I am long-term value investor currently working for a value-based asset manager. My articles attempt to identify companies with unique competitive advantages, hidden value, and special situations.
Michael Pettis is a professor at Peking University's Guanghua School of Management, where he specializes in Chinese financial markets. He has also taught, from 2002 to 2004, at Tsinghua University’s School of Economics and Management and, from 1992 to 2001, at Columbia University’s Graduate School of Business.
Pettis has worked on Wall Street in trading, capital markets, and corporate finance since 1987, when he joined the Sovereign Debt trading team at Manufacturers Hanover (now JP Morgan). Most recently, from 1996 to 2001, Pettis worked at Bear Stearns, where he was Managing Director-Principal heading the Latin American Capital Markets and the Liability Management groups.
Visit: China Financial Markets (http://www.mpettis.com)
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.
Scott Grannis was Chief Economist from 1989 to 2007 at Western Asset Management Company, a Pasadena-based manager of fixed-income funds for institutional investors around the globe. He was a member of Western's Investment Strategy Committee, was responsible for developing the firm's domestic and international outlook, and provided consultation and advice on investment and asset allocation strategies to CFOs, Treasurers, and pension fund managers. He specialized in analysis of Federal Reserve policy and interest rate forecasting, and spearheaded the firm's research into Treasury Inflation Protected Securities (TIPS). Prior to joining Western Asset, he was Senior Economist at the Claremont Economics Institute, an economic forecasting and consulting service headed by John Rutledge, from 1980 to 1986. From 1986 to 1989, he was Principal at Leland O'Brien Rubinstein Associates, a financial services firm that specialized in sophisticated hedging strategies for institutional investors.
Visit his blog: Calafia Beach Pundit (http://scottgrannis.blogspot.com/)
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
As Chairman of Guggenheim Investments and Global Chief Investment Officer, Mr. Minerd guides the Firm’s investment strategies and leads its research on global macroeconomics. Prior to joining Guggenheim Partners, Mr. Minerd was a managing director at Morgan Stanley and Credit Suisse. He is involved in leadership roles at a number of civically-minded organizations, including Cedars-Sinai Medical Center and Strategic Partners Among Nations.
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
I have retired from a 35 years career in the semiconductor industry. I now have the time to do the deep research necessary for successful investing.
I freely provide investment information for friends and family.
I am a member of MENSA, which means precisely nothing except I wake up in the middle of the night doing pointless math problems in my head:)
Our team is based in Chicago and New York with experience at Google, The Wall Street Journal, Bear Stearns, Lehman Brothers, Tribune and WallStreetView.
YCharts visualizes massive amounts of market information to identify companies with long-term competitive advantages and appropriate valuations. Fundamentals matter and we believe it’s important to understand how companies perform over time and relative to their peers. We cover over 20,000 U.S. & Canadian companies and manage over 40 million investor trends in real-time.
Myles McCabe is an equity analyst with two years of buy-side research experience. Starting as an intern, Myles worked in a variety of analytic, compliance, and customer relations positions in both wealth management and commercial lending. He has experience with financial modeling, investment process implementation, shareholder activism, and client relationship management. Myles is currently a third-year law student at Saint Louis University seeking a JD/MBA and a career as an analyst.
Derek Lowe, an Arkansan by birth, got his BA from Hendrix College and his PhD in organic chemistry from Duke before spending time in Germany on a Humboldt Fellowship on his post-doc. He's worked for several major pharmaceutical companies since 1989 on drug discovery projects against schizophrenia, Alzheimer's, diabetes, osteoporosis and other diseases.
To contact Derek, email him directly: email@example.com (mailto:firstname.lastname@example.org)
James Altucher was the managing director of Formula Capital, an asset management firm and fund of hedge funds. He's written five books on investing: Trade Like a Hedge Fund, Trade Like Warren Buffett, SuperCash, The Forever Portfolio, and his latest book, The Choose Yourself Guide To Wealth. He currently writes at Jamesaltucher.com and has released a newsletter, The Altucher Report.
Mr. Altucher is the founder of Stockpickr.com, a social network for finance that had millions of unique visitors per month when it was sold to TheStreet.com in 2007. He has written over 200 columns for The Financial Times and has written for TheStreet.com, Forbes, Yahoo Finance, Fidelity.com, and other publications. He was also the founder of a web services firm, Reset Inc, which he sold in 1998, at which time he became a partner at VC firm, 212 Ventures/Investcorp. Mr. Altucher regularly appears on CNBC, Fox News, Fox Business, and CNN Radio, and is also in his spare time a nationally ranked chess master. Mr. Altucher received his BA at Cornell University and attended graduate school for computer science at Carnegie Mellon University.
You can follow him on twitter @jaltucher.
I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities.
I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor in History. My major track focused on Investments and Financial Analysis. While at Lehigh, I was the Head Portfolio Manager of the Investment Management Group, a student group that manages three portfolios, one long/short and two long only. I have had two internships, one a summer internship at a large bank, and another helping to manage the Lehigh University Endowment for nearly a year.
Disclaimer: Bill reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation.
Dana Blankenhorn http://www.danablankenhorn.com has been a business journalist since 1978, and a futurist all his life.He warned about the coming Houston oil collapse in 1979. He began making a living on the Internet in 1985. He launched the first e-commerce daily for CMP in 1994, warned of the coming dot-bomb at a-clue.com in 1997 and began covering the Internet of Things in 2003.Along the way he's written for a host of newspapers, magazines, news services and Web sites. Most recently he was at TheStreet.com, covering technology and investments. He still has time for freelance assignments. He lives in Atlanta.
Please note that I do not read comments posted here, nor respond to messages here. I don't have the time. If you want my attention, you must seek it directly at my blog.
David J. Merkel, CFA — From 2003-2007, I was a leading commentator at the excellent investment website RealMoney.com (http://www.RealMoney.com). Back in 2003, after several years of correspondence, James Cramer invited me to write for the site, and now I write for RealMoney on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, corporate governance, etc. My specialty is looking at the interlinkages in the markets in order to understand individual markets better.
I no longer contribute to RealMoney because my work duties have gotten larger, and I began this blog to develop a distinct voice with a wider distribution.
In 2008, I became the Chief Economist and Director of Research of Finacorp Securities (http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=109&STORY=/www/story/02-08-2008/0004752449&EDATE=). Finacorp went into liquidation in June 2010, after which I decided to open my own asset management shop, Aleph Investments, LLC. I manage stock and bond portfolios for clients.
Until 2007, I was a senior investment analyst at Hovde Capital, responsible for analysis and valuation of investment opportunities for the FIP funds, particularly of companies in the insurance industry. I also managed the internal profit sharing and charitable endowment monies of the firm.
Prior to joining Hovde in 2003, I managed corporate bonds for Dwight Asset Management. In 1998, I joined the Mount Washington Investment Group as the Mortgage Bond and Asset Liability manager after working with Provident Mutual, AIG and Pacific Standard Life.
My background as a life actuary has given me a different perspective on investing. How do you earn money without taking undue risk? How do you convey ideas about investing while showing a proper level of uncertainty on the likelihood of success? How do the various markets fit together, telling us us a broader story than any single piece? These are the themes that I will deal with in this blog. I hold bachelor’s and master’s degrees from Johns Hopkins University.
In my spare time, I take care of our eight children with my wonderful wife Ruth. Visit this site: The Aleph Blog (http://alephblog.com/)
Scott Rothbort has over 25 years of experience in the financial services industry. He is the Founder and President of LakeView Asset Management, LLC, www.lakeviewasset.com a Registered Investment Advisor specializing in customized separate account management for high net worth individuals. In addition, he is the founder of TheFinanceProfessor.com www.thefinanceprofessor.com an educational social networking site where his blog also resides; and, publisher of The LakeView Restaurant & Food Chain Report www.restaurantstox.com , a newsletter focusing on investment and trading ideas in the food, restaurant and agricultural sectors. Mr. Rothbort is also a Term Professor of Finance at Seton Hall University’s Stillman School of Business, where he teaches courses in finance and economics; is the Chief Market Strategist for The Stillman School of Business; and, the co-supervisor of the Center for Securities Trading and Analysis. In May 2011, along with partners, he opened From Bagels To Burgers www.frombagelstoburgers.com , a restaurant in Lake George, NY for which he is the managing partner and CEO. In September 2011, along with Cody Willard, he co-founded Wall Street All-Stars www.wallstreetallstars.com , a collection of publications, commentary and analysis from some of the finest money managers and traders on Wall Street, where he also contributes his commentary on a daily basis.
Mr. Rothbort has written extensively for The Street.com www.thestreet.com since 2002. His blog is also republished by Seeking Alpha http://seekingalpha.com/author/scott-rothbort He has frequently appeared as a professional guest on Bloomberg Radio, Bloomberg Television, Fox Business Network, CNBC Television, TheStreet.com TV, WallStreetWeek.com, and local television or radio. As an expert in the field of derivatives and exchange traded funds (ETFs), he frequently speaks at industry conferences. He is an ETF advisory board member for the Information Management Network, a global organizer of institutional finance and investment conferences. In addition he is widely quoted in interviews in the printed press and on the internet.
Mr. Rothbort founded LakeView Asset Management, LLC, in 2002. Prior to that, since 1991, he worked at Merrill Lynch where he held a wide variety of senior level management positions including: Business Director for the Global Equity Derivative Department; Global Director for Equity Swaps Trading and Risk Management; and, Director for secured funding and collateral management for the Global Capital Markets Group and Corporate Treasury. Prior to working at Merrill Lynch, within the financial services industry he worked for County Nat West Securities and Morgan Stanley, where he had international assignments in Tokyo, Hong Kong and London. He began his career working at Price Waterhouse from 1982 to 1984.
Mr. Rothbort received an M.B.A., majoring in Finance and International Business from the Stern School of Business, New York University, in 1992, and a B.S. in Economics, majoring in Accounting, from the Wharton School of Business, University of Pennsylvania, in 1982. He is also a graduate of the prestigious Stuyvesant High School in New York City. Mr. Rothbort is married to Layni Horowitz Rothbort, a real estate attorney and together they have five children.
Visit his site: Lakeview Asset Management (http://www.lakeviewasset.com/)
Visit his blog: The Finance Professor (http://thefinanceprofessor.com/welcome.php)
Visit his newsletter: LakeView Restaurant and Food Chain Report (http://www.restaurantstox.com/)
Visit his trading commentary website: Wall Street All-Stars (http://www.wallstreetallstars.com/)
Think B.I.G., by Bespoke Investment Group, provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from institutions to the most modest investor, to gain the data and knowledge necessary to make intelligent and profitable investment decisions. Along with running their Think B.I.G. finance blog, Bespoke provides timely investment ideas through its Bespoke Premium (http://bespokepremium.com/) subscription service and also manages money (http://bespokepremium.com/mm) for high net worth individuals.
Visit: Bespoke Investment Group (http://bespokeinvest.com/)
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.
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.
Dr. Paul Kedrosky maintains a widely-read blog on technology finance at Paul.Kedrosky.com (http://paul.kedrosky.com). Earlier in his career, Dr. Kedrosky founded the technology equity research practice at HSBC James Capel. Dr. Kedrosky was one of the first analysts to cover Internet companies, as well as making early and timely calls in networking and communications. He currently sits on various boards, is a strategist for Ten Asset Management in Encinitas, California, and a Senior Fellow with the Kauffman Foundation.
He appears regularly on CNBC, and has also appeared on CNN, PBS Newshour, ABC Nightline, and elsewhere, as well as being quoted in the New York Times, Wall Street Journal, etc.
Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs.
Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy.
Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc.
Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client.
Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.