John Thomas graduated with a bachelor’s degree in biochemistry with honors and a minor in mathematics from the University of California at Los Angeles (UCLA) in 1974. He moved to Tokyo, Japan where he was employed by a medium-sized Japanese securities house. Thomas became fluent in Japanese and was trained as a domestic Japanese research analyst and money manager. In 1977 Thomas became the Tokyo correspondent for The Economist magazine and the Financial Times of London. Thomas traveled extensively throughout Asia, interviewing premiers, presidents and prime ministers, writing on macroeconomic trends, and producing countless features about individual companies. Thomas witnessed China’s cultural revolution and was one of the first American correspondents to enter China prior to the U.S. normalization of relations. Thomas authored several books about the Japanese financial system still in use by business schools today. In 1983 Thomas joined a top US investment bank in New York with the mandate to develop an international equity business for the firm. In 1985 he moved to London, England to establish a presence in Japanese equity derivatives for the firm. In 1989 Thomas was appointed a director of one of the big three Swiss Banks with a mandate to design sophisticated hedging strategies for the bank’s considerable holdings of Japanese equity warrants and convertible bonds. With the invasion of Kuwait by Iraq, Thomas was drafted by the US Marine Corp to serve as a pilot. In 1990 Thomas became a pioneer in the nascent hedge fund industry by founding the first dedicated Japanese hedge fund. The firm managed segregated accounts for a variety of government agencies, banks, and high net worth individuals in Europe, the Middle East, and Asia. After a decade of spectacular absolute and relative performance he sold his firm in 1999 and retired to manage his personal investments in the oil and gas industry. Seeing incredible opportunities in the marketplace and yearning for the adrenaline and satisfaction offered by active management, Thomas launched a new hedge fund in 2007. In his free time Thomas is a commercial aircraft pilot, long distance hiker and mountain climber, wine collector and avid photographer.
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David is CEO of New Constructs (www.newconstructs.com), an independent research firm that leverages proprietary technology to find key insights from the Financial Footnotes of 10Ks and 10Qs. Having analyzed over 70,000 annual reports and their Financial Footnotes, New Constructs helps protect clients from the red flags/unknowns in SEC filings.
David is a distinguished investment strategist and corporate finance expert. He is a member of FASB's Investors Advisory Committee, and he is author of the Chapter “Modern Tools for Valuation” in The Valuation Handbook (Wiley Finance 2010).
David's insights into the markets and his stock picks have been popular with a wide variety of media outlets.
The Virtuous Cycle (TVC) educates individuals about time-tested money management and investment behaviors that promote long-term financial health. TVC manages growth and dividend portfolios while emphasizing that investor discipline and strategy, in addition to stock selection, are key determinants of investment returns.
Data Center Knowledge - Contributor: writing about data centers REITs -- a new and growing asset class -- attempting to bridge the gap between technology & traditional REIT investors.
Researching and writing at the corner of Main St. & Wall St. where real estate often intersects with trends in: technology, ecommerce, office/industrial, healthcare, cloud computing, energy infrastructure & green initiatives.
Recently covered breaking news and actionable ideas REIT ideas for Benzinga "REIT Beat," now Contributor/Sr. REIT Expert. Select articles featured on Investopedia.com, Seeking Alpha, and published on Yahoo! Finance, Google, MSN, Finviz and many other financial portals. Recent Select Freelance contributor for Motley Fool, writing about REITs and real estate topics for the Financial Bureau.
I have over 25 years of experience as a: developer of institutional quality office and industrial facilities, general contractor, homebuilder, managing general partner for private limited partnerships, and have performed consulting and transactional real estate services for others, including entitlements for planned commercial/office/industrial developments.
Past job experience included: V.P. of Energy Services for a Florida based Mechanical Contracting company, which subsequently was acquired by EMCOR (NYSE: EME). Responsibilities included development and "financial engineering" of projects to reduce energy consumption and total cost of ownership solutions, partnered with the two major Florida electric utilities, and private companies, (including Enron Energy Services!).
Education: UCLA - BA Economics, including graduate coursework in Real Estate Finance.
Masters Degree from St. Thomas University - Miami, FL
I've been contributing to SA since 2011, with a break to join the PRO editorial team from 2013-2015. I got my Series 7 and 63 back in 2000, and watched the dot-com bubble peak and then burst in real time at a small, tech-focused retail brokerage in NYC.
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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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I am a student and explorer of our mind, consciousness and reality behind the veil. I started investing in stocks in early 2015. Soon, I see what life leads me to with this experience. Stock market opens a window for me to interactively create and perceive the workings of the consciousness. It is an interactive mirror to explore and probe into the working of our own mind-emotion system, individually and collectively. My investment philosophy become gradually mature and can be summarized in the following aspects of an investment process:
1. Perceiving the economic characteristics of the business and its industry: the supply and demand, competitive landscape, value generation process and its share of contribution by labor, capital, tangible and intangible assets as well as economic goodwill (the unobserved value of the integrated whole business due to resource optimization and scale).
2. Understanding the financial and accounting characteristics of the company;
3. The mass *perception* of the above two determining of the price, which can be deviate from their true underlying value, sometimes dramatically due to limited scope of investors' attention awareness and its illusory effect;
4. Be aware of my own and investor's thinking process -- the hidden source drivers of every thoughts and urge to act, as well as the comprehensive and deeper insight regarding to the above three points, observing the influences of my own innate emotional drive and reactions.
Excessive return on investment can be achieved only when the subject "I", with a deep anchor inside and free from the influence of the mass mind, can perceive innocently and objectively the deviation in No. 3 that is going to diminish with high certainty, with the effect of time, by which the nature of 1. and 2. will unfold with more clarity through the manifestation of previously hidden and illusion-clouded true forces, or with the effect of direct intervention with the mass mind, through clear writing communication. In another word, there are opportunities where the market can misunderstand a strong deterministic force that "I" can see with clarity, meantime know that misunderstanding will correct itself by time. The ability of catching these opportunities makes an investor *conscious*, relying on all four factors above.
“Risk comes from not knowing what you are doing" -- W. B.
George Spritzer, CFA is a registered investment advisor at Southland Investments and specializes in managing closed-end funds for individuals.
George uses the following investment strategies:1) Opportunistic Closed-end fund investing: Buy CEFs at larger than normal discounts to NAV and sell them when the discounts narrow. 2) Exploit special situations: tender offers, fund terminations, fund activism, rights offerings etc.
John Rolfe is the co-founder of Argand Capital Advisors LLC, an investment advisor, and the portfolio manager of Candela Capital LP, a private investment fund focused on quality-driven event-based value investing. He has over twenty years of investing and transaction structuring experience in both public and private markets. John has an M.B.A. from The Wharton School, an M.A. from the University of Florida, and a B.S. from Virginia Tech.
ValueStreet Research is committed to identifying "time horizon arbitrage" investments; that is, investments where a temporary drop in earnings power is causing the market to overreact and therefore we can buy good, sustainable businesses for bargain prices.
Our time horizon for investments in generally 3-5 years. We are purposely vague in our price targets as we believe that it is impossible to value a company with complete accuracy. We generally only invest in things that we are confident are undervalued, despite not accurately knowing the fair value.
We generally invest by the principles set forth in Graham & Dodd's Security Analysis and highly suggest that any serious investor read that. However, we will also invest in companies where sustainable earnings power is a source of value for the business.
Jim Van Meerten is an advisor to Marketocracy Capital Management and writes on financial subjects here and on Barchart Portfolio Blogs and Seeking Alpha. He earned a BS in Accounting and Business Administration from Berry College; a Juris Doctorate from the Woodrow Wilson School of Law; and attended post-baccalaureate and graduate courses in Business Administration, Quantitative Math, and Education at Florida Atlantic University, Georgia State University and University of North Carolina at Charlotte. In the past he has been an accountant, attorney, adjunct professor in Business Law, Accounting and Internal Auditing, financial advisor, supervisory principal, and compliance officer. He also passed the Georgia CPA Exam, the Certified Internal Auditor Exam, and the FINRA Series 7, 24 and 9/10 exams.He is presently also a contributor on MSN Top Stocks Blog, Motley Fool and is a member of the M100 on Marketocracy, an elete honor chosen by the editors of Marketocracy as being in the top 100 portfolio managers of over 100,000 portfoiios they review. He would enjoy hearing your comments at JimVanMeerten@gmail.com.
Lejun James Shao is the founder of www.myIRAs.net (http://www.myIRAs.net/), WhitePine Investment Inc of USA, and CEO of WhitePine Software Inc, Beijing, China. He was the top finisher in MSN's 1st US One Million Dollar Investment Contest, "Strategy Open Tournament," with a +45.88% return in 4 months from August 28 - December 2008.
An IT wizard turned professional investor, James Shao graduated from the University of Michigan with a PhD degree in Computer Engineering in 1990 and worked as an assistant professor in Singapore's Nanyang Technology University for 5 years after graduation. He worked as Chief Software Engineer in DSP Technology, Design Engineer in Ford Motor Company, and several other high tech companies after his return. James Shao started his investment profession in 2001.
Adam Gefvert is the head researcher for White Diamond Research, a research firm for hedge funds and high net worth individuals. Primarily a short seller, he has saved investors millions of dollars by exposing highly overvalued small cap stocks. He has a 90%+ success rate with his Seeking Alpha short ideas. He specializes in technology, energy, and biotech stocks, because those are the sectors with the greatest valuation inefficiencies.
You can follow Adam on twitter @shiningboy