An avid value investing junkie for many years, I have exhausted the people in my life willing to discuss my latest greatest investment ideas. So I find myself turning to the bigger audience of Seeking Alpha, learning a lot, and hopefully helping a few investors along the way.
Our Company is engaged in a number of diverse business activities. The Company adheres to strict value investing principles and adopts a long-term, fundamentals based, investment model.
Ronald K. Chan, CFA manages investment portfolios for families and individuals. He is a professional Financial Advisor with over six years of Investment Research & Financial Planning experience and four years of Accounting & Tax experience.
After earning a Masters of Accounting degree, Ron spent the first 12 years of his career in the financial centers of New York and Chicago working for blue-chip companies like Ernst & Young, Columbia Asset Management, and Pekin Asset Management and attaining his MBA, CFA, and CPA designations. Ron returned to Seattle in 2015 and established an investment advisory firm to serve families and individuals.
Ron earned his MBA at the University of Chicago, Booth School of Business (2010), Master of Accounting at the University of Washington (2003), and B.A. in Business Administration at the University of Washington (2002) with a double major in Accounting and Finance.
Ron holds the Chartered Financial Analyst (CFA) designation (2012) and a Certified Public Accountant (CPA) certificate (2005).
After working in Leveraged Finance at RBC Capital Markets and two hedge funds that focused on special situations and distressed investments, Steven Wood, CFA started his own firm focused on generating absolute returns through conventional and unconventional means. GreenWood offers clients primarily long ideas, as well as hedge and short ideas, but gives clients complete control over their own account, and has no lockups or liquidity constraints. GreenWood manages capital for institutions (primarily family offices) and high net worth individuals, but the only requirement is a minimum investment of $10k.
David Chopin is a freshman at the University of Missouri - Columbia and the founder of Student Investing Guide, a website dedicated to educating college students about the importance and how-to of investing at an early age. David has been investing for 3 years and hopes to pursue a career in financial analysis and ultimately portfolio management. His investing style could be described primarily as value/deep value/contrarian, but he believes that any company can present a good investment opportunity at the right price. David is also pursuing internship opportunities that involve security analysis/the formation of investment theses.
I'm a Buffett Graham disciple with an MBA in finance analyzing the best value stocks for your portfolio. Some people don't like to look at the "cigarette butts" or the stocks that have been oversold and beaten up by Mr. Market, but I like to dig deep. Visit me for frequent posts!
Tal Davidson, MBA
am the a research-driven value investor. I practice deep value investing, based on the principles taught by Benjamin Graham, and practiced by Walter Schloss. Over more than a decade of performing fundamental security analysis and practicing value investing, I have refined my methods for sourcing investment ideas, performing analysis and managing a portfolio.
Read more at taldavidson.com
I have written 2 dutch books on value investing: "Aandelen selecteren als waardebelegger" and "Beleggen in bull- en bearmarkten". See bol.com (search for the titles). As a mathematician (Ph.D.) I am most interested in investment strategies with statistically favorable returns. In particular I invest in net-nets (20-30% average annual returns). I find companies with low Enterprise Value/Earnings before Tax and Interest (EV/EBIT) and strong balance sheets (20% average annual returns) also very interesting. Since such stocks are rare I invest globally. Send me a message with your email address to get example articles of my premium research on Seeking Alpha.
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.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Founder of Old School Value (www.oldschoolvalue.com).
Fundamental Stock Analyzer & Valuation Tool for Value Investors to Save Time & Make Money
- Are you spending a lot of time manually gathering and inputting data into spreadsheets?
- Are you finding it difficult to keep up to date with fundamental company valuations?
- Do you need a way to quickly check whether a company is worth investigating?
- Do you want to know what a company is worth quickly?
The Old School Value Stock Analysis Software is a fundamental analysis and valuation tool that works for you.
Save hours each day by automatically retrieving and crunching the financials for thousands of companies.
Keep up to date easily and find more opportunities by analyzing companies faster and use the 5 valuation models to cross check whether the stock price is an attractive entry price or time to get out.
Learn more at http://try.oldschoolvalue.com/stock-analyzer/
I am a value/activist investor dedicated to the following ideals: (1) Focus on high relative strength, (2) Buy low, sell high aka "buy the dip, sell the rip" (3) Short high, cover low, (4) Go against the crowd, (5) It's all about the rules and discipline- hold them dear (6) Analyze the balance sheet-seek low debt,high cash and hidden value scenarios (7) Cut your losses short, let your gains run, (7) Don’t get emotional, (8) Follow the insiders- buy if they are buying, sell if they are selling (9) Be greedy when others are fearful and fearful when others are greedy.(10) Don't argue with the market unless you detect an inefficiency present-it is smarter than you are. In summary, some of these ideas might be construed as rather trite and overused, but consistent use of them pays off in the long run.
Mr. Krieger specializes in the food sector and is the originator of the "Basic Food Fund" index and the "Dirt Cheap Value Portfolio".Why the food sector? "everybody has to eat'!
He graduated from the University of Southern California with a BS in Business Administration with an emphasis in Corporate Finance. Mark resides in Cowan Heights, California with his wife, son and pug and is interested in mountain biking, gardening and reading.
Deep Value Investor has been in the finance game for over sixteen years. Was featured back in the day for making a killing day trading stocks.
I am focused on beaten down...out of favor stocks trading at 52 week lows and sometimes even all time lows. The goal is to identify companies that represent low risk bounce plays where the market is placing an incorrect value on the stock price.
Usually it will take looking at 50-60 companies to find one that presents a good to great risk/reward. The picture of "Scrooge" represents my philosophy of being miserly when it comes to investment dollars...to family, friends, you have to be as generous as possible!
Using Seeking Alpha to share ideas since it offers an avenue to be expressive and becomes a pseudo journal.
I began my career as an Aeronautical Engineer and had an interest in capital markets. My interest ultimately led me to go back to school to Purdue University in order to obtain my MBA. I am a student of the Intelligent Investor. I wait for Mr. Market to offer me dollar bills for less than 100 cents. My goal is to take advantage of short term inefficiencies in the market and let the long term efficiency make the corrections. Intelligent investing is not about flashing lights and quick speak, it is about sound, simple, and thorough analysis.
As I'm a long-term investor, I'll highlight some stockpicks which will have a 5-7 year investment horizon. As I strongly believe a portfolio should consist of a mixture of dividend-paying stocks and growth stocks, my articles will reflect my thoughts on this mixture.
I am an "extreme value" investor, focusing mostly on micro and nanocap companies selling for a steep discount to price/book, price/sales, EV/EBITDA and other traditional measures of value. (Price-to-book is my favorite.) My emphasis is on low priced stocks, since the marketplace is very inefficient in valuing them. I am a dyed-in-the-wool contrarian, and like to invest in the most unloved and out of favor sectors of the market, and numerically screen for the best relative values in those out of favor sectors. I like to buy companies where the insiders are buying in the open market, to "confirm" the underlying value proposition. I like to buy stocks trading near a multiyear low, and average down aggressively if the stock moves against me (assuming the circumstances for my purchase haven't changed.) I also like special situations, including selective leveraged turnaround situations, that I can catch at their "inflection" point. I have achieved outsized annualized returns, over the last 25 years, with these strategies. I also take 5%+ positions in companies, and engage in selective shareholder activism, to hold accountable the insular and/or corrupt boards that are sadly all too common, especially in smaller, "family run" public companies.