Dutch investor using a fundamental total return approach using primarily financial metrics to measure performance. Most interested in value opportunities and growth at a reasonable price. 24 years young and write regularly for the largest Dutch investment Magazine Beleggers Belangen. Currently following two masters in Finance and Accounting at Maastricht University.If you have any questions please do not hesitate to contact me directly!
Yaniv is a managing partner at Eden-Alpha, a long-short global equity hedge fund. Eden is value-oriented hedge fund that invests according to the investing principals set by Benjamin Graham, Warren Buffett and other value-investing cannons of our time.
Yaniv has an MBA from INSEAD Singapore and a B.Sc. cum laude from the Technion in Israel. Yaniv has 7 years of value investing experience. Yaniv writes about investing ideas in stocks that are substantially under valued.
I use value investing methods of analysis to search out undervalued companies using a combination of financial analysis and a qualitative assessment of management, industry & company fundamentals and circumstances to evaluate the odds of a successful investment. Emphasis is currently on consumer non-durables with strong brands and market shares, but there is no limit to such investments only. Past investments have included oil companies, consumer retail and consumer durables.
----->Top Idea #1: Zooplus, publ. Oct. 24th 2014, return since: +116.3%
----->Top Idea #2: Coca-Cola Bottling Co., publ. May 20th 2015, return: +72%
(calculated as of Sept 30th 2015)
I try to generate a couple of high probability ideas (2-3) every year and take very concentrated positions based on those ideas. Over the past 8 years this strategy has generated a 22,87% compounded average return net of all costs and taxes on my investment portfolio, with the strongest returns mostly during the past five years.
Current sectors under coverage by me at Seeking Alpha:
-personal & household goods
Disclaimer: all investment analyses and information written and published by me, as well as all comments, should not be considered as investment advice or used as such. All readers are strongly urged to perform their own research and due diligence on the equity shares and other investment products I have written about. I have no business or any other forms of relationship with the companies featured in my analyses, unless explicitly stated so in the article disclaimer.
Peter holds a MSc in Finance and is currently acting as a Research Assistant, supporting empirical corporate finance academic research. Aspiring to be an investment/research analyst he previously held roles in management consulting, investment banking and private equity.
I have a Masters in Engineering and have been investing and trading for 10+ years, mostly in stocks, CEFs, and options, mostly simple options strategies. I prefer value and dividend investing focusing in the financial, utility and energy sectors. I'm always looking to learn and will take requests for bank or insurance stock analysis. If you want me to do a deep dive on it, drop me a line and I'll do it.
Actively following the capital markets since 2008. Graduated from University of Vienna Economics program in December 2013. My focus is on: Macro, Event Driven, Distressed, Contrarian, Value Investing, Global Economics. I am publishing investment research articles on Seeking Alpha. Follow me on Twitter: @LewiMacro
A young individual investor from Europe with a focus on building a dividend growth-oriented portfolio to achieve financial independence within the next two decades.
I write primarily about US and European dividend stocks, with the latter one being my main focus at the moment.
Dutch investor using a fundamental total return approach using primarily financial metrics to measure performance. Most interested in value opportunities and growth at a reasonable price.
24 years young and write regularly for the largest Dutch investment Magazine Beleggers Belangen. Currently following two masters in Finance and Accounting at Maastricht University.
If you have any questions please do not hesitate to contact me directly!
Senior Portfolio Manager and individual investor who started in high school and has been at it ever since. I have an MBA and have earned the right to use the Chartered Financial Analyst designation. I have worked in the business for over 15 years. My specialties include fixed income closed-end funds for generating income during retirement, micro and small-cap value investing, and macro analysis.
Fifteen-plus years professional experience in securities markets has shown successful investing and surfing to be a lot alike. Predicting the waves means you're a quarter of the way there, but the real skill comes from riding the large swells when they hit.
In the end, in the words of Buffett & Munger, all intelligent investing is value investing; acquiring more that you're paying for. You must value the business in order to value the stock.
I am currently a junior at Brown University studying Applied Mathematics-Economics. I have been involved in the Brown Investment Group for almost 3 years, where I was previously on the Healthcare Research Committee and currently am on the TMT Research Committee.
My investment style is primarily of a long-only equity value investor but I seek to learn and understand everything I can about all types of investing styles.
Individual investor – focused on picking undervalued equity in US and foreign companies. I emphasize book-value centered metrics, seeking out companies that have a consistent record of growing book-value in excess of cost-of-capital. I have a MBA from a leading business school. Find my newest investing ideas at my blog:
James A. Kostohryz has accumulated over twenty years of experience investing and trading virtually every asset class across the globe.
Kostohryz started his investment career as an analyst at one of the US's largest asset management firms covering sectors as diverse as emerging markets, banking, energy, construction, real estate, metals and mining. Later, Kostohryz became Chief Global Strategist and Head of International Investments for a major investment bank. Kostohryz currently manages his own investment firm, specializing in proprietary trading and institutional portfolio management advisory.
Born in Mexico, Kostohryz grew up between south Texas and Colombia, has lived and worked in nine different countries, and has traveled extensively in more than 50 others. Kostohryz actively pursues various intellectual interests and is currently writing a book about the impact of culture on economic development. He is a former NCAA and world-class decathlete and has stayed active in a variety of sports.
Kostohryz graduated with honors from both Stanford University and Harvard Law School.
You can receive custom delivery of all of Mr. Kostohryz's published work on Seeking Alpha, The Street, and other media, as well as exclusive material, by following the link below. It is absolutely free:
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Patrick Newell had a 30 year career as a space physicist, retiring from the Johns Hopkins University Applied Physics Laboratory in April 2015 to pursue his long time avocation as an investor. Preferred style emphasizes simplicity, especially holding common stock for long intervals, largely eschewing options, stop-losses, and other tomfoolery.
Being an Austrian petroleum engineering student, I have always had a strong fascination for the stock market. I bought my first stocks about 5 years ago. My main interests are European stocks, but I am continuously broadening my horizon.
Independent banking research, focusing on large U.S., Australasian and European banks. I identify long and short ideas and trading strategies around special events (CCAR).
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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.
Hi everyone, my name is Khen Elazar and I am a 25 years old student for political science. I currently work in an insurance agency in Israel, and studying to become a financial adviser. Hopefully, I will find the time to study for a master's degree in the near future. I am investing in the stock market since I was 17 years old. I did it with the help and guidance of my father who is an investment adviser. I used to invest in value and growth stocks, and in Israeli junk bonds. Over the past two years, I have been investing mainly in dividend growth stocks. I also enjoy reading and study new things. I am a political junkie and sport enthusiast, mainly soccer and NBA.
I spend most of my time reading through annual reports looking for a small-cap stock to feature in my monthly edition of "The Conservative Investor Digest." That is where you can find my best work, and that is where I focus my research. You can become a subscriber here: https://gumroad.com/l/HmqJx
I am a dividend growth investor from Europe. I'm building a portfolio of high-quality European dividend growth stocks that I intend to hold on to for as long as possible to provide me with passive income. I am on a path to financial independence. Follow me at www.bitesizedincome.com.
Born 7th of October 1990 in Lindenfels/Germany and raised in Lindenfels. Bachelor’s Degree in Business at the Alanus University of Arts and Social Sciences with focus on social finance. enrolled MSc in Finance at EBS in Östrich-Winkel with an Semester abroad at the EDHEC Nice which is ranked on 4th place world wide for its Finance Program. Incorporator and main shareholder of the Frenzel & Herzing Value Investment GmbH. Participant of the summer school in 2007 and 2009 by the German student academy (Schülerakademie).
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.
Hello everyone, my name is Giorgio and I am an undergraduate student in Economics from Venice, Italy. My dream job is to become a portfolio manager. I focus mainly on long-term investment ideas, with a focus on growth.
Here is my LinkedIn profile: https://www.linkedin.com/pub/giorgio-galvan/98/118/649
Disclosure: I'm not a financial adviser. All articles are my opinion - they are not suggestions to buy or sell any securities. Perform your own due diligence and consult a financial professional before trading.
Dale Roberts is an Investment Funds Associate with Tangerine Investment Funds Limited, a subsidiary of Tangerine Bank wholly owned by Scotiabank. My articles are for information purposes only and do not constitute investment advice or an offer or the solicitation of an offer to buy or sell any securities. These articles are my personal opinion and are not those of Tangerine Bank or its subsidiaries. Remember past performance is not guaranteed and may not be repeated. Investment strategies are not suitable for everyone and you should always conduct your own research or speak to a financial advisor.