I've been in investment management since 1990, currently as the money manager for Worm Capital. I received my law degree from the University of Oregon in 1984, worked as an accountant for the international accounting firm KPMG, then got involved in investing. I've written over 300 columns for The Financial Times, TheStreet.com, Realmoney.com and SeekingAlpha.com.
I personally started investing in equities in 1997 and after the bust of the dot-com bubble, switched my focus to systematic approaches. The following decade of research built the foundation of Boavista Capital Management, which I founded in 2014.
I am a sales manager in the Industrial Distribution industry with over 20 years experience, and have been an independent investor for more than 15 years. I have focused on a long term, buy and hold, value and GAARP dividend investing strategy.
"Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver."
- Ayn Rand
Steve Birenberg is founder and President of Northlake Capital Management, LLC. Northlake specializes in managing portfolios for high net worth individuals using a unique strategy combining monthly ETF rotation based on major market themes supplemented by carefully selected media and telecom stocks. Steve has been managing money since 1982 and following media and telecom since 1990. For the past five years, Steve has been a contributor to RealMoney.com, the professional service of theStreet.com, where he provides commentary on media and telecom stocks. Steve is author of "Dow of Steve" for subscribers of SNL Kagan. Dow of Steve provides commentary on media and communications news from a Wall Street perspective. Steve earned his CFA in 1986 and taught at the Study Seminar for Financial Analyst from 1986 through 1992. Steve grew up in Rochester, NY and graduated from Miami of Ohio in 1982 with a Bachelor of Science in Business Administration.
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.
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.
Stookle.com is a unique web platform that scans the stock market for consistency in the movements of fundamental and/or technical metrics. Stookle delivers the power of innovative quants (finance algorithms) usually available to “Wall Street” for the everyday investors of “Main Street”. This platform will help the investors make smarter and better informed investment decisions. We put the computers and algorithms to work for you.
We believe the individual investors are left behind in this computing era and we are committed to change it. The individual investors have very naive tools and screeners that are often cumbersome and hard to use with hefty price tags. Stookle.com provides a unique service that is a hybrid between a technical stock screener, trend and fundamental analysis toolkit. By allowing users control over certain aspects of the process, Stookle provides results that fit the users' interests, but by hiding the complexities of quant analytics and a myriad of other technical indicators, Stookle remains streamlined (and doesn't have ten-thousand confusing options to choose from). Bull or Bear market, Stookle algorithms will help you identify the securities and ETFs defying/beating the market.
Algorithm Cabinet LLC and/or STOOKLE, is not a registered investment advisor and does not provide investment advice.