I have spent over thirty years in the financial services industry and I am the author of Dead Companies Walking: How a Hedge Fund Manager Finds Opportunity in Unexpected Places, an Amazon Best Book of the Month. Since 1991, I have managed the hedge fund Crown Capital in Marin County, California.
I am an undergraduate mathematics/economics student at the University of Chicago. I am always seeking insightful research and discourse with fellow investors. Reach out to me for additional information and to start a conversation!
I am currently an investor with previous experience in corporate M&A and private equity. I look for both long and short opportunities in small to mid capitalization stocks that are often ignored or overbought in the marketplace. In long opportunities, I seek out deep value that is overlooked by the general public. In short opportunities, I look for highly promoted companies that are likely to be misrepresenting information to investors. I conduct the necessary due diligence to present the facts and try to eliminate the asymmetrical information gap that exists in these opportunities.
Investor focusing on US, UK-listed equities. Occassionally takes positions in equity options and derivatives.
"Help people. When people are desperately trying to sell, help them and buy. When people are enthusiastically trying to buy, help them and sell."
I choose to analyze stocks based on their cash flow potential and relative value. I strongly believe in value investing and the ability of individual investors to uncover overlooked and ignored companies that have highly promising prospects.
Although coming up with a narrative is a crucial step in the investment process, my belief is that story-telling must always be backed up by quantitative analysis on the part of investor. There should be a constant feedback loop as new information is uncovered.
I have five years of public accounting experience in private equity, technology and real estate sectors and hold graduate degrees in accounting and economics along with CPA license (currently inactive).
Formerly of the buy side now an aspiring beet and raspberry farmer. Soon to be expired CFA Charterholder. I like long walks through the aisles of Aldi, dark roast coffee from Tim Horton's, and climbing mountains on two wheels.
The posts are meant to be informative and hopefully insightful. I write to share my ideas, highlight some interesting stories and to interact with other investors - please feel free to contact me if you'd like to chat further.
I make lot's of mistakes so please do your own due diligence. I don't intend to aggressively promote stocks but it's fair to say I am often talking my own book.
Janus Capital Group Inc. (JCG) is a global investment firm dedicated to delivering better outcomes for clients through a broad range of actively managed investment solutions, including fixed income, equity, alternative and multi-asset class strategies. It does so through a number of distinct investment platforms, including investment teams within Janus Capital Management LLC (Janus), as well as INTECH Investment Management LLC (INTECH) and Perkins Investment Management LLC (Perkins), in addition to a suite of exchange-traded products under the VelocityShares brand as well as global macro fixed income products under the Kapstream brand. Each team brings distinct asset class expertise, perspective, style-specific experience and a disciplined approach to risk. Investment strategies are offered through open-end funds domiciled in both the U.S. and offshore, as well as through separately managed accounts, collective investment trusts and exchange-traded products.
I am an activist investor in US and Chinese stocks. I was previously an investment banker in New York Hong Kong and London for 9 years, focused on Equity Capital Markets. I look at both long ideas and short ideas and typically focus on a small number on names where I can spend the time to conduct very deep research. I spend my time living between Los Angeles and Beijing, China.
I manage a $1B+ portfolio for a family office. Our investments include bonds, equities, hedge funds, and private investments with a wide geographical and asset class dispersion. I have a J.D. degree from Yale Law School and practiced for 30 years as a trial lawyer in commercial cases.
That fellow in my icon is, of course, Galileo Galilei. Eppur si muove.
(And about even that one should be skeptical.)
I have worked as a project manager in the oil and gas industry for the last 5 years. I have managed projects across the sector, working in downstream, midstream, and upstream oil. I have some exposure to CSG and tight gas surface facilities.
I have a B.Sc in Mechanical Engineering and have studied petroleum engineering, statistical programming, finance, and business.
European Physician, Residency in internal medicine and critical care.
Professional experience in clinical research and at a top-tier management consulting firm, advising clients in the pharmaceutical and healthcare PE industry.
Successfully invested in biotech for over a decade with a value-based approach
The goal as everyone knows, is to buy good stocks at a discount and sell-short overvalued stocks when they are at a premium. I have a background in business and deal with internal models, analysis, sales pitches and ad information daily. In my downtime, I am enthusiastic about the markets highs, lows and volatility. I believe in real lags between market and business reactions, with the former often in advance of the latter, and vice versa. I look to call manic enthusiasm with a distinct opportunity to go short. A change in sentiment is all it takes. I research fundamentals while scavenging for value.
Professional investor and overall good guy.
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Neil began his career as a Wall Street stock analyst, covering the financial sector for seven years. Noticing the lack of relevant analysis and context for Apple news, Neil founded Above Avalon. Along with publishing original financial and fundamental research on Apple on Above Avalon, Neil writes an exclusive daily email for Above Avalon members containing 2-3 stories a day (10-12 stories a week). Visit AboveAvalon.com/membership for more information.
Buy-Side Analyst. Value oriented. Small/Mid cap. CFA.
We invest long and short based on four qualities:
1) Strong Management
2) Free Cash Flow
3) Durable Moat
4) Reasonable Valuation
Trinity Research Group ("Trinity") was established in 2014 by a group of international individual investors each with decades of investment experience in China and the USA. Trinity focuses exclusively on opportunities, long or short, created by false information and/or inaccurate market beliefs. Trinity leverages the principals' substantial local networks to conduct extensive fundamental, bottoms up due diligence of misunderstood companies.
Trinity invests the principals' money exclusively and does not manage assets for others or advise clients.
Trinity publishes research for information and educational purposes only, and our research should not be considered investment advice. Refer to the disclaimer below.
Trinity Research Group strongly recommends that every investor conduct his/her own due diligence before buying or selling any security. Trinity does not guarantee in any way that it is providing all of the information that may be available. You should be aware that the principals of Trinity might hold a position, long or short, in any of the securities discussed in our research.
Our research and report expresses our opinions, which we have based upon publicly available information, third-party buy- or sell-side research (whenever referenced), our own due diligence, and inferences and deductions through our analysis. Trinity believes all information contained in its research is accurate and reliable, and has been obtained from sources it believes to be accurate and reliable. However, such information is presented “as is,” without warranty of any kind, whether express or implied. Trinity makes no representation, express or implied, as to the accuracy, timeliness, or completeness of any such information or with regard to the results to be obtained from its use. All expressions of opinion are subject to change without notice, and Trinity is not obligated to update any of its opinions or research after making it available.
Former analyst at a long/short value-oriented hedge fund now managing a fund of my own. I believe it's important to put your money where your mouth is when investing, so I will generally write only about stocks that I own or am likely to purchase in the near future.
For exclusive ideas and real-time access to my full portfolio, consider subscribing to my new service, "Beating the Market with SoF". Returns have been more than 3x those of the market since inception- audited performance data is available to anyone interested.
Keuka Capital, LLC is an unregistered investment advisor that partners with clients to manage their investment account. Keuka Capital has a long-term, value-oriented approach to evaluating investments opportunities and building client portfolios. Our client portfolios are typically comprised of fifteen to twenty individual stocks complemented by low-cost bond and commodity exchange traded funds. Contrarian by nature, Keuka Capital tends to open long positions in out-of-favor stocks that are trading below their intrinsic value. Keuka Capital is incubating a total return fund with the objective of maximizing risk-adjusted returns over the long-term. Please see www.keukacapital.com for more information.
My investment work is strictly non-professional. I seek to maximize value by developing data-rich, bottom-up models that forecast future company performance based on prior history. I focus on companies in the energy sector that deliver value to investors through regular distributions.
Professionally, I'm an engineer with experience in statistical process analysis.