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
I'm not a pro analyst, a pro investor, a hedge fund manager, or even a college graduate. I'm 25, which makes me, understandably, a bit naive and inexperienced in the world of investing - at least from most people's perspectives. In my defense, the stock market isn't what it used to be. Today, it's so future-based - Investors are making high-risk bets on companies like Tesla and Amazon (with some good reason) while forgetting that reputable companies such as McDonalds, Intel, and Starbucks who spend much of their time proving their worth over time.
I don't have much cash as I've spent a lot on school, but I like to invest across the board instead of just tech, and have enjoyed (or hated) owning companies such as Priceline, Limited Brands, American Airlines, Ford, Apple, and AMD among others. I do my own research, follow my gut, and buy or sell. I generally stay away from companies that I know nothing about such as a retail store or restaurant I've never heard of. I think that having personal experience with a product/brand helps me better gauge an investment. (i.e. I bought some Priceline stock literally days after buying my first Priceline vacation package back in 2012 due to its ease of use).
Why do I write articles for Seeking Alpha? Seeking Alpha is an excellent place for opinions and as a slight contrarian I generally have different perspectives from others, but I think that I'm not alone in these thoughts.
Some ideas I've had recently that aren't necessarily mainstream include:
1. Apple's Mac sales will start falling by as soon as next quarter for at least two quarters and may continue to fall consecutively unless MacBook Air and Pro prices or lowered or refreshed with an all new design (expected in mid-2016). Mac sales have been growing continuously (with the exception of the recession and a few single quarters of y/y declines due to refresh cycles)
2. Apple's iPad morphing into a mobile personal computer can can truly replace your laptop in a way different from a Surface. Today, this isn't possible and the iPad becoming a Mac isn't the solution. As the software and hardware for iPad expands, perhaps people with the intentions of doing more than Office and Netflix will come to have plenty of reason to own an iPad. As such, the iPad can slowly become a very big thing. This one is a bit out there, but I once suggested that AMD could create a semi-custom APU (after Zen) for Apple's Macs in order to offer a highly customizable x86 solution that would be many times more affordable than Intel. Apple has depressed the prices of Macs by a lot recently and making them even cheaper could allow the Mac to grow and reach market share levels that we thought would never come. If Intel keeps kicking AMD's ass though, you can scratch this idea off the list though. Next generation consoles arriving much sooner than expected. Specifically 2018, representing a 4-5 year life cycle of the PS4 and Xbox One. I believe that the current consoles are very underpowered - No 4K, no Virtual Reality, and it's slower than a equally priced gaming PC. Because of this, consoles are going to fall behind very quickly and the March arrival of a $600 Oculus could have profound effect on the gaming industry. Waiting another eight years may be too long, and I think that AMD will be the power behind the next generation.
I'm the author of six published books, an investor, and a cancer survivor. I got my start thirty-two years ago ghost-writing for a UCLA econ. prof who owned a popular stock-picking newsletter. I have been extensively involved in clinical research (consulted with various medical colleges on new technologies) as well as a speaker in post-doctoral continuing ed in the US, UK, and Canada. Right now, I'm re-editing books for publication and writing articles on Seeking Alpha for others who (like me) enjoy doing extensive investment research and profiting from it.
I graduated with a BSEE from NCSU. Following technology companies and developments is a hobby of mine when I have free time. A few years ago I started investing, and have tremendously enjoyed it. I try and share a unique view from an engineering vice an investor standpoint, and enjoy learning from others in the SA community.
A Network Engineer at one of the worlds largest ISPs. Spent two years as a licensed broker from 2003-2005 at Montauk Financial, and then at L.H.Ross. Had to leave position due to getting deployed. When I returned from overseas, I decided to enter a bit more of an honest business.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.