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.
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Ryan Caldbeck is the founder and CEO of CircleUp, an online private equity marketplace that supports direct equity investments from individual accredited investors and small consumer product companies.
Before he founded CircleUp, Ryan Caldbeck worked in consumer product and retail-focused private equity at TSG Consumer Partners and Encore Consumer Capital. His experience in private equity exposed him to many great consumer and retail businesses that were too small to obtain funding through the customary private equity channels. As a result, he decided to make funding available to these small and promising companies through CircleUp.
Ryan received his MBA from Stanford and BA from Duke. He holds Series 63 and 82 licenses.
I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities.
I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor in History. My major track focused on Investments and Financial Analysis. While at Lehigh, I was the Head Portfolio Manager of the Investment Management Group, a student group that manages three portfolios, one long/short and two long only. I have had two internships, one a summer internship at a large bank, and another helping to manage the Lehigh University Endowment for nearly a year.
Disclaimer: Bill reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation.
I like investing in companies that have 1) wide economic moats, 2) good business prospects with increasing earnings, 3) easy-to-understand businesses and 4) trustworthy management. I would rather invest in quality companies at a fair or premium price than investing in mediocre companies at an undervalued price. My current investments include: Apple, Google, Facebook, Microsoft, Disney, MasterCard, Visa and Walmart.
I enjoy corporate strategy especially the influence of strategic choices on stock performance and corporate earnings. Good strategic choices influence customer choices, corporate relationships and the quality of earnings. That's the focus of my curiosity and optical lens through which I write and read articles.
I am a graduate of the Carlson School of Management with an MBA in Finance and Strategic Management. My other interests are business development, working with small businesses and cycling.
How may I help you?
Doug Young is a China business news veteran, with nearly a decade of experience writing about China's colorful cast of publicly listed companies. He currently lives and works in Shanghai, where he comments on the latest China company news at Young's China Business Blog, a community for people interested in buying and selling China stocks (www.youngchinabiz.com). He also works as an lecturer in the Fudan University Journalism School and is writing a book on the media in China. Before moving to Shanghai, he worked as a reporter and editor for 10 years at Reuters, covering China's dynamic company news scene for most of that time. He was most recently chief correspondent for Reuters' reporting on corporate news in China, leading a team of a dozen reporters covering all of China's major industries.
Sharon di Stefano has spent 20 years as an analyst, beginning her career at Smith Barney, Harris Upham & Co. specializing in medical devices, pharmaceuticals, healthcare information technology, and biopharmacology. Ms. di Stefano had also served as Senior Venture Officer for the Edison Innovation Fund, implemented through the New Jersey Economic Development Authority that provided funding for early-stage life sciences companies. Industry experience includes laboratory research for Johns Hopkins Hospital and the Department of Defense.
Ms. di Stefano received a Masters of Science degree, in Business, from Johns Hopkins University in 1986, and a Bachelor of Arts from the University of Delaware in 1984 with a minor in biology.
I am an independent equity research analyst and consultant. I focus on finding small-cap biotech stocks where I believe there is favorable risk / reward because of misinformation, lack of information, or a potential fundamental turnaround. I provide detail analysis for investors and investor relations companies. I also provide due diligence and advisory services to companies. Some names I write on I invest in personally and will disclose my position. Names that have hired me to provide due diligence or advisory services I will disclose a business relationship. I previously worked for Zacks Investment Research from 2003 to 2015 as a Senior Biotechnology Analyst. Prior to Zacks, I spent 1999 to 2002 managing money with Eastover Capital in Charlotte, NC where I focused on large-cap equities, specializing in healthcare, energy, and technology. Prior to joining Eastover, I worked as a research scientist for TechLab, Inc., a biotechnology company focused on developing diagnostic kits and vaccines for infectious diseases, between 1995 and 1998. I also spent a year working at the Fralin Biotechnology Center, and a year working for a cancer researcher while at Virginia Tech. I have a B.S. in Biochemistry from Virginia Tech, with a B.A in Chemistry and a minor in Math. I have a M.B.A. in Finance, with a concentration in Securities Analysis, from Wake Forest University. I hold the Chartered Financial Analyst (CFA) designation.
Assumes multiple responsibilities in a leading global fintech firm, with current role developing quantitative models and investment strategies with a wide spectrum of financial data, in particular the proprietary index business by collaborating with index providers and fund sponsors to build smart-beta indices and prototypes. Holds a Master on Molecular Biology and Biochemistry from Fudan University Medical School, MBA from Case Western Reserve University Business School and is a Chartered Financial Analyst (CFA) member of New York Chapter (NYSSA).
Bill Gunderson @billgunderson is the CEO and Chief Market Strategist of Gunderson Capital Managment in San Diego, CA.
He is also a professional money manager, former research analyst, author of Best Stocks Now, and developer of the Best Stocks Now smartphone app.
He offers four free weeks to his weekly Best Stocks Now to Seeking Alpha readers at gundersoncapital.com
He also hosts a daily stock market radio show that is syndicated nationwide on the Salem Broadcast Network.
Bill has appeared on the Fox Business Channel and on Bloomberg Radio numerous times .His articles have been published in Barron's, Forbes, TheStreet.com and numerous other publications.
He can be reached at firstname.lastname@example.org or by calling (855)611-BEST.
Graduate of Cornell University, 1958. Graduate Fellow, Univ of Chicago 1958-60.
Received Doctor of Laws degree from New York University School of Law, 1976. Have practiced litigation from 1976 until retirement in 2010. Have been an active stock investor since 1964,and active theatrical investor and producer since 2010.
Non-fiction editor of Playboy (1959-60). U.S.Army, chief of gun crew on atomic cannon (1960-61 + 7 yrs active reserves). Picture story editor of Argosy Magazine (1961-65) .Co-leader of the Trans-World Record Expedition (1965-66) and co-author of Who Needs A Road. Creative director and ad agency VP (1967-72). Legislative Director of Citizens Union and Common Cause, Albany, NY (1972-74). Practiced law, 1976-2009 with focus on civil litigation... . .
Peter Way Associates is the only known provider of the price range forecasts of widely-held, actively traded stocks derived from the hedging activities of market-making [MM] firms as they balance big-$-fund sellers and buyers in large block trades. The price ranges offer explicit downside exposure forecasts not commonly found in publicly published investment analyses.
This is all forward-looking data, based on what the MMs will pay for protection against coming unwanted price change while temporarily committed firm capital is exposed to market risks. It is available by modest subscription cost at blockdesk.com.
The behavioral analysis involved has been performed daily since Y2K, now on over 3,000 stocks, ETFs, and market indexes. That has built an actuarial history of how market prices have subsequently behaved following several million price range forecasts, issue by issue.
That data provides a qualitative backdrop to current forecasts in terms of odds of profitable positions, size of prospective gains, credibility of forecasts, and worst-case price drawdown exposure experiences.
Peter F. Way is a veteran Chartered Financial Analyst, having taken and passed the CFA Institute’s required 3 examinations in the first years they were given, 40+ years ago.
Armed with BS in Economics from the Wharton School and an MBA degree from Harvard Business School, he has managed staffs of dozens of Investment Researchers and Quantitative Analysts for the nation’s largest bank, arbitraged index options for NYSE Specialists, and managed portfolios of hundred-million-dollar equity investments for Fortune 100 corporate pension funds and non-profit endowments.
He has been elected President of professional Investment Analyst Societies in San Diego and New York City and has served on the editorial boards of the Financial Analysts Journal and the CFA Digest. He has spoken at numerous schools and professional meetings.
Follow me on Twitter: @NewConstructs
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.
Our small-cap hedge fund strategy beat the market by 44 percentage points since its inception 18 months ago. Visit our website to learn how you can do the same. Insider Monkey is a finance website that provides free hedge fund and insider trading data. We believe ordinary investors can beat the market by imitating insiders and best hedge fund managers. They have access to better information and experts than ordinary investors do. Take advantage of the SEC filings where hedge funds and insiders disclose their stock transactions.
Here is our team:
Ms. Krishnamsetty is the Editor of Insider Monkey. Prior to creating Insider Monkey with Dr. Dogan, Ms. Krishnamsetty was Associate Producer at Bloomberg Television. Prior to that, Ms. Krishnamsetty was on the afternoon news team at CNBC. Additionally, Ms. Krishnamsetty reported for NPR and worked as a risk management consultant at Marsh & McLennan. Ms. Krishnamsetty has a M.S. in Journalism from Columbia University’s Graduate School of Journalism.
Insider Monkey’s hybrid evaluation system ...More was created in 2003 by Dr. Ian Dogan. Dr. Dogan has a Ph.D. in financial economics with a specialization in insider trading. Dr. Dogan has provided consulting services to institutional investors and hedge funds, and managed a $200+ million fund using a strategy he developed utilizing insider transactions. Dr. Dogan recently authored the insider trading chapter of soon to be published “The Handbook of Investment Anomalies” by Zacks Investment Research. Insider Monkey will serve the outcome of the methodologies developed by Dr. Dogan to ordinary investors who don’t have access to academic quality research and tools to shape their investments.
For your inquiries please contact us at email@example.com
TechCrunch (http://www.techcrunch.com/), founded on June 11, 2005, is a weblog dedicated to obsessively profiling and reviewing new Internet products and companies. In addition to covering new companies, we profile existing companies that are making an impact (commercial and/or cultural) on the new web space. TechCrunch is co-edited by Michael Arrington and Erick Schonfeld.
Author of the critically acclaimed book, "Taking Charge With Value Investing (McGraw-Hill, 2013)" and the premium subscription service "Tipping The Scale" (as seen below). An analyst that ranks in the top 4% on both tipranks.com and Motley Fool CAPS for stock picking performance.
Tipping the Scale members gain access to the TTS Portfolio Tracker. Here, members see what I am buying and selling the minute it happens, along with what I have owned, bought, and sold historically. These are just a few of the features on the TTS Portfolio Tracker.
Tipping The Scale is an equity research platform that uses a numeric scale instead of the traditional "Buy, Hold, Sell" to identify the best investment opportunities in the market. Stock coverage is determined by market catalyst, and every company goes through a vigorous test in 10 different categories. The higher the total score, the bigger the upside. In addition, Tipping the Scale also provides a number of portfolio strategies to hedge the volatility of the market and protect from downside.
Check out my instablog for more information on the popular research service Tipping the Scale, including performance information, benefits, and how it all works.
Chief Investment Officer, Stanford Wealth Management. Retired senior exec of Charles Schwab. 36 years active and reserve military service -- 6 in special operations, 30 in the intelligence community. Geopolitical analyst.
Author -- investment book Bringing Home the Gold.
Editor -- The Investor’s Edge®. In the 16 years from inception through year-end 2015, the Investor’s Edge® Growth & Value Portfolio increased in value from $250,000 to $1,038,453. That same $250,000 invested in the S&P 500 rose to just $422,905. (Past results are no guarantee of future performance; maybe those 16 years were pure luck.)
Featured in Forbes, Barrons, The Wall Street Journal, Financial World, Wall Street Transcript, Global Investing, Welling on Wall Street, etc.
If you have a $500,000 portfolio ($250,000 for solely mutual funds & ETFs) you may contact me for a no-obligation "second opinion." firstname.lastname@example.org.
Michael K. Dawson forte is discovering long term themes, leveraging them thru the Stock Market and riding 'em as long as it's putting money in his pocket. Thus, the moniker Trend Rida.
Visit his site: The Trend Rida: Spotting Trends and Riding 'em to the Bank (http://www.TrendRida.com/)
Alan Brochstein, CFA, was the first investment professional to devote himself to sharing his observations about the cannabis industry from an investor's perspective publicly. He runs 420 Investor, a subscription-based due diligence platform for investors interested in the publicly-traded cannabis stocks and is also the founder of New Cannabis Ventures, a content aggregation site focused on investors and entrepreneurs in the cannabis industry.
Alan has worked in the securities industry since 1986, primarily with the responsibility for managing investments in institutional environments until he founded AB Analytical Services in 2007 in order to provide independent research and consulting to registered investment advisors. In addition to advising several different hedge funds and investment managers, including Friedberg Investment Management, where he participated as a member of its investment management committee, Alan was also a senior analyst for the independent research firm Management CV. In 2008, he began providing a first-of-its-kind subscription-based service for individual investors, Invest By Model, which offered two different portfolios that investors could replicate in their own accounts for $20 per month. Alan also offered The Analytical Trader at Marketfy, where he used fundamental and technical analysis in a disciplined process to offer specific trade ideas geared towards swing traders.
Alan launched www.420Investor.com in late 2013 as the premier source of information for "Green Rush" investors seeking to capitalize on the proliferation of legalized medical and recreational cannabis. In March 2014, Alan, who is a member of the National Cannabis Industry Association, began to focus solely on the cannabis sector. He launched www.NewCannabisVentures.com in late 2015.
You can follow Alan on Facebook (www.facebook.com/420investor) or on Twitter (https://twitter.com/Invest420). Alan also moderates a large LinkedIn group focused on the cannabis industry, Cannabis Investors & Entrepreneurs (https://www.linkedin.com/groups/6523904)
Asif Suria is an entrepreneur and investor with a focus on event driven strategies including merger arbitrage and insider trading. He publishes a weekly post that includes the latest mergers and highlights the largest spreads. He also publishes a weekly post that highlights the top 5 insider purchases and sales of the week.
Asif is also one of the earliest contributors at Seeking Alpha and has been regularly contributing content since 2005.
Ron Sommer was a chief financial officer at an institution of higher education in New York City. He has 40 years of financial management experience in the public, private and not-for-profit sectors. Sommer has also been a private investor for more than 30 years. He uses a ruled-based quantitative model.
MUST READ: IMPORTANT DISCLOSURE INFORMATION in the 'Company' section below applies to ALL correspondence made by Soos Global on SeekingAlpha.com.
Soos Global Capital Advisors, LLC was founded by our Principal, Edward J. Leventhal, after a 23-year career at Salomon Brothers, which became Citigroup through mergers. Since 2002, Ed was among Citigroup's Senior Management (top 1% of the firm).
After graduating from The Wharton School of Business in 1982, Ed started his career in Corporate Banking at Bank of America, where, for four years, he was an associate in the Fortune 500 group advising international companies such as Macy's, American Brands, RJReynolds, Zayre Stores and JC Penney.
In 1986, in addition to completing his MBA at New York University, Ed moved to Salomon Brothers, where he worked for the next 23 years, through its mergers with Travelers and then Citigroup. During that time, he was in institutional sales and trading advising many of the largest hedge funds, banks, mutual funds, central banks and other government institutions on investment opportunities in various asset classes all over the world. His career advanced from US Treasury sales with specialization in derivatives, to heading the Global Government Bond team in the US, followed by managing Salomon's West Coast Fixed Income business (based in San Francisco), after which he returned to NY to become Global Product Manager of Emerging Markets, and finally, leading Global Relationship Management for Citigroup's premier institutional clients across Equities and Fixed Income around the globe.
Soos Global Capital Advisors, LLC provides Ed's global markets and institutional level experience to a select group of high-net-worth private investors who are looking for that level of sophistication in the way their money is managed and in designing investment portfolios suitable to their investment goals, risk tolerances, and liquidity preferences. Capitalizing on years of experience in global financial markets and on three full passports of international travel, Ed's assessment of global opportunities provides Soos Global with its key competitive investment edge. We offer a choice of actively managed strategies, differing by levels of risk, all based on global-macro, thematic opportunities, driven by thorough geopolitical risk assessments, fundamental research, and complemented by technical analysis. Soos Global has chosen Fidelity Investments as our preferred and recommended custodian for client funds and securities, and as our primary trading desk through which we access a complete menu of financial products.
Roger Nusbaum is the ETF Strategist for AdvisorShares. This Arizona-based professional has over 25 years of industry experience. He is also a well-known financial commentator covering ETFs, retirement planning and portfolio management for AlphaBaskets.com and at TheStreet.com. We think Roger is particularly insightful on exchange-traded funds, risk management and investing in international markets. Visit Roger's work at Random Roger (http://randomroger.blogspot.com) and AlphaBaskets (http://alphabaskets.com)
Philstockworld.com is the fastest growing stock and option newsletter on the Web. "High Finance for Real People - Fun and Profits" is our motto and our Basic and Premium Chat Sessions offer readers a chance to speak to Phil live during the trading day as well as authors like Optrader, Sabrient, Income Trader and Trend Trader - who send out Alerts during the market sessions and discuss trade ideas live with Members.
We even have a new low-cost "Trend Watcher" Membership that lets readers view our chat sessions without directly participating a great solution for people who want to test-drive the site and profit from our experience! Trend Watchers get to view all of our Chat Archives, weekly Webinars - as well as the amazing PSW Wiki, which gives you Phil's recent opinions and trade ideas as well as technical and fundamental analysis of hundreds of stocks that we follow.
Philip R. Davis is a founder of Phil's Stock World (www.philstockworld.com), a stock and options trading site that teaches the art of options trading to newcomers and devises advanced strategies for expert traders. Mr. Davis is a serial entrepreneur, having founded software company Accu-Title, a real estate title insurance software solution, and is also the President of the Delphi Consulting Corp., an M&A consulting firm that helps large and small companies obtain funding and close deals. He was also the founder of Accu-Search, a property data corporation that was sold to DataTrace in 2004 and Personality Plus, a precursor to eHarmony.com. Phil was a former editor of a UMass/Amherst humor magazine and it shows in his writing -- which is filled with colorful commentary along with very specific ideas on stock option purchases (Phil rarely holds actual stocks).
Visit: Phil's Stock World (www.philstockworld.com)
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.
The Carnegie Endowment for International Peace is a private, nonprofit organization dedicated to advancing cooperation between nations and promoting active international engagement by the United States. Founded in 1910, its work is nonpartisan and dedicated to achieving practical results.
The Endowment—currently pioneering the first global think tank—has operations in China, the Middle East, Russia, Europe, and the United States. These five locations include the two centers of world governance and the three places whose political evolution and international policies will most determine the near-term possibilities for international peace and economic advance.
The Rational Walk was created to provide a platform to publish equity research based on value investing principles. We believe that diligent and thorough security analysis has the potential to identify opportunities in the financial markets for the small number of investors who truly have long time horizons and the appropriate temperament to ignore short term market fluctuations. The Rational Walk’s extensive coverage of Berkshire Hathaway has been mentioned in several news articles.
Patrick Chovanec is an associate professor at Tsinghua University’s School of Economics and Management in Beijing, China, where he teaches in the school’s International MBA Program.His insights into Chinese business, economics, politics, and culture have been featured on CNN, BBC, NPR, and Bloomberg, as well as in Time, Wall Street Journal, Financial Times, New York Times, The Atlantic, Foreign Policy, and numerous other publications. He is a regular expert commentator on Chinese TV and radio.
Professor Chovanec has worked for several private equity funds focused on China, and serves as an advisor to numerous hedge funds, PE funds, corporations, and governments on China. Previously, he served as director of Institutional Investor’s Asia Pacific Institute, based in Hong Kong, and its Global Fixed Income Institute, based in London. Before coming to Asia, Chovanec worked as an aide to political strategist William Kristol and to U.S. House Minority Leader John Boehner.
Professor Chovanec first visited China in 1986, and has traveled to every one of its 31 provinces, as well as Taiwan. His travels have taken him to over 45 countries, including Pakistan, Cuba, Vietnam, and Cambodia. He is one of only a handful of U.S. citizens to have visited North Korea.
He holds an BA in Economics from Princeton University and an MBA in Finance and Accounting from the University of Pennsylvania's Wharton School, where he graduated as a Palmer Scholar. He is a U.S. Certified Public Accountant (CPA).
You can follow his updates on Twitter @prchovanec
He can be contacted at email@example.com