A long time entertainment industry professional, I have worked with a number of top Hollywood studios and networks. With over a decade in the field I use my in-depth knowledge of film and television to inform potential investors about the viability of the many upcoming projects in the industry.
Questions? E-mail me at TheEntertainmentOracle[at]gmail.com.
I'm the lead investment research analyst for income and dividend investing at Investors Alley, an independent investment research service. My primary role is editor of several investment advisories bringing deep dive research and actionable income and dividend investment recommendations to investors. These advisories include The Dividend Hunter, 30 Day Dividends, and Tax-Smart Income Hunter.
Prior to joining Investors Alley, I was a stock broker, a Certified Financial Planner, and an F-16 fighter pilot and flight instructor with the United States Air Force. In addition to my primary duty of flying the F-16 to defend our nation's skies I was an instructor in the F-16 Flying Falcon as well as the OV-10 Bronco. During my time in the service I was stationed at various military locations in including Osan AB, Korea, Patrick AFB, Florida, and Nellis AFB in Las Vegas. I graduated from the United States Air Force Academy with a degree in mathematics.
It was during those years when I was a Certified Financial Planner and helping families and individuals plan their finances and make wise investment decisions that found my second passion in life: investment research. (Flying was and still is my first.)
My area of specialty is evaluating income generating investments to find the combination of sustainable and growing dividends, special dividend opportunities, and share price appreciation driven by management's commitment to dividend growth. I have a particular emphasis on master limited partnerships, business development corporations, and real estate investment trusts.
I've previously written for USA Today, The Motley Fool, eHow, SFGate, Chron.com, Wikinvest.com, Moneynews.com, iStockAnalyst, among others, and have contributed vast firsthand research to a major provider of data on master limited partnerships, another area of extreme interest to me. Along with my duties with Investors Alley I'm a regular contributor to Seeking Alpha.
In addition to the articles posted here on Seeking Alpha you can find my investment analysis on the Investors Alley website and the weekly newsletter, The Market Cap.
I am a research analyst for a long/short value-oriented hedge fund. Most of my attention is focused on the tech, telecom and media sectors although I occasionally look for value (or its opposite) in other areas.
Note that I take long and short positions in the stocks I discuss on Seeking Alpha. Although I disclose my positions at the time of publication, these may change at any time without notice. Nothing I write should be construed as investment advice or a recommendation to buy or sell specific securities. Please do your own research and/or consult with a financial adviser. While everything I write is factually correct to the best of my knowledge, I encourage you to notify me in the comments section when you think I may be in error.
Alex B. Gray is the founder and editor of the Scavenger Report newsletter and the ScavengerReport.com website. The Scavenger Report is a research-focused investment newsletter for the independent-minded investor. The ScavengerReport.com website also contains independent research on individual stocks and related articles.
Alex has been an entrepreneurial thinker and private investor for most of his life. Alex is drawing on his over 20 years of experience as a private investor and his very broad experiences as an entrepreneur and corporate executive to uncover opportunities primarily in the equity markets. Prior to founding the Scavenger Report, Alex co-founded a web services company, two e-commerce businesses and an e-commerce software solutions company.
Previous to his entrepreneurial ventures Alex served as Senior Vice President and CIO of American Investment Bank, a former subsidiary of Leucadia National Corporation (NYSE: LUK) and Senior Vice President of Tranex Credit Corp. In addition, Alex has provided independent consulting services to companies in the finance, banking, transportation and real estate management industries. His consulting work was primarily focused on process improvement, cost reduction, risk management and acquisitions.
Author of the book, Peak Oil and the Second Great Depression (2010-2030), A Survival Guide for Investors and Savers After Peak Oil.
The book presents a fairly conservative strategy for growing savings in an world of declining conventional crude oil supply.
Michael runs a value oriented investment firm. He has a track record in value and cyclical investing and previously worked for Goldman Sachs, Pequot Capital, and Mercer Partners. He is a graduate of Skidmore College (B.A.), Summa Cum Laude, and The NYU Stern School of Business (M.B.A.), with a concentration in Finance. At Stern, he served as the President of The Michael Price Student Investment Fund.
Dr. Clemens Scholl was born in Salzburg, Austria. He went to school and high school in the french-speaking part of Belgium, studied physics and mathematics at the University of Cologne, Germany. He obtained a PhD in nuclear physics magna cum laude, and conducted experimental research at several national and international accelerator facilities. He has published a large number of academic papers in the field of experimental nuclear physics. Dr. Scholl has lived in Austria, Germany, England, Belgium, France and Japan. He currently lives in Germany.
Next to his scientific work, Dr. Scholl manages an investment partnership based on value investing principles. He is the CFO of a French real estate company and the general partner of Tolbiac Capital KG.
Asif Suria is an entrepreneur and investor with a focus on event driven strategies including merger arbitrage and insider trading. He publishes a weekly post that includes the latest mergers and highlights the largest spreads. He also publishes a weekly post that highlights the top 5 insider purchases and sales of the week. Asif is also one of the earliest contributors at Seeking Alpha and has been regularly contributing content since 2005.
The Rational Walk was created to provide a platform to publish equity research based on value investing principles. We believe that diligent and thorough security analysis has the potential to identify opportunities in the financial markets for the small number of investors who truly have long time horizons and the appropriate temperament to ignore short term market fluctuations. The Rational Walk’s extensive coverage of Berkshire Hathaway has been mentioned in several news articles.
Greenbackd is dedicated to unearthing undervalued asset situations where a catalyst exists likely to unlock the value. Greenbackd focuses on assets for three reasons:
1. Assets are simpler to value than earnings: Earnings are often difficult to forecast with any degree of accuracy and we can't value a security based on unknown future earnings. Assets, on the other hand, are known quantities at filing. This is not to say that the value of the assets recorded in the filing is the value we ascribe to them. We disregard intangible assets, heavily discount long-term and fixed assets, and apply a modest discount to current assets. We take only cash at face value. For these reasons, we prefer that each security is predominantly backed by cash, hence our name: Greenbackd. 2. Assets anticipate the downside, the liquidation value, first: This forces us to be conservative in our assessment of value.
3. Assets are a contrarian measure of value: To the extent that Wall Street makes any assessment of value, it is obsessed with earnings. It pays little attention to assets. This creates an opportunity where a valuation based on a company's earnings underestimates the company's asset value.
Our favorite stocks are those trading at a substantial discount to liquidation value with an activist investor pushing the company to undertake some corporate action (for example, return capital, pay a special dividend, buy back stock, sell a key asset or the entire company). Greenbackd is penned by a former securities lawyer now working in value-oriented activist funds management
Visit his website: Greenbackd (http://greenbackd.com/)
I am an international investment advisor, business development consultant and and financial services entrepreneur with over twenty five years of experience in international wealth management. I am a pioneer in the emerging field of marketplace lending as an alternative to traditional fixed-income as a source of consistent, attractive, low-volatility returns for investors. (see published articles below) I began my career in 1991 at Merrill Lynch International Private Bank in Madrid, Spain as a Financial Consultant, and left Merrill Lynch in 2003 as a Senior Vice President to co-found Private Wealth Advisors, a boutique investment advisory firm acquired by Spain´s Banco Inversis in 2009. Prior to joining mineral&rocks as North American Sales Manager and Synthesis Multi-Asset Architecture Sicav-Sif as Senior Advisor for Business Development, I founded Clearwater Private Investment, an investment consulting firm focused on helping high net-worth investors (and savers) to design strategies to preserve and grow their financial wealth through low volatility, non-market alternative finance and direct lending solutions such as Marketplace Lending (Consumer Lending, Factoring, Discounted Invoice Lending, Trade Finance and Mortgage-backed Bridge Finance Lending). I am a speaker, writer and champion of marketplace lending as a source of consistent and predictable returns for investors. Additionally, I am familiar with the investment regulatory requirements in both Europe and the US for European and American citizens and residents.
Jake Huneycutt is a former Portfolio Manager. Jake holds an MBA degree with a concentration in finance from Emory University. He earned a Master of Accounting degree from the University of North Carolina at Chapel Hill. He received his B.A. in History from East Tennessee State University. Jake is originally from Johnson City, TN and currently splits time between Boston, MA and Atlanta, GA.
Henry W. Schacht, CFA is the founder of Schacht Value Investors, an investment management firm. He earned his MBA at the University Of Chicago Graduate School of Business and a degree in finance from the University of Notre Dame.
Matthew Burlage is the founder and Chief Executive Officer of IRG and has primary responsibility for the firm’s strategy and financial advisory business across the Asia Pacific region, including Japan. Matt is also responsible for the firm's proprietary investments.
Matt has spent the last two decades involved in corporate finance for Asia’s leading corporations, government enterprises and financial institutions. Before co-founding IRG, Matt was a Managing Director and Head of Industry Groups at Lehman Brothers in Hong Kong, where he created the first and largest dedicated technology, media and telecommunications (TMT) group at an investment bank in Asia. He built Asia’s leading TMT franchise and led the market, dominating lead management, advisory and strategic development for Asia Pacific’s leading TMT companies, including Hongkong Telecom, Korea Telecom, PT Indosat, PT Telkom, Pacific Internet, Korea Thrunet, Softbank, Yahoo! Japan, PCCW, LG Group, and chinadotcom, among others. He has been an advisor on merger and acquisition strategy to Asia’s leading companies in Japan, Singapore, Hong Kong, Indonesia, China, Thailand, Taiwan, and Korea, as well as to leading global telecommunications operators in Europe and the U.S. Matt was ranked Number One in ex-Japan Corporate Asia, and Number Two in Corporate Asia, by Institutional Investor, and is a member of Institutional Investor’s Top 20 Global E-Finance Elite 2000 for Asia and Europe.
Matt spearheads IRG’s investment of its own capital. Matt has built an impressive investment track record over the last several years. Relying on deep sector analysis, decades of Asian experience, an analysis of global trends and their applicability to Asia as well as a personal network across the Asia Pacific, Matt has managed the investment and montization of IRG's recent investments and has personally participated in the corporate governance, strategy evolution and operational management of several of these efforts.
Matt has an MBA from Harvard Business School, a BA from Yale University, and attended the Japanese Language Institute of Sophia University in Tokyo.
Jon Heller, CFA, CFP® is a 25 year veteran of the financial services industry, with a background in equity fundamental analysis and publishing. His focus is on discovering special deep value situations such as companies trading below their net current asset value, or NCAV, or situations where there are undiscovered and/or undervalued assets. He shares his research with others via his blog Cheap Stocks (http://stocksbelowncav.blogspot.com/) . He launched KEJ Financial Advisors, LLC (http://www.kejfinancial.com/), a fee-only financial planning firm in 2008. Jon has an MBA from Rider University, where he has been an adjunct faculty member, and a BA in Financial Planning/Economics from Grove City College.
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.
Tweedy, Browne Co. LLC is a $13.5 billion dollar investment partnership based on the Graham-Dodd approach to value investing. The managers buy equities that are trading at a significant discount to intrinsic value, thus creating a "margin of safety." They sell investments when they feel prices have approached the intrinsic value and there are better alternative investments with greater margins of safety.
The firm was founded by Forrest Berwind Tweedy in 1920 as Tweedy & Co., a dealer in closely held and inactively traded securities. The firm's 85-year history is grounded in undervalued securities, first as a market maker, then as an investor and investment advisor. Pictured at left: Christopher H. Browne, Managing Director.
Visit Tweedy, Browne (http://tweedy.com/)