MBA student at the Wharton School, WG '18. Formerly summer hedge fund analyst at Rangeley Capital, focusing on value and event-driven investing. Former investment banking analyst at Goldman Sachs and Business Operations at LinkedIn. Graduated magna cum laude in Applied Mathematics from Harvard. Interested in value and event-driven investing.
Interests: Investing and trading in bonds, options, and stocks.
Overview: As my user phrase implies, 'The Long Tail of Finance' can cover pretty much any topic within finance. That is: corporate finance, quantitative finance, and personal finance. However, in order to cater to Seeking Alpha's audience I will mainly focus on personal finance topics (i.e. investing & trading), and post original research supported by numerical analysis in hopes of presenting something both interesting and useful to the reader.
My instablog postings will primarily consist of what are called "working papers". I therefore welcome your feedback/comments since I don't as yet have a writing partner or someone who can act as a literary referee. By posting my work online it's my hope that you, the reader, can provide constructive feedback on my current posts as well as make suggestions for future research topics.
Individual investor with over 20 years of experience, starting with 100 shares of Pepsi Co and a few zero-coupon bonds, progressing to managing a portfolio of about 30 securities. Formerly a corporate finance manager focused on business development and financial analysis and reporting. The last 6 years of my corporate career were spent in Melbourne, Australia, and I am a CPA certified by CPA Australia.
I have over 10 years of financial experience working in a variety of roles:
1) JPMorgan Investment Bank Telecom, Media and Technology for over 6 years. Executing over $25bn of Mergers and Acquisitions, $15bn of credit financing, and $2bn of equity financing. Worked with CEOs, CFOs, IR, lawyers, accountants and other investment bankers. Built detailed financial models to determine companies earnings potential, valuation, and ability to service debt.
2) Buy-side long only thematic global and emerging markets investment firm.
3) Sell-side risk arbitrage and special situations independent research and brokerage firm writing research for risk arbitrage funds and special situations funds.
Work experience across the globe from Arkansas to Saudi Arabia.
I am a chemical engineer with a MS in Food Technology and Economics. I am also the author of 2 mathematics books ("Arithmetic calculations without a calculator" and "Word Problems") and perform almost all the calculations in my mind, without a calculator, making it easier to make immediate investing decisions among many alternatives. I invest applying fundamental and technical analysis and mainly use options as a tool for both investing and trading. In my spare time, I follow Warren Buffett's principle: "Some men read playboy. I read financial statements".
After graduating cum laude with a BA in economics from Harvard, I worked in hedge funds and investment banking for ~6 years before leaving to manage my own money full time. I am a CFA charterholder and focus mostly on microcaps / event-oriented trades as that is where I think the market tends to be least efficient. I also started a website to track interesting arbitrage opportunities for individual investors (link below) - check it out!
Scott Williams, CFA, JD, is the Founder, Chief Executive Officer, and Chief Investment Officer of S. Williams Capital. Mr. Williams has significant investment experience, with particular expertise in the areas of event driven, risk arbitrage, and value investing. Prior to founding S. Williams Capital, Mr. Williams was the Director of US Arbitrage for Loeb King Capital Management. Before joining Loeb King Capital Management, Mr. Williams was a Managing Director and Portfolio Manager/Analyst on Cantor Fitzgerald & Co.'s risk arbitrage/proprietary trading desk. Previously, Mr. Williams was an Executive Director and Portfolio Manager/Analyst on UBS AG's risk arbitrage/proprietary trading desk. Mr. Williams began his career as a mergers and acquisitions attorney, practicing law with King & Spalding in both Atlanta and New York. Mr. Williams has earned the Chartered Financial Analyst (CFA) designation. He is a member of both the CFA Institute and the New York Society of Security Analysts. In addition, Mr. Williams earned both a JD, cum laude, and an MBA, with Beta Gamma Sigma and Phi Kappa Phi honors, from the University of Georgia. Mr. Williams also earned a BS, cum laude, from Wake Forest University. Mr. Williams attended Wake Forest University on a full athletic scholarship. During his time at Wake Forest University he was a three time football letterman at defensive end and a member of the 1992 Independence Bowl Champions.
I am the author of Alternative Assets and Strategic Allocation, released in 2010 by Bloomberg Press/John Wiley. I have been involved with investments of all types on both sides of the Atlantic since 1980, as an equity analyst, portfolio manager, research director and corporate planner. I have established the investment function at several firms and introduced alternative investments where they had not previously been employed. I was deeply involved with shaping European Union securities legislation and have consulted widely to investment management firms, central banks and ministries of finance. I am also the author of articles appearing in the Journal of Risk Finance and the Journal of Trading. I hold a Ph.D. in philosophy from Yale University.
Feynman Investment Research LLC is an independent investment research firm that utilizes the value investing methodology to provide actionable and timely investment ideas on undervalued and under- recognized companies.
We focus primarily upon discovering positive asymmetric risk/reward opportunities in the micro,small and mid cap sectors.
Contact us at: www.feynmanresearch.com or e-mail: email@example.com
Andrew Walker, CFA, is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Mr. Walker also contributes to Sifting the World, a value investing forum.
Transcend Event Driven Research provides exclusive analysis and insight into corporate events such as mergers, acquisitions, spin-offs, IPOs and restructurings. Our high quality research aims to provide readers with timely and actionable event driven opportunities that will outperform in all market conditions.
By uncovering securities that are trading at a considerable discount to fair market value and by identifying the catalysts that will unlock this value, our unique insights will provide an advantage to investors. Our analysis includes an assessment of investment risk as well as an evaluation of potential outcomes across the capital structure.
Spencer Grimes is a former sell side equity analyst and private equity investor who now serves as principal of Twinleaf Management LLC where he focuses on sub-$3 billion market cap equities primarily in the technology, telecom and media space that he believes may be undervalued, out-of-favor, misunderstood or mispriced. He also teaches a post-grad Media Economics course at The New School in New York City.
I've had a 25+ year career in capital markets, derivatives and investment management. Through the '90s, I concentrated in derivatives and ran the Global Equity Derivatives Group at Chase (the group included several client driven and proprietary trading groups). I spent most of the 2000s running the research groups of two large fund of funds. For the past 5 years, I have been investing independently. I focus on event driven opportunities.
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.
"One of the best ways to do well in this business is to go to areas that have been unexploited by research capability and work them for all you can." -Julian Robertson Managing partner of the Schildpad & De Haas partnerships. Seeking Alpha PRO contributor since the library's inception in 2013. A special selection of investment ideas is available through the Exclusive Research service.
Mike Winston, CFA is the founder and Managing Principal of Sutton View Capital LLC, an employee owned hedge fund sponsor and advisor. The firm provides its services to high net worth individuals, family offices and institutions. Sutton View was founded in 2012 and is focused on event-driven and intrinsic value investing.
Mr. Winston received an MBA in Finance and Economics from Columbia Business School in 2005, and a BA in Economics from Cornell University in 1999. At Columbia he completed the school’s program in Value Investing, and while at Cornell studied for a year at the London School of Economics. He began his career in 1999 with Credit Suisse First Boston.
Mr. Winston is a CFA charter holder and a member of the Economic Club of New York.
Value investor who gains insightful guidance from the most intelligent and humble people on this Earth, including Warren Buffett, Charlie Munger, Seth Klarman, Bill Gates, and Guy Spier and many more. I enjoy writing insightful and well reasoned investment ideas and strive to learn something new everyday.
I'm an investor and a Chartered Business Valuator (CBV). I have been investing since I was a teenager. I love my work. I manage a private investment company and I specialize in business valuation.
I'm a huge skeptic by nature. If you had to put me in an investment category, I would fall under "contrarian/value" investor. It's not an investment style that I picked but one that reflects my personality.
Regarding my articles, I think to present my ideas present in a neutral light, without any hype or promotion, which is a rare thing these days.
Please note that any articles or comments on Seeking Alpha are not linked to my work, and the opinions or content mentioned are mine personally.
Editor for The Biotech Forum, the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade.
Please go to biotechforumsa.com for more on the Biotech Forum service available through SeekingAlpha. For Free Investment Reports on a variety of topics go to bretjenseninvests.com