Having always been a learning machine, I speak five languages, have worked as a sales agent, project manager, translator, computer consultant, software engineer, built a house with my own hands, published books and essays on literature, philosophy and art, have written for magazines of various kinds in different countries.
After retiring early in 2004, little by little, I have become a fund manager for some friends and myself, following the principles of value investing laid out by Benjamin Graham, Phil Fisher, Charlie Munger and Warren Buffett. You can read about my thoughts on a suitable portfolio structure for early retirees here.
My articles should not be considered to be any kind of investment advice. What suits me well is not necessarily good for others, as successful investing is somewhat like a marriage: If only one is perfect, the marriage won’t work. So please do your own research and remember Benjamin Graham's advice: “The investor’s chief problem — and even his worst enemy — is likely to be himself.”
I run a very concentrated portfolio with 10-15 positions and invest for the long term. As of 12/2016, my largest position is Theravance Biopharma (TBPH), a company I had intensively and extensively researched long before any sell-side analyst noticed the stock. You can find my early work on TBPH on this site and my comprehensive in-depth research reports on all important pipeline assets here. I correctly predicted the evolution of the new GOLD guidelines for COPD, the sales trajectory of Vibativ and GSK's new Ellipta product range. My reports have been far ahead (in terms of depth, scope and reliability) of all sell-side work on TBPH. That said, I obviously make mistakes as well, although I've yet to make one that costs me serious money.
Other long-time favorites of mine are DaVita (DVA), IBM and a few European small caps which I have also partly covered on Seeking Alpha, e.g. Admiral (AMIGF), Fuchs Petrolub (FUPEF).
I manage a long-only investment partnership. I primarily invest in great businesses with competitive advantages and long growth runways when they become cheap and unpopular. I intend to hold these investments for 5-10 years, or ideally forever, to allow business value to compound over time.
The limited partners in my fund are high net worth individuals who appreciate value investing principles and who have both the capital and the temperament to truly invest for the long term. This investor base is a competitive advantage because it allows me to invest in businesses that have bright futures at attractive prices due to an uncertain near-term outlook.
The fund is not a good match for everyone. If you think you might be a good match for the fund, and are an accredited investor who has capital you don't need for another purpose for at least the next five years, please contact me for more information.
Long Hill Road Capital is a pseudonym I use on Seeking Alpha for regulatory reasons.
Ranked top 6% with a high success rate (+75%)
I'm the founder of the London Deep Value Investment Club (LDVIC). I run the club fee-free for my investors, with no strings attached. I do this to get a track record.
LDVIC 2017 Q1: 3 months track record (5th of October 2016 to 4th of January 2017) 37.55% vs S&P500 6.21% over the same time frame. If you want to know more get in touch: firstname.lastname@example.org
The stocks I own are:
PIR, IPI, FSTR,VRX, GLF, HHS, HHG, FOSL and CMLS (I no longer recommend CMLS).
Disclosure: any stocks that you feel like buying after discussions with me are your responsibility. I made 2 mistakes in 2016, ESI (sold out at -44%) and CMLS that I still own (more likely than not, I made a mistake in investing CMLS).
I am a happy family man, I am very contactable and passionate about stocks.
Seeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage.
The purpose of this profile is to allow us to share with our readers new transcript-related developments.
SA Transcripts Team
I started writing for Seeking Alpha in early 2012. With an interest in both fundamental and technical analysis, and a strong belief that both should be used when investing, I try to incorporate both in the bulk of my articles.
My goal is to bring a fresh viewpoint to the table on the equities I cover. I'm always "learning." Never stop! I encourage readers to do the same! I believe you can learn a lot from the 30 year veterans, but even the veterans must keep an open mind to the new guy. Each remains closed minded at their own peril.
Amateur aficionado of fundamental security analysis and behavioral psychology. I have a Ph.D. in Engineering and MBA, with corporate executive and P&L experience in North America and Asia. Managed cross-border M&A, private equity deals, strategic alliances and joint ventures. I believe in the disruptive power of innovation, having been part of developing innovative technologies. Fascinated by the global capital markets, but less so by the media pundits who boldly predict and explain all moves in the markets with not a shred of humility. Always on the side of the small investor because no one else is and...that's who I am.
Disclaimer: I would like to remind readers to always do their own due diligence on any investment, and if necessary, consult their own financial adviser. The material in my articles should not be considered or relied upon as a formal investment recommendation but merely as a starting point for further analysis.
Civil engineer using nurtured logical predictive ability to increase my retirement accounts and thereby recover somewhat from the one two punch of a divorce (in 2007 I borrowed to settle and keep real estate) and real estate downturn (2008 my real estate went underwater).
Started investing in stocks in mid-2013 with $100k in a Roth IRA. Dropped to $69k, up to $500k, down to $105k, up to $670k, down to $315k, up to $850k. Goal is $4m by end of 2015. I am more than half way there having achieved an 8.5 bagger (end of 2015), I only need another 5 bagger to exceed my goal. TAX FREE.
"A man who follows an independent and contrary path has no guarantee of making money… but a man who follows the great mass of conventional wisdom is practically guaranteed that he will not."
Riches are made through focus and concentration on a few stocks. Riches are kept through diversification . . .
Current investments: RiteAid and Intel LEAPS
LEAPS for Fun and Profit: service only available to family and close friends :-)
Don't try what I am doing without your own extensive research.
It's me, DTEJD1997 on Seeking Alpha. I sometimes post on Yahoo! stock message boards. Sometimes I make comments here.
I wish to keep this "nom de plume", as I have been posting for about a decade with it on Yahoo! and other financial websites. I have some amount of "equity" built into it.
Like my handle implies, I have a JD. I earned that in 1997. I am licensed but not actively practicing. I am originally from Detroit. Hence the "nom de plume", "DTEJD1997".
I have an undergraduate degree in Business Management (Finance).
I find the stock market interesting. I sometimes buy & sell stocks. I love investigating and analyzing things. I sometimes go off the "beaten path". I primarily invest in "nano" & micro-caps as I think I might be able to have an advantage there.
I hope that investors start to get "active" with the companies that they own. I strongly suggest reading and following everything that your company does. I also suggest voting your proxy statement. I will also contact management and engage them in conversation. I hope to get more "active" in the near future.
I hope that I can share interesting ideas in the future, they are definitely waiting to be found.
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
Young finance professional interested in constructing trading systems. I program in R, and am interested in finding ways of systematically creating alpha. Right now, I'm learning the quantstrat R package, which is a ridiculously powerful backtesting package, created for and used on the research desk of a high-frequency algorithmic trader running the algo-trading desk of a large broker-dealer in Chicago.
Troy Racki, DDS is a private practitioner located in Northern California. Entering college at 17, he graduated with a BS in biology and completed his Doctor of Dental Surgery from Loma Linda University. He has been a personal investor since age 14, opening his first brokerage account on the Monday following his 18th birthday. Additionally he serves as Vice President on the board of directors for the non-profit organization Redding Writers Forum which is dedicated to serving authors of Northern California.
Global Value Research Company (GVRC) provides investment research and analysis for the firm’s Investment Advisory divisions Milwaukee Private Wealth Management, Milwaukee Institutional Asset Management and Global Value Partners. Investment research and analysis is only available to institutional investors as a service.
When evaluating investments, GVRC appraises each issue on a fundamental basis, analyzing income statements, balance sheets, and statement of cash-flows. This analysis allows for an appraisal of the company's worth as though the entire business were being purchased. When making an investment, the primary consideration is whether a fractional share of the business can be purchased at a significant discount from the appraised value. This spread is the "margin of safety" which is a basic tenet of GVRC's investment principles.
Global Value Research Company is a division of Global Value Investment Corp.
Being an Austrian petroleum engineering student, I have always had a strong fascination for the stock market. I bought my first stocks about 5 years ago. My main interests are European stocks, but I am continuously broadening my horizon.
Retired antiques and art dealer living and investing from Gloucester, Ma. I can be found at 325 Concord St. or at email@example.com.
I like to think I know what I am doing but I have made and lost a bundle over the years.
I am a buy and hold investor who loves to compound those dividends.
Shiv is a Fellow of the Institute of Chartered Accountants in England & Wales. He has over twenty years’ experience gained in an international environment in various finance fields, including international tax and strategic planning, with responsibilities covering locations spanning four continents. He has worked from bases in Dubai, London, Baku, Jakarta, Houston & Aberdeen, supporting business in Europe, Africa, Mediterranean, Caspian, Asia and Australia, thus gaining insight into business in four continents.
Today, he is based in India and puts together the Talking Numbers Data Library, available to eligible institutional investors, investment advisers, portfolio managers, fund managers and similar persons. He also manages his portfolios in US and Indian markets, and assists friends and family manage their portfolios.
I run my own consulting practice NT Advisors LLC, which serves companies in the technology and communications industries as well as private equity and venture capital firms. I am a former sell side equity research analyst in the technology sector for 18 years primarily at UBS. I was also the Global Technology Strategist at UBS from 2008-2012. During my career on Wall Street, I was voted to the Institutional Investor All-American Equity Research Team in 15 different years.
My name is Phil Mause. I am a Senior Advisor with the Pacific Economics Group, focusing on energy, regulatory and valuation issues. I retired from 40 years of law practice earlier this year. I am a yield oriented investor and in the last two years, I have done reasonably well in junk bonds, BDCs, mortgage REITS, and dividend paying blue chip stocks. As an avocation, I dabble in stand up comedy.
Todd Sullivan is a Massachusetts-based value investor and Co-Founder and General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals change in a way that no longer support his original thesis. His blog features his various ideas and general commentary and he updates readers on their progress in a timely fashion. His commentary has been seen in the online versions of the Wall St. Journal, New York Times, CNN Money, Business Week, Crain's NY and others. He has also appeared on Fox Business News and is a RealMoney.com contributor. Visit his sites: ValuePlays (http://valueplays.net/) , Rand Strategic Partners (http://randstrategicpartners.com)
I'm a well-informed retail investor and post on SA in order to expose my thought process to critical examination and comment from readers. It makes me a better investor.
I'm particularly proud of bullish macro articles posted in 2009 and later, in which I presented ideas that encouraged me to invest very profitably in a rising market. I also did articles on individual stocks, many of which contained insights not available elsewhere. Finally, I wrote a number of thoughtful articles critical of financialism and the lack of ethics on Wall Street.
I do not post for compensation, as I am concerned that editorial policy encourages and pays a premium for articles that invite the reader to speculate on the short term movements of microcaps, penny stocks, and controversial issues. The best way for me to monetize my insights is to invest accordingly.
As a retail investor, I don't give investment advice. I write about what I'm investing in, and the thought process involved in decision making and stock selection. Hopefully some of what I write is of benefit to others, by sharing my experience as I interpret it and helping them improve their investment thinking and process.
I immigrated to the US in 2006. I started investing in India in 1999 just when the Indian markets were taking off. India had its share of Irrational Exuberance and eventually I lost quite a bit in Tech stocks from 1999 to 2002. After that I slowly moved on to cyclical (capital goods, manufacturing) and financial services stocks. I didn't have any money in the US earlier so started investing only in late 2007 - almost at the peak. And that too in REITs and finance stocks because they gave good dividend yields. We all know too well what happened to those stocks in 2008.
Now, I am trying to invest in other areas and build a steady stream of income and growth. I hold more than 60 stocks and more than 90% of my holdings are dividend growth stocks. I am short TSLA, NFLX, CRM and AMZN.
Mike is a licensed CPA with the State of Utah, and the Vice-President of Tax at a public company listed on the NASDAQ. Prior to that Mike served as the Director of Tax for another NASDAQ- listed group of multi-national outdoor sporting goods companies. Previously, Mike worked as the Vice-President of Tax at an Inc. 500 Company and as a Federal Tax Associate with one of Public Accounting's Big 4 firms. Mike holds a BS in Accounting from USU and an MAcc with an emphasis in Taxation from USU.
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.
Invest. Manage risk. Communicate. Educate yourself. Make profits. .
My name is Todd Johnson. I’m a family man, sports fiend, health nut, technology buff, long-time stock investor, and a very lucky mountain climber, all of which has shaped my philosophy as a professional investor for the last 30 years. As my interests might suggest, I am always looking for the upside while striving to minimize risks.
My new passion, which I have realized through DividendLab.com project, is helping other investors learn more about investing; investing in stocks and other assets that are subject to wide price swings can actually enhance their returns when the right investment strategy is applied. To that end, I read company 10k and 10q statements so they can skip them. I compile and analyze the market research that isn’t always at their fingertips. And I don’t make any investment recommendation without committing my own funds first, which is the purest form of accountability.
George Spritzer, CFA is a registered investment advisor at Southland Investments and specializes in managing closed-end funds for individuals.
George uses the following investment strategies:1) Opportunistic Closed-end fund investing: Buy CEFs at larger than normal discounts to NAV and sell them when the discounts narrow. 2) Exploit special situations: tender offers, fund terminations, fund activism, rights offerings etc.