Equanimity is one of the most powerful attributes to possess in investment management. Advocates of value investing, determining the intrinsic value of a business, through quantitative and qualitative measures. Opportunities are always available in the market but it is a full time job that requires extensive research, analysis, objectiveness, and sometimes secondary opinion. Even if the market is relatively expensive, pockets of value always exist. Psychology within financial markets (i.e. momentum, sentiment) is completely relevant and tends to create trends (especially with commodities and forex). We are well-versed in technical analysis.
Disclaimer: All articles provided are for entertainment purposes only. Interpret everything as opinion rather than fact and do your own due diligence. These statements are not an offer to buy or sell any securities.
I write The 5th Column, a weekly research product which goes to a number of institutional clients around the world. I seek to supply my clients with heretical opinions and facts that can give them a more informed view of the world. 5th Columnideas is completely independent and therefore does not have to provide research that requires the approval of corporate financiers, or dissenting colleagues.
MagicDiligence provides useful, simple, and effective stock screening tools inspired by Joel Greenblatt's Magic Formula® Investing methodology. Our Spells give value and growth investors a list of great stock candidates every day, and our advanced Spell Caster lets you create the Magic-style stock screen you've always wanted! Learn more about our exclusive set of investing tools today!
ETFDesk aims to be an idea factory for Exchange Traded Fund investing with all the necessary tools to research your own investment ideas as well as the ideas of others.
Our advanced search feature allows users to search ETFs by asset class, holdings, sector, industry, country of origin, leverage, volume, and fund sponsor. Our WaysToPlay feature is an innovative, user-generated investment idea generator, linking blog posts, news articles, economic releases, etc. with ETFs to form an Investment Thesis that is tracked over time.
Nick Gogerty he has worked at a value based hedge fund, a quant forex desk and debt prop desks, various technology and marketing firms and a deep future science research lab as well as one of the world's largest hedge funds. He is to be a guest lecturer at Columbia's Value Investing program fall 2014 and wrote, The Nature of Value published by Columbia University Press.
His experience and passion runs deeply across multiple market sectors, audiences and geographies.
Mr Gogerty has lived in 6 countries across 3 global regions, solving complex business problems.
Previously, Mr. Gogerty developed commodity hedge fund portfolios and indexes, working as a quantitative developer and trader on a proprietary foreign exchange desk in London. In addition, Mr. Gogerty has been a serial entrepreneur in convergence spaces between technology and media. He has also testified before the U.S. Senate on technology and counter-party financial risk with regard to the year 2000 transition.
Mr. Gogerty holds a Bachelor of Arts in cultural anthropology from the University of Iowa, an M.B.A. from the Ecole de Ponts et Chaussees in Paris. He holds or has held Series 3, 7, 63 and FSA licenses. Nick holds the Chartered Alternative Investment Analyst (CAIA) (http://www.caia.org/) designation. Mr. Gogerty lives in New York City with his wife Mercedes, where he enjoys reading about finance, technology, design, applied science and sustainable development in emerging economies. visit www.thenatureofvalue.com
I Work in accounting and finance and started off in public accounting. I am a Regional Director of Finance over 5 different countries in Latin America. I am a CPA and I am a CFA charterholder. . As well, I have done some side work doing financial analysis for a small M&A company (including comments for the pitch book) and have tutored finance and accounting for a few years. My hope is to some day have a business around tutoring for the CFA, but while I have the domain and the general idea, I dont have the technical knowledge from a website development standpoint to really start (and some other technical aspects).
I tend to prefer dividend paying, strong cash-flow producing companies. As well, I typically will focus on companies that have the ability to survive, from a financial standpoint. I also have a preference for small and mid-cap stocks over the larger ones.
Have been investing for myself and my family for over 50 years. Retired sociology professor who also started and sold 3 retail stores over my career in teaching. Since I am retired, i am looking for stocks that pay dividends and offer some growth to keep up with inflation.