An investor focusing on identifying true growth companies sold at discounted price compared to its long-term value. I came from the old value investing school 10 years ago. Gradually, I learned the hard way as Buffett did. Business landscape outweighs financial numbers. Never look at stocks with a rear mirror. Past financial numbers only show the past. What matters is the future. Past numbers can be manipulated or overstretched by management. Traditional value stocks even with good margin of safety can also be very dangerous. I also believe there are many ways to lead to investment success. However, I only use the way I feel happy to use. Looking at charts everyday may make some people rich. For me, it makes me unhappy even though it may make me richer. The way I like to use is to put a company in a competition landscape and estimate the earnings/free cash flows for at least 10 years and discount the earnings/free cash flows. I believe a company's real value is ultimately determined by its long-term earning potential. Some short-term changes will alter a company's long-term potential while some short-terms changes will not. The short-term changes can refer to both positive and negative changes.
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.
Check out my YouTube channel where I explain economics and have conversations with my viewers about where I see the investment landscape going in the future. The channel name is Alex Pitti.
I write a few articles per week which highlight my best ideas. I answer all comments on my articles in the first 2 days after they are published.
It seems that my readers enjoy my articles on social media companies such as Twitter, Facebook, and Google. I also do interviews such as when I interviewed the head scientists at SeaWorld.
I like to take the contrarian position on stocks. I tend to write about the stocks I own more often then the ones I don't take a position in. I usually own 5-10 stocks.
Follow me if you enjoy reading about any of these stocks or like to hear an original opinion backed by facts which cuts through the BS that sometimes exists in the mainstream financial press.
I am always finding opportunities to learn new ideas and engage in different experiences. Very interested in helping the community. Feel free to talk to me about anything under the sun, even better if the topic is on stocks and interesting companies, or sensational current affairs.
I do absolutely nothing, or as little as humanly possible. When I'm not doing absolutely nothing, you can find me giving motivational speeches about doing nothing, playing in foosball tournaments, or hunting wild bison. I will occasionally give back to the community by doing something in order to help others do nothing.
John S. LaRosa, B.S., MBA
President, Marketdata Enterprises, Inc.
(independent market research & consulting firm)
Marketdata Enterprises, Inc.
8903 Regents Park Drive, Suite 120
Tampa, FL 33647 (813-907-9090)
Mr. LaRosa is the President of Marketdata Enterprises, Inc., a 35-year old privately owned independent market research publishing/consulting firm. During his career, Mr. LaRosa has personally authored more than 100 major industry/market studies, primarily in the service and healthcare sectors. In addition to publishing such studies, Marketdata has extensive experience creating and building “authority websites”.
Many of Marketdata’s studies (personally researched by Mr. LaRosa) cover little-analyzed niche markets. Frequently, Marketdata’s study is the ONLY business analysis available. Such is the case with sectors such as: the self-improvement market, the sleep market, pain management programs, dating services, fertility clinics, the weight loss market, etc.
Mr. LaRosa has been an analyst of the U.S. weight loss market since 1989, personally researching/writing 12 editions of an in-depth market study entitled: The U.S. Weight Loss & Diet Control Market, as well as reports on the Diet Food Delivery Market, The Diet Websites Market, The Market for Multi-level Marketing Weight Loss Programs, The Worksite Weight Loss Programs Market, and quarterly Online Dieter Research Reports since Q1 2005 to date.
Mr. LaRosa has performed numerous custom research and consulting assignments for weight loss companies and start-ups of all sizes, including medical programs, commercial programs, and pharmaceutical firms. He is also the author of a Aug. 2010 book: “How To Start A Profitable Weight Loss Business”. He has also recently created a series of weight loss market Teleseminars via Pivotshare. In summary, Mr. LaRosa is the leading American business consultant, with the longest tenure, covering the entire weight loss market and its ten sub-segments.
Marketdata’s research is also available via MarketResearch.com and several electronic databases, internationally. Mr. LaRosa performs frequent custom studies and consulting assignments for Fortune 1000 corporations, and writes articles for a variety of trade associations, newsletters, magazines and journals.
Mr. LaRosa has worked as a consultant and advisor to several industry trade groups, including the Equipment Leasing Association and the National Parking Association. He also is a contributing writer to trade journals such as The Bariatrician and WLS Lifestyles. Mr. LaRosa holds numerous conference calls with Wall Street and other analysts, primarily covering the weight loss market. He also critiques and advises start-up companies with new product launches, business and marketing plans.
Mr. LaRosa graduated from the State University of New York with a B.S. in Education in 1976, and earned his M.B.A. in Marketing from Hofstra University in New York in 1979. He has worked for 30 years in the fields of: Marketing Management and Marketing Research, and now lives in Tampa, Florida.
Marketdata’s market research has been quoted since 1989 by the… Wall Street Journal, N.Y. Times, Newsweek, USA Today, Forbes, Fortune, Business Week, Entrepreneur, Research Alert, Bariatrician, Nutrition Business Journal, LA Times, Boston Globe, Chicago Sun Times, dozens of national trade groups, and hundreds of local newspapers nationwide. Mr. LaRosa has appeared on CNN, Nightline, ABC, FOX-TV, and other stations and is frequently interviewed by the media.
Over 30 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.
An investor focusing on identifying true growth companies sold at discounted price compared to its long-term value. I came from the old value investing school 10 years ago. Gradually, I learned the hard way as Buffett did. Business landscape outweighs financial numbers. Never look at stocks with a rear mirror. Past financial numbers only show the past. What matters is the future. Past numbers can be manipulated or overstretched by management. Traditional value stocks even with good margin of safety can also be very dangerous.
I also believe there are many ways to lead to investment success. However, I only use the way I feel happy to use. Looking at charts everyday may make some people rich. For me, it makes me unhappy even though it may make me richer. The way I like to use is to put a company in a competition landscape and estimate the earnings/free cash flows for at least 10 years and discount the earnings/free cash flows. I believe a company's real value is ultimately determined by its long-term earning potential. Some short-term changes will alter a company's long-term potential while some short-terms changes will not. The short-term changes can refer to both positive and negative changes.
I prefer to research before buying and to monitor while holding. I have a background in tax/finance/accounting with a career focus in the real estate industry.
My username has a personal meaning and has nothing to do with the metal.
I am a financial adviser and Registered Investment Adviser specializing in emerging growth stocks. I am also a market technician with an article written in the Wall Street Journal about one of my market hedging techniques (Google: Moving The Market-Tracking The Numbers, Edward Levi, The Wall Street Journal). I've spent 11 years at Dean Witter, 18 at Smith Barney, and 8 at Morgan Stanley. I've decided to join Beverly Hills Wealth Management so that I can concentrate on building private hedge fund portfolios for clients, whether related to growth or income, or both.
I specialize in emerging growth investments that run the gamut from medical devices and therapies, technology, and alternative energy.
I've spent a lifetime of research in the technical aspects of the market, measuring market sentiment, momentum, and chart patterns. For many years I've given market presentations to financial advisers at Smith Barney and Morgan Stanley showing extremes in sentiment and chart patterns. I have my own proprietary indicators that measure extremes and hedge clients portfolios at times when protection is in order. My goal is to be fully invested in the rising trends but very protective of portfolios when sentiment and momentum indicators reach extremes. I'm usually early in predicting trends but usually right. Extreme sentiment is a leading indicator, and I believe it precludes market and economic fundamentals as a source of knowledge of changing trends.
Dallas currently owns and operates as CEO an Austin-based enterprise consulting firm that specializes in private company lifecycle management, up to and including taking companies public, and in helping consult publicly traded companies ranging in market cap from $100 million to $500 million. He has a specialization in deal flow management and is often the referring and closing source of Joint Ventures and broader M&A. Dallas often works directly with management teams and Boards of microcap and stressed equity companies in which he or members of his professional network are heavily invested. This includes helping with overall strategy, helping with capital structure management, helping facilitate liquidity, helping facilitate Joint Ventures and broader M&A, and helping restructure the business segments if necessary. Recently Dallas has been interviewed by The Pittsburgh Business Times, The Banker, Columbus Business First, Houston Business Journal, The Deal, Energy Intelligence, and his tweets have been used by CNBC to highlight hot button issues regarding Carl Icahn, Bill Ackman, Nelson Peltz’s takeover attempts at DuPont, etc. Dallas has also been quoted and sourced to by StreetSweeper.org, Marcellus.com, MarcellusDrilling.com, Bakken.com, OilOnline.com, and other physical and online publications. "One place of great inefficiency is in the stressed equity markets – or the markets in which a company appears as bankruptcy or a breakup is inevitable. As equities become stressed they often sell down to absurd levels of value that present, should there be value to be unlocked, opportunities for “venture level” returns. These often range in the 3X-10X range. With my unique ability to actually improve business outcomes by working directly with a company and management/Board I’m in a position, should I view the underlying business as salvageable, to directly improve the long-term viability of the company. I am NOT simply an investor in these names but an acting consultant. This allows me to “overlay my network” and to move the company away from a stressed or defaulting outcome and into an outcome probability that allows the equity price to move substantially higher. Identifying these opportunities has generated shareholders and investors thousands of percentage points in aggregate and is something I’m often recognized by paying subscribers for."
Mr. Axler is the Founder and Chief Investment Officer of Spruce Point Capital Management, an activist hedge fund manager. Mr. Axler also co-founded Prescience Point Research Group (2012-2014). Mr. Axler specializes in activist short-seller, forensic financial research, and has exposed over $1.0 billion of alleged listed frauds on Nasdaq and the NYSE. Prior to founding his company in 2009, Mr. Axler spent eight years as an investment banker with Credit Suisse and Barclays Capital where he structured and executed billions of dollars of financing, derivative risk management, and M&A deals for leading Fortune 500 clients.
Mr. Axler is a contributing writer to Seeking Alpha, and has been profiled in Barrons and in the book "The Happiness Advantage: The Seven Principles of Positive Psychology That Fuel Success and Performance at Work." Mr. Axler's short research has been profiled by the National Bureau of Economic Research (NBER) in an analysis entitled "How Constraining Are Limits to Arbitrage? Evidence from a Recent Financial Innovation," and shown to produce superior investment returns. In addition, according to a research study from Sumzero analyzing 12,000 analysts recommendations since 2009, Mr. Axler ranked #1 globally for idea performance.
Mr. Axler graduated from Yale University with a masters degree in Statistics, and received both a Bachelor of Arts degree in Statistics and a Bachelor of Science in Marketing and Business Administration from Rutgers College, where he graduated with Summa Cum Laude and Phi Beta Kappa honors.
MBCM focuses on small, illiquid and rare opportunities overlooked by larger advisory firms.
– MCBM specializes in analyzing fundamental value and does not base its potential interest on following trends or fashions
– In doing so, MBCM pays very close attention to the intellectual capital or know how of the company. MBCM believes that the strategy of the management team and its ability to execute are the key elements to unleash value accretion.
I provide stock and bond analysis to a small cap specialist investor. For my own account I invest mainly in technology and biotechnology stocks. My technology and investment web site is openicon.com. I still enjoy IT consulting and always have some sort of R&D project going on.
Formerly Chief Market Strategist at Capital Ladders Advisory Group LLC. After the sale of certain of CLAG's retail and institutional assets in October 2015, I have commenced my latest venture in the CPG industry which is centered on the development and licensing of consumer and commercial technology. https://www.linkedin.com/profile/view?id=AAIAAA3lJ9IBNi1rhhFzRWElkJl4MpyNuIiHglQ&trk=nav_responsive_tab_profile
CooLinX Integrated Technologies develops technologies for the beverage and CPG industry. We are presently effecting licensing agreements with multi-national brands and co-developing products aimed for mass market consumption.
My interest is evaluation of retail establishments by investigating their operational success or failure rather than relying solely upon financial reporting.
I am a retired retailer who owned furniture, carpet and computer stores.
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.