Bartex Capital Research LLC seeks to uncover deep value and special situations across a spectrum of equities. It currently does not manage nor intend to manage accounts in the forceable future.
Aaron is an author, entrepreneur, and consultant with extensive valuation and audit experience. His background includes retail automotive consulting, billion dollar pension auditing, and risk assessment and mitigation.
Aaron is a Certified Public Accountant, Accredited in Business Valuation, and holds a Master of Science in Accounting from Texas A&M.
He lives in Long Beach, CA with his wife, daughter and bird dog.
PhD - A Real Value Risk Estimation Model for an Emerging Market
Investment manager at Let it grow investments, Netherlands
Finance lecturer at the University of applied sciences Amsterdam, Netherlands
Data researcher at Bloomberg, London UK
Founder of Old School Value (www.oldschoolvalue.com).
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Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
I am a Chartered Financial Analyst (CFA) charter holder with over 10 years of financial and accounting experience located in Stamford, CT. I gained my work experience by working for two mutual funds and a big four and a local accounting firms. I started my professional career at Grant & Simmons, CPAs, followed by brief work at the Connecticut Venture Group and interned for a few years at PricewaterhouseCoopers tax department before my tenure in the investing industry. I am a member of the CFA Institute and in my free time I spend time with my wife and two boys, stay current on news, and occasionally contribute articles on the internet.
I am a CPA licensed in the State of New Jersey, currently working in a boutique accounting firm.
I am an avid reader of Benjamin Graham's works and apply his methods of analysis when researching investment opportunities.
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.
I appreciate any feedback to my posts. I attempt to respond to all initial comments by readers. There may be a delay in my response and time limitations may prevent further responses by me.
Hello, my name is David. I am a swing trader on bank and technology stocks, mostly the largest market caps in these two sectors. I monitor the fundamental trends then determine if some are over-priced or under-priced stocks for possible short or long positions. I also follow the seasonality and annual cyclical performance of companies, as applicable, for position set-ups. Sometimes I play pre- or post- quarterly earnings if the investor sentiment shift becomes too skewed and extreme. At that point, I also utilize technical analysis.
My view is from afar at a lake in Oklahoma in a low noise environment. I have traded for many years and noticed long ago I did better if I followed my ideas and ignored the chatter and buzz. Someone will always have a reason to buy or sell a stock no matter what the circumstances. Patience and timing is critical so as to not force a trade. Don't go to the trade, the trade will come to you if you are diligent.
Therefore, the less noise the better for me. Accordingly, while I analyze macroeconomic data and the specifics of company financial statements, I ignore business media histrionics and hype. I don't watch TV and especially don't watch business channels.
I receive my own alerts for companies I am covering and have my own calendar for macroeconomic data I am charting for trends. Technology has enabled me to create my own databases and monitor events without reliance on location or mass media. We've come a long way from the old Bloomberg screens which were seemingly a miracle at the time, lol.
30+ years experience in banking, insurance, economics, finance, investments, and public accounting, including owner and partner of financial institution auditing firms, financial institution auditor, vice-president of operations of property & casualty insurance company, vice-president of finance of life insurance company, public accounting audit manager, and public accounting SEC quality control manager.
Class President of the National University of Singapore MBA Program and former FX trader at CIBC (NYSE: CM). Sean holds a Bachelor of Commerce Degree with a Major in Finance and Minor in Economics from the Sauder School of Business at the University of British Columbia.
I am a former hedge fund portfolio manager that trades for my own personal account. I espouse Graham and Dodd/Buffett style investing, always on the lookout for value equities or bonds. A graduate of Northwestern's Kellogg School of Management, I lived in NYC for a decade before relocating with my family to the Charlotte, NC area in 2007.
Currently I am the Chief Analyst at sharpeequities.com.
For more information on my current endeavor, feel free to find me on LinkedIn.
"Nishkama Capital LLC ("Nishkama") is an investment manager with a long / short equity strategy with a focus in the Technology, Media and Telecom (“TMT”) sectors. Nishkama also makes investments in other sectors such as Consumer, Industrials and Financials. The Founder is the Author of "The Emotionally Intelligent Investor: How Self-Awareness, Empathy and Intuition Drive Performance."