invest the appropriate portion of the total funds available. To make a gambling analogy, a highly favorable investment would be one where you could invest $1 on a flip of a coin and receive $10 if it flipped heads and lose only $1 if it came up tails. However, you would not want to invest all of your funds because you would be broke if the coin turned up tails. Thus, the goal is to find investments where the edge is sufficiently large and then invest the appropriate portion of the funds. The Kelly formula provides a theoretical basis for the appropriate percentage of total funds to invest in a single opportunity.
However, in the real world, the precise odds are rarely known. Thus, I seek to develop the ability and obtain the knowledge to calculate the odds with a degree of accuracy, and conservatively enough, to be able to make intelligent invesments.
With regards to equities, which I have primarily invested in, I seek to understand the economics of the business so as to evaluate its potential for long term success or failure. I seek to use this understanding, along with an examination of its financial statements, to determine if the company is undervalued or overvalued. I may then decide to go long undervalued companies and I may decide to short overvalued companies. My preference is to find companies to purchase, rather than to short.