You'll never see me write a long bio listing all of my credentials and degrees or refer to myself in the third person. I love discussing ideas and I appreciate it when people can play devil's advocate without resorting to personal attacks. In short, I employ a long-only, long-horizon, focused value style, guided by thorough bottom-up research and backed by years of accounting and finance experience. When people ask me "what do you do?" I assume they mean for fun.
I'm a financial analyst and consultant, specializing in the tech sector spending the last decade developing my profile in that area. After serving as a Sr. Financial Analyst in a Fortune 500 tech company for many years I founded Finro – an independent consulting firm that provides financial analysis services to the tech sector and tech related analysis to investment firms.
I work with startups, hedge funds, VCs, mutual funds and individual investors on valuating companies (private and public) and technologies, and analyzing investment strategies and complex securities. Additionally, I develop financial projections, financial modeling, and ad-hoc financial analysis.
I'm teaching finance courses in the top universities in Israel and I write for Seeking Alpha to share my analysis, research and thoughts with others who are passionate about finance and technology as I do.
I'm open to new opportunities. Feel free to contact me via the contact details below.
Email: firstname.lastname@example.org | LinkedIn: https://il.linkedin.com/in/lronen | Skype: lior.ronen.finro
Mid Market M&A consultant specializing in technology and energy industries. Individual Investor for over 25 years. Growth oriented investments primarily in market leaders and technology leaders. Investment philosophy is long term buy and hold with average holding time of several years.
I have a keen sense of cutting through management and Investment banker commentary and seeing true value of companies. A lot of my views tend to be controversial for that reason but at the same time remarkably accurate.
To get a feel for my writing, readers can puruse a few of my recent against the grain calls:- with extremely high success rates.
I am currently a first-year MBA student at the Kellogg School of Management, seeking for an Equity Research internship position this summer.
I graduated with a master degree of control theory and control engineering from Northeastern University in China. My first job was a software engineer at Lucent Technologies, which fundamentally grew my interest in technology. At the same time I started investing in China‘s stock market. The 2007 stock market crash sparked my curiosity in finance, then I studied for CFA. Next, I transitioned to a business analyst at Thomson Reuters focusing on exchange-traded data across Asia Pacific. I enjoyed my broad exposure to the financial markets, and at the same time made huge efforts understanding the stock market. Overtime I developed my economic intuition and genuine interest in Equity Research. I am here at Kellogg in hoping to get my journey started with a strong platform in US.
“The way to win is to work, work, work, work and hope to have a few insights.”
– Charlie Munger
“People err who think my art comes easily to me. I assure you, dear friend, nobody has devoted so much time and thought to compositions as I. There is not a famous master whose music I have not industriously studied through many times.”
- Wolfgang Amadeus Mozart
"It is better to be roughly right than precisely wrong."
- John Maynard Keynes
My time frame for looking at an investment would generally be between two to five years.
We are a team of market professionals with 18 years combined experience as investment advisers and stock analysts. We specialize in the transportation sector (rails, air freight, ports, shipping and logistics). We use our deep knowledge about this space to help readers earn higher risk adjusted returns. In addition, we have 11 years of experience trading options and use these to generate extra income. A client with a $100,000 dollar portfolio can expect an extra $3,000 to $8,000 from these investments.
I am an individual investor saving up and strategizing for retirement, hopefully an early one. I started investing in 2008 with a few hundred dollars and since then have gained great insight into economics and a much better attitude about frugality. I am interested in Austrian economics and deductive based reasoning, though am also fully comfortable using empiricism to demonstrate my reasoning.
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.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Daniel is currently the manager of Avaring Capital Advisors, LLC, a registered investment advisor that oversees one hedge fund. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
I've been in the investing world for the last 10 years, dealing with stocks, options, mutual funds, and a little bit of forex. I have also been involved in the fields of manufacturing, engineering, information technology, and commercial fishing. I had been thinking about pursuing a career in the financial services industry, but never took the leap. Right now, I'm more or less semi-retired at 36, working part-time on a charter fishing boat, and writing articles on Seeking Alpha for beer money!
Muddy Waters, LLC is a pioneer in on-the-ground, freely published investment research. Muddy Waters peels back the layers, often built up by seemingly respected but sycophantic law firms, auditors, and venal managements. We assess companies’ true worths. Our research approach is to combine diverse talents–many of whom have hands-on experience running businesses in the US and emerging markets.
I graduated with a BSEE from NCSU. Following technology companies and developments is a hobby of mine when I have free time. A few years ago I started investing, and have tremendously enjoyed it. I try and share a unique view from an engineering vice an investor standpoint, and enjoy learning from others in the SA community.
Ashraf Eassa is a technology specialist with The Motley Fool. He writes mostly about technology stocks, but is especially interested in anything related to chips -- the semiconductor kind, that is.
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