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.
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Suhail Capital Management is a Cayman Domiciled Private Investment Firm. We focus on event driven long/short opportunities in what we believe to be seriously mispriced global listed securities.
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
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.
Investing has been my hobby for many years. I am an engineer in Silicon Valley.
I am not an investment adviser. None of my writings should be interpreted as investment advice. Please get an investment adviser and do your own due diligence before investing.
I have been an active investor in US equities and options since 1991. I do mostly position trades based on deep fundamental research and contrarian approach. During the 1991-2009 period my investment returns may be characterized as stellar. However, my investment record since 2009 was terrible.
I consider myself an amateur investor. However, in all these years I learned a thing or two about equity markets and valuations. Though I do short equities often, going by my record – I admit that I am not a successful short seller. That is not to say my analyses were wrong, rather it is just that my timing is far from being perfect.
I am a registered professional engineer and Professor of Civil Engineering at a major US university in my day job. The professional code of ethics for engineers dictates that, when making public pronouncements such as article authorship or comments on articles, I should disclose on whose behalf I am making those statements. I present all my equity and market related commentary and analyses on public forums such as Seeking Alpha in my capacity as an amateur investor. The analysis presented and the associated statements and assertions represent only my views and are in no way associated with my employer or my profession.
Named by Fortune as one of its "50 Great Investors". Acknowledged as Cash Flow From Operations (CFFO) expert by WSJ, Fortune, Forbes.com and Smartmoney.com after developing a CFFO algorithm that predicts bankruptcies for seemingly healthy large NYSE and NASDAQ traded companies.
In September 2007 Equities Magazine column predicted the 2008 collapses for all five of the U.S. major brokers including Lehman, Bear Stearns and Merrill Lynch. Wholesale sell recommendations for the five based on macro-analysis of brokerage industry's negative cash flow due to "sub-prime mortgage revenue".
Based on BOJ instituting a Negative Interest Rate Policy in early 2016, now predicting the global banking system will eventually crash unless negative rates are eradicated.
Developed a crash indicator (NIRP Crash Indicator) from an algorithm that he developed from conducting research on metrics of Crash of 2008,
Entered capital markets upon graduation from college in 1977. Broker, IPO banker, analyst and futures trader during career.
Founded: TrophyInvesting.com (2016), Dynastywealth.com (2014), Onlinefinancialsector.com (2007), StockDiagnostics.com (2002).
Currently: Analyst for Dynasty Wealth (focused on finding and covering disruptor companies that have 100X to 1,000X potential within 5 years).
Passion is recommending shorts for hyped companies that have inherently flawed negative CFFO models. Does not trade the markets and is instead a buy and holder.
Founder of Equities Research LLC
Tom Renna began his professional career on Wall Street 25 years ago after graduating Rutgers University. In 2005 Tom founded Equities Research LLC, a small boutique investment research firm where he provides market research analysis and consulting services to both Issuers (private and public) and Wall Street professionals. Tom’s experience as an investment banker, financial advisor, institutional equity broker, bond broker, entrepreneur and director of a public company gives him the unique ability to see all sides of Wall Street. Tom provides invaluable insight to both issuers and investors, from the novice to top Wall Street executives. In 1997 Tom was an original owner of Newsgrade Corporation, a private online publishing company, a private online publishing company that annually generated millions of timely and actionable automated unique stories that were streaming on Bloomberg Terminals for institutional investors. By 2003 Tom had become Managing Director of National Sales for Stockdiagnostics.com, a subsidiary of Newsgrade that he helped to create. Tom has made some of the top long and short calls over the last 25 years on Wall Street and his work has been mentioned on CNBC TV among other financial news sources.
"in this day and age of digital speed and lightning trading, Equities Research continues to use a CALENDAR to measure investments and performance by examining Quarterly and annual fundamentals" -----Thomas Renna
Mr. Judkowski is a managing member of Waterloo International Advisors, LLC. He co-managed a short-biased hedge fund from 2000-2013. Over a 20 year period, Mr. Judkowski published short sell reports (The Accounting Workout (1993-1994) and The Short Seller’s Report (1996-2006)) and co-published red flag newsletters (Balance Sheet Watch (1998-2006) and Earnings Workout (2011-2012)).
His firm currently serves as sub-advisor to Logan Capital Management, which offers a long/short strategy through separately managed accounts and a mutual fund.
For more information, visit www.logancapital.com or www.logancapitalfunds.com
TheStreetSweeper recently named Sonya Colberg as Senior Editor. About three years ago, she became senior investigative reporter of TheStreetSweeper, a website devoted to exposing fraud, shenanigans and lousy business practices of public companies. Sonya had worked more than two decades as an editor and reporter for two major newspapers, including the recent Warren Buffett acquisition, Tulsa World. Among others, the Associated Press, Great Plains Journalism Awards, The Gerald Loeb Awards and the Society of Professional Journalists have recognized Sonya’s investigative, feature, health, news and business stories. A fearless investigative reporter, Sonya loves nothing better than calling out the shysters and bumblers who quietly work to separate investors from their hard-earned money.
Long, Growth, Value, REITs, Momentum, Special Situations...all that jazz. Self-taught investor with an experienced background in behavioral science in military and civilian sectors. Enjoy beating my CFA brother's total returns every year. Exceptional ability to shift through misinformation, disinformation, and noise on SA. Loves to read and research!
Wisdom Tree Investments - (WETF)
Pure-play ETF provider and asset manager with exceptional products, no debt, 150 million + cash, great dividend yield, and planned share buy backs in the future. Not only that, total AUM continues to increase monthly. Great growth stock as ETF providers continue to gain more inflows and grab market share from under performing mutual funds with high fees.
Least Favorite Stock:
Herbalife - (HLF)
In short, Herbalife is a multi-level-marketing (MLM) seller of dietary shakes and herbal supplements. The stock is also a pyramid scheme whose fate entirely depends on recruiting others to pay to become sellers of its products. No outside retail demand exists for its overpriced, generic products - Anyone can pay to become a distributor - exploits individuals' desire to attain success through exaggerated income claims - 99% of distributors make nothing following the Herbalife business plan.
Pershing Square billionaire, Bill Ackman, may be speculating on the timing of his short thesis, but the short thesis is solid - http://www.factsaboutherbalife.com/. Herbalife has been outed as a company only selling the majority of its products through conscripted consumption to its distributors trying to reach the top of the pyramid. No outside retail sales numbers exists and Herbalife President Des Walsh prefers not to track them. The company prefers to keep growth metrics vague or spin the truth. Not an investor friendly strategy in my opinion.
Overall, sales will continue to decline as society realizes the fraud surrounding Herbalife and recruitment numbers falter. Declining sales will be a slow motion car wreck for LONGS barring any FTC decision to shut down the company.
Chris Umiastowski spent over a decade as a sell-side technology analyst before leaving the industry in 2011. He was consistently ranked as a Top Gun analyst in Canada by Brendan Wood International. Mr. Umiastowski believes investors can earn market beating returns by thinking beyond next quarter and focusing on long term winners. He is also the growth investor for the Globe and Mail's Strategy Lab project.
I have spent over thirty years in the financial services industry and I am the author of Dead Companies Walking: How a Hedge Fund Manager Finds Opportunity in Unexpected Places, an Amazon Best Book of the Month. Since 1991, I have managed the hedge fund Crown Capital in Marin County, California.
Mr. Axler is the Founder and Chief Investment Officer of Spruce Point Capital Management, an activist hedge fund manager. Mr. Axler also co-founded Prescience Point Research Group (2012-2014). Mr. Axler specializes in activist short-seller, forensic financial research, and has exposed over $1.0 billion of alleged listed frauds on Nasdaq and the NYSE. Prior to founding his company in 2009, Mr. Axler spent eight years as an investment banker with Credit Suisse and Barclays Capital where he structured and executed billions of dollars of financing, derivative risk management, and M&A deals for leading Fortune 500 clients.
Mr. Axler is a contributing writer to Seeking Alpha, and has been profiled in Barrons and in the book "The Happiness Advantage: The Seven Principles of Positive Psychology That Fuel Success and Performance at Work." Mr. Axler's short research has been profiled by the National Bureau of Economic Research (NBER) in an analysis entitled "How Constraining Are Limits to Arbitrage? Evidence from a Recent Financial Innovation," and shown to produce superior investment returns. In addition, according to a research study from Sumzero analyzing 12,000 analysts recommendations since 2009, Mr. Axler ranked #1 globally for idea performance.
Mr. Axler graduated from Yale University with a masters degree in Statistics, and received both a Bachelor of Arts degree in Statistics and a Bachelor of Science in Marketing and Business Administration from Rutgers College, where he graduated with Summa Cum Laude and Phi Beta Kappa honors.
As a web analyst, developer and SEO, I have worked with Dr. Jon M. Taylor, Robert FitzPatrick and other pyramid scheme experts and consumer advocates including Dave Ritchie, Bruce Craig and Douglas Brooks. See http://mlmpetition.com
Investment professional and CFA charterholder. I write on Seeking Alpha as a personal hobby and to elicit feedback on specific ideas and topics, help organize my thinking, and connect with intelligent people.
i'm a registered nurse, ex CPA, entrepreneur, small time investor
i made a small fortune in the computer business in the clinton era and lost it trying to open a chain of restaurants. so i've been both up and down... and i have no desire to repeat the down.
at this time in my life, i'm fairly risk averse - with the exception of some agressive investing. i have no debts. the house, car, boat, etc.. is all paid for. i am starting a video production business to produce test prep software with integrated video. i've got a small fortune invested in this, and i'm still building the studio. fortunately, it is all paid for, so i am fairly bullet proof and i've priced failure in my equation, so with this business - i can fail until i succeed. this is what the hard lessons in life have taught me. if your business plan tolerates no failure, you darn well better be 100 % on top of the market and your game. if it does tolerate failure, you have the opportunity to learn and improvise.
and so it is with investing :).
Matt Stewart is a private investor, former vice president & director of RBC Dominion Securities Inc. in Toronto and holds an Honors BA from the University of Western Ontario and an MBA from the F.W. Olin School of Business at Babson College. Matt also represented all BCE common shareholders as the 'intervenor' in the BCE v. Bondholder's case argued before the Supreme Court of Canada in July, 2008.
AKA Laura Taylor Townsend
Using a wealth of expertise acquired in multiple industries, Laura provides top-notch investigative and analytical skills to assist corporations, non-profits and governmental bodies with confidential matters ranging from employee misconduct, industry/opposition intelligence, reputational/associational risk analysis, financial irregularities, criminal enterprises and highly complex matters requiring sensitivity, security and sophisticated comprehension. Her skills have been sought after by those in the technology sector; local, state, federal and international governments; consumer products companies; large international non-profits, and those in the law enforcement field. Media inquiries: 786-766-0502
Sam Antar is a convicted felon and a former CPA. As the CFO of Crazy Eddie, Mr. Antar helped mastermind one of the largest securities frauds uncovered during the 1980s.
Today, Sam Antar is a forensic accountant. His primary work focuses on identifying and investigating public companies engaged in securities fraud by performing an in-depth (deep-dive) forensic analysis. His clients include law firms, research firms, hedge funds, and certain other entities. He advises law enforcement agencies and professionals about white-collar crime and trains them to catch the crooks.
His views on white-collar crime are frequently quoted in the print news media, online news media, TV media, professional journals, books, and blogs. He has appeared on Fox News, Fox Business Channel, WSJ Live, CNBC, Canadian Broadcasting Corporation, Canadian Business News Network, National Public Radio’s Planet Money, Progressive Radio Network, Reuters TV, RT News, and other media outlets to give insights on white-collar crime. His articles have been published by Business Insider, CNBC, Newsweek, Seeking Alpha, TalkMarkets, and other publications.