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My name is Mark B. Spiegel and I'm the Managing Member of Stanphyl Capital Management LLC. I can be reached at: mark (at) stanphylcap (dot) com. My Twitter feed is @markbspiegel
Alex B. Gray is the founder and editor of the Scavenger Report newsletter and the ScavengerReport.com website. The Scavenger Report is a research-focused investment newsletter for the independent-minded investor. The ScavengerReport.com website also contains independent research on individual stocks and related articles.
Alex has been an entrepreneurial thinker and private investor for most of his life. Alex is drawing on his over 20 years of experience as a private investor and his very broad experiences as an entrepreneur and corporate executive to uncover opportunities primarily in the equity markets. Prior to founding the Scavenger Report, Alex co-founded a web services company, two e-commerce businesses and an e-commerce software solutions company.
Previous to his entrepreneurial ventures Alex served as Senior Vice President and CIO of American Investment Bank, a former subsidiary of Leucadia National Corporation (NYSE: LUK) and Senior Vice President of Tranex Credit Corp. In addition, Alex has provided independent consulting services to companies in the finance, banking, transportation and real estate management industries. His consulting work was primarily focused on process improvement, cost reduction, risk management and acquisitions.
Lon Juricic is the President and founder of StreetInsider.com, a popular news analysis service on the web since 1999. Lon uses his trading knowledge and journalistic skills to present trading ideas to investors ranging from the novice to institutional level. He has been quoted in many top financial publications including Dow Jones, Bloomberg and Smart Money, among others. In his daily routine monitoring the "heart-beat" of the market, Lon tracks the movements of activist investors through their 13D filings with the SEC and notes them at 13DTracker (http://13dtracker.blogspot.com/).
Dana Kuhn is a long time value investor. He is a graduate of The Ohio State University with a BS in Business Administration Finance and a Masters of Business Administration. He also holds the Chartered Financial Analyst (CFA) designation.
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.
John Huber is the portfolio manager of Saber Capital Management, LLC, an investment firm that manages separate accounts for clients. Saber employs a value investing strategy with a primary goal of patiently compounding capital for the long-term.
John also writes about investing at the blog www.basehitinvesting.com, and can be reached at firstname.lastname@example.org.
I have extensive experience that primarily revolves around the forest products and related industries. This includes work in the areas of financial management, investment research, commodity analysis, securities transactions, financing, strategic planning, and M&A. My academic background includes an MBA along with an undergraduate degree in business.
Kerrisdale Capital is a private investment manager that focuses on value and special situations investments. We manage investment partnerships and separately managed accounts.
Brian Harper, CFA is Chief Investment Officer of Harper Asset Management, LLC, which he founded in 2001. Harper Asset Management is a value-oriented investment manager, primarily managing separate accounts for high net worth individuals. Visit us at www.harperasset.com.
Harper Asset Mgmt operates a bottom-up, fundamental, research intensive approach to investing. We focus primarily on value, special-situation, and micro-cap issues.