I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions.
I've been trading professionally for about 20 years and also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and the markets.
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others).
I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
I am a 'deep value' investor/analyst mainly focused on the US small-cap universe. I started out with a long-only bias (stocks trading close to NCAV etc.), but I have now started to focus on the short side as well. I am especially interested in instances of aggressive accounting and earnings manipulation. I am always looking to connect with fellow investors/analysts so do not hesitate to contact me! I am also passively looking for a job on the buy-side.
Author of Quantitative Investing, the Global Household Index service and the free weekly Market Timing Signals. Investor looking for profitability in combinations of value and quality factors, closed-end funds selection, tactical asset allocation and volatility trading. To get information on my various model portfolios in stocks, ETFs and CEFs, click the link "send message".
PhD, Software Engineer, Civil Engineer, 20+ years working in various sectors and countries.
Anthony is a private investor and Owner/Author of the blog The Struggling Millennial, which is geared toward today's generation of young adults and their struggle to achieve financial independence. Anthony prides himself on being self-taught and self-made, and regularly encourages individuals to take control of their own lives through the use of simple, straight-forward investment principles that the average person can understand and actively use to evaluate the financial health and performance of their investments.
Anthony is an electrical engineer who works full-time managing multi-million dollar projects for one of the larger construction firms in the Philadelphia area. Anthony believes the most difficult part of our individual journeys toward success and freedom is simply building the courage to get started, but once started, if we maintain our persistence, the sky is the limit.
James has degrees in both Economics and Political Science. He is a small business owner with several years of past political experience and 17 years of active investing.
You can get a 48-72 hour advantage on all his work through Value Investor's Edge as well as exclusive research and analysis by J. Mintzmyer.
I hold a Graduate Diploma in Applied Finance and Investment (similar to CFA), and a Graduate Diploma in Financial Planning.
I have 30 years of personal investing experience, and 15 years of professional financial advising experience, including broking experience at ETrade Australia, 7 years as a Senior Financial Planner at Commonwealth Bank of Australia and 8 years at High Net Worth Financial Advising. My business is a mix of young clients growing their wealth, pre-retirees, and retirees wanting income, some growth, and safety.As a global investor I use a macro thematic approach searching for good value and/or high growth. I search the globe for great investments with a focus on Asia, Emerging and Frontier Markets as well as "trend investing". I assess a countries demographics and growth potential. Some trends I currently follow include Chinese shares going global, the rising Asian middle class, Electric Vehicles, Renewable Energy, Energy Storage, Smartphones, 3D printing, and personal robots.
I also love to invest in income producing investments that can grow over time and benefit from compounding....Included here are the near monopoly businesses such as the Stock Exchanges, and the high quality income producers.
I use direct shares, ETFs, mutual funds and some direct property investments.
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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An anonymous contributor who would like to share some of his views. My choice for the pseudonym "Junius" has been inspired by the British political writer in the 18th century who wrote a series of letters promoting individual freedom and liberty; and whose identity has been a source of mystery ever since.
My background is in economics and I always look at how macroeconomic fundamentals affect a given company.
I have an interest in value growth stocks, and options trading. In particular, I enjoy looking at foreign stocks. Although I trade mainly stocks and stock derivatives, I do sometimes trade other financial instruments whenever I believe an opportunity arises.
Seeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage.
The purpose of this profile is to allow us to share with our readers new transcript-related developments.
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Preston Pysh is a graduate of the United States Military Academy at West Point with a degree in Aerospace Engineering.
Preston is the bestselling author of, Warren Buffett's 3 Favorite Books. His wide range of writing has been featured on a diverse host of networks like Comedy Central and the History Channel.
He is the founder of the Pylon Holding Company. The company is the parent organization of the popular website www.BuffettsBooks.com. His video's on financial investing have been viewed by hundreds of thousands of people around the world.
Preston is married to his lovely wife, Demi, and they proudly raise their two nieces, Kelly and Jenny. In his free time, he enjoys camping, golfing, and any type of outdoor activity.
I am a full time investor mainly focused on US equities.
I consider my self a value investor, committed to the Buffett & Munger way of thought.
That means I like companies that are simple to understand, have a strong competitve advantage and are of course... extremely cheap. If I can't find anything to suit me I just stay on the sidelines searching and waiting.
Capital preservation is my most important objective. I don't trade much, I read and study a lot, and when I find a great company on the cheap I keep buying as much as I can.
You can find more about me here: http://gr.linkedin.com/in/gregoryvousvounis/
I founded Seeking Alpha, and lead it for its first 10 years until I passed the CEO role to Eli Hoffmann. I started Seeking Alpha after working for five years as a technology research analyst for Morgan Stanley in New York. Seeking Alpha is now the dominant crowdsourced equity research platform.
I wrote the ETF Investment Guide (http://seekingalpha.com/article/15136-etf-investing-guide-one-page-summary-of-the-entire-guide), and I blog about startup best practices at http://davidjaxon.wordpress.com .
I have a B.A from Oxford University and an MSc from The London School of Economics, and am married with five children.
Great ideas are the lifeblood of the investment business and the exclusive focus of The Manual of Ideas. Authored by investment and finance professionals who have grown up on the teachings of Ben Graham, Warren Buffett and Joel Greenblatt, and have studied under or worked with luminaries such as Yale Chief Investment Officer David Swensen and Economics Nobel Laureate James Tobin, MOI delivers timely, differentiated investment ideas. In a market flooded with data and opinion, we deliver clarity.
Wide Moat Investing (http://widemoatinvesting.wordpress.com/) is a blog written from Charlottesville, Virginia that wants to better understand what makes a good business great, and hopefully uncover some investment opportunities along the way. As Warren Buffett once told his shareholders, “I don’t want an easy business for competitors. I want a business with a moat around it. I want a very valuable castle in the middle and then I want a duke who is in charge of that castle to be very honest and hardworking and able. Then I want a moat around that castle. The moat can be various things: The moat around our auto insurance business, GEICO, is low cost.”At the blog, we will analyze and value businesses particularly by examining their economic "moats." To do so, we will employ a variety of quantitative or qualitative methods, inspired by the methods of successful investors like Warren Buffett, Philip Fisher, Benjamin Graham, Seth Klarman, and Charlie Munger.
I am an amateur stock-picker on weekends. I have been investing since 2003, and my fundamental approach is a value-oriented buy-and-hold strategy. I started my blog when I found that there is a dearth of information about value investing on the web. Most of the discussion on message boards and popular discussion sites are fragmented and incomplete at best, and downright scams at worst. The few bits of quality discussion is sequestered in subscription-only boards. On my blog, I aim to provide quality stock analyses and articles about value investing strategies. My main motivation is that the need to provide material for this blog will continually hone my investment skills. I put my money where my mouth is, so you can expect that I have a position in any stock that I favorably review. In return, I hope that readers will post comments sharing your views and ideas, so that we can all benefit. Together, we can all become better stock-pickers, for fun and profit. Visit Value Geek's blog, Blogvesting (http://blogvesting.com/)
I am an author of books related to the decision framing and optimizing processes of Buffett and Munger. These books are available at www.frips.com and: http://www.amazon.com/Bud-Labitan/e/B002D1ERT4
With integrity and patience, we can also earn superior profits by carefully evaluating facts and continuously exercising discipline. I have been a steelworker, student, medical doctor, county board of health member, medical director, and a software developer. In 2003, I earned my MBA, and started a career in intrinsic value investing. You can contact me via email: firstname.lastname@example.org
The Pendulum blog is an ongoing discussion of portfolio positions, investment ideas and market trends. As an investor I try to use my independence, flexibility and speed to my advantage.
I write three types of articles: (i) stock-specific articles, (ii) analysis of earnings estimates and (iii) overviews of the market that examine different asset classes. I hope you find them interesting and feel free to comment on the articles; I like the feedback. Thanks for reading!
I started thinking about stock prices in terms of a pendulum after reading Howard Marks' investor letters. Marks is the most perceptive investor about the role of investor psychology in the stock market and industry cycles. I always try to incorporate "pendulum thinking" in my analysis, meaning that it is important to think about the intrinsic value of a company as well as how investor psychology is going to drive the stock price to overshoot and undershoot that value.
I am a generalist. I am not an expert in any one sector or asset class. I have found that there is value in listening to generalists as well as experts, but it is important to be able to distinguish between the two. As a generalist, I try to add value by thinking about the relationships between things and comparing various parts of the market. Generalists can be helpful in avoiding tunnel vision and, hopefully, adding some common sense.
I like to establish a long term outlook for a company and then invest using shorter timeframes. I may be bullish on a stock and still sell it if I think it went up too much or if have concerns about the overall market. I don't mind moving to the sidelines and getting back in at a later point and I sometimes prefer to sell before earnings to reduce risk. I may invest in the opposite direction of my long term view if I think the market over-reacted one way or another. I like to hold positions for the long term, but I use stops to cut my losses. There is a difference between a good company and a good stock. Everybody has a different investing style, experience, tax status, risk tolerance, comfort range, etc., so please note that nothing that I write should be used as investment advice.
Disclaimer: The opinions expressed here should not be construed as investment advice. This is not tailored to specific investment objectives. Reliance on this information for the purpose of buying the securities to which this information relates may expose a person to significant risk. The information contained in this article is not intended to make any offer, inducement, invitation or commitment to purchase, subscribe to, provide or sell any securities, service or product or to provide any recommendations on which one should rely for financial, securities, investment or other advice or to take any decision. Readers are encouraged to seek individual advice from their personal, financial, legal and other advisers before making any investment or financial decisions or purchasing any financial, securities or investment related service or product.
Information provided, whether charts or any other statements regarding market, real estate or other financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this article should be interpreted to state or imply that past results are an indication of future performance.
THERE ARE NO WARRANTIES EXPRESSED OR IMPLIED AS TO ACCURACY, TIMELINESS, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION IN THIS ARTICLE OR ANY LINKED WEBSITE.
Contributing columnist for Real Money and TheStreet.com. BA in History from Bemidji State in Minnesota. I went on to learn Chinese at National Taiwan University in Taipei.
I worked in mortgage sales at Countrywide and Bank of America until 2010 when I decided to relocate to Taiwan.
I spend most of my time reading through annual reports looking for a small-cap stock to feature in my monthly edition of "The Conservative Investor Digest." That is where you can find my best work, and that is where I focus my research. You can become a subscriber here: https://gumroad.com/l/HmqJx
I run the long-term investing website "The Conservative Income Investor" which can be found at: www.theconservativeincomeinvestor.com
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
Led by MIT engineers and Wall Street analysts, Trefis.com helps you understand how a company's products, that you touch, read, or hear about everyday, impact its stock price.
Surprisingly, the founders of Trefis discovered that along with most other people they just did not understand even the seemingly familiar companies around them: Apple, Google, Coca Cola, Walmart, GE, Ford, Gap, and others.
This might include you though you may have invested money in these companies, or may have been working with one of them for years as an employee, or have consulted with them as an expert for a long time.
Consider these questions:
•What % of Apple's stock price is iPhones? (Q: Is it 5%, 25%, or 50%?)
•What % of Dell's stock price is Dell Notebooks?
•If Bing took half the market share from Google Search, what % upside could there be for Microsoft’s stock?
On Trefis you will get answers to questions like above.
You can play with assumptions, or try scenarios, as-well-as ask questions to other users and experts. The platform uses extensive data to show in a single snapshot what drives the value of a company's business.
Trefis makes the same content, data, and tools that are currently available only to professional investors today, accessible to everyone. Importantly, it makes the extensive data/tools easy to use and understand, allowing investors to leverage the platform in their decision making much more efficiently than anything else available.
Trefis is currently used by hundreds of thousands of investors, company employees, and business professionals.
I am a IT Professional with a bachelors degree in Computer Science. I am not some multimillionaire (although I hope to be one day) I am an average everyday working person who decided to step out on his own and I want to encourage others to do the same. My investment profile closely resembles that of a Dividend Growth Investor with a bit of Value Investor mixed in.
Seeking alpha has been one of the "go-to" sites for the investors in our family. We would like to strike a perfect balance between short term trading and long term investing, hence the name "Tradevestor".Good luck investing. In the interest of full disclosure, this is a group account handled by Father and Son. The Father was a trader for quite a few years years with mixed returns, while the son started out a few years ago with DGI and has slowly convinced the Patriarch towards investing rather than trading.
Disclaimer: Please do your own due diligence before buying or selling any stock. Ideas and thoughts presented in the articles are not professional recommendations.
I'm a cross-sector equity analyst currently working at a long/short hedge fund. I'm an investor, not a trader, and have a strong value-orientation.
Prior to my current position, I worked for 2 years at a large multi-strategy hedge fund with just under $1 billion in AUM. In this role I served as an equity / credit analyst as part of the value equity team. I acted as a generalist diving into multiple industries (e.g. tech, consumer goods, consumer services, energy, telecom, healthcare, and financials) with the intent to find securities with a large gap between their intrinsic value and their current market price. We generally focused on companies with strong balance sheets, good management, solid competitive positions, and most importantly, a discounted price.
Prior to that, I worked at a large global investment bank on their prop desk. In this role, I traded both equity and credit. Before joining the buy side, I worked for four years in a publishing role at another large global investment bank covering brokers and asset managers. Prior to entering finance, I worked as a management consultant at one of the large global consulting firms.
I am also a CFA charterholder.
I mainly focus on two sectors: technology and auto industry. I am long only and I like to take a conservative approach where I sell covered calls on the shares I hold in order to reduce my risks. Some of the stocks I follow closest are Nokia, Microsoft, Ford and Apple. I believe that being able to see beyond numbers and actually understanding business models of companies we cover is crucial to provide useful insight on companies.
Ben Sender is an entrepreneur, investor, and student at Princeton University. He's been in the market since elementary school. He has developed many iOS investing apps, including Stock Grader (stockgraderapp.com). Ben also founded the student-run investment fund Effective Altruism Investments which donates 20% of profits to charity (eainvestments.org). In the past he has worked at T. Rowe Price and Libra Group; this coming summer he will be working at The Blackstone Group.
I am an individual investor, who takes pride in analyzing companies in detail by combining qualitative analysis's with quantitative models.
To optimize my models, I read read everything I can about the company. This includes, annual- and quarterly reports, earnings call transcripts and general news.
When I am not analyzing or writing about stocks, I am studying for my MSc in Finance/Economics
BS in Economics, MA in Public Policy (International Economic Policy). J is a well-known voice in the global shipping community, with unparalleled investment results and a penchant for activist investing.
Mintzmyer founded Value Investor's Edge, a top-ranked deep value research service in May 2015, with the goal of establishing a top-tier community of deep value investors and activists. Value Investor's Edge subscribers leverage exclusive in-depth analytic reports and community investment experience to discover disconnects in global shipping and a variety of other beaten down sectors.
TipRanks.com ranked Mintzmyer’s performance in the top 3% of all global analysts at the end of 2015 for his 2-year investment performance. While compiling his research, Mintzmyer has interviewed numerous management teams at public maritime firms, and has worked with a multitude of investors. His exclusive analysis has received numerous 'Top Idea,' 'Must Read,' and 'Small Cap Insight' awards.
J is a CFA candidate and investment enthusiast who utilizes Seeking Alpha to provide an open exchange of both trading and investment ideas. Masters in Public Policy, with focus on International Security & Economic Policy from the University of Maryland, College Park. Distinguished Graduate of the United States Air Force Academy with a B.S. in Economics. President of Mintzmyer Investments LLC, a financial services company specializing in equity research and hedge fund advisory.
Extensive background in financial analysis, equity research, accounting, portfolio management, and customized asset allocation through nearly a decade of formalized education, personal studies, and practical experience. Avid reader of business/investments and biographies.
Legal Disclaimer: Any related contributions to Seeking Alpha, or elsewhere on the web, are to be construed as personal opinion only and do NOT constitute investment advice. An investor should always conduct personal due diligence before initiating a position. Provided articles and comments should NEVER be construed as official business recommendations. In efforts to keep full transparency, related positions will be disclosed at the end of each article to the maximum extent practicable. The majority of trades are reported live on Twitter, but this cannot be guaranteed due to technical constraints.
My premium service is a research and opinion subscription. No personalized investment advice will ever be given. I am not registered as an investment adviser, nor do I have any plans to pursue this path. No statements should be construed as anything but opinion, and the liability of all investment decisions reside with the individual. Although I do my utmost to procure high quality information, investors should always do their own due diligence and fact check all research prior to making any investment decisions. Any direct engagements with readers should always be viewed as hypothetical examples or simple exchanges of opinion as nothing is ever classified as “advice” in any sense of the word.
Husband, father of three, grandfather of three and long time investor. Bought my first stock at 16 years old, it was called Unishops and it went bankrupt. I kept on investing and now have a decent size portfolio. Best investing book I ever read was "The Future for Investors" by Jeremy Siegel. I believe in companies that pay dividends, have strong cash flow and have some type of moat.