Brian is the founder of Investor in the Family and Online Investor Conference.
At Investor in the Family (http://investorinthefamily.com/), Brian's goal is to help protect investors from making big mistakes that jeopardize their portfolios and financial futures.
The Online Investing Conference (http://onlineinvestingconference.com/) was created to help link self-directed investors with carefully filtered and proven investing professionals to help save investors both time and money while building a portfolio that outperforms.
If you'd like to connect or learn more, please feel free to send a private message via Seeking Alpha platform.
Donovan Schafer spent four years working as a petroleum engineer for a small privately held E&P company in the Marcellus Shale region. By participating in professional development program, Donovan was able to rotate through the key departments that compose an E&P company (geology, reservoir engineering, drilling, completions, production) and thereby develop an intimate understanding of what's required for the healthy functioning of the anatomy of an E&P company. All the while he supplemented his experience-gained expertise through graduate-level petroleum engineering courses. Prior to entering the petroleum industry, Donovan received his undergraduate degree in electrical engineering from the University of Southern California. He has also developed a deeper understanding of other non-operational aspects of the business through a year spent in law school and time spent working as a policy advocate defending the use of hydraulic fracturing. Together, these experiences provide Donovan with a big-picture view of the broader energy sector, and the exploration and production sub-sector in particular.
I am a 'deep value' investor/analyst mainly focused on the US small-cap universe. I started out with a long-only bias (stocks trading close to NCAV etc.), but I have now started to focus on the short side as well. I am especially interested in instances of aggressive accounting and earnings manipulation. I am always looking to connect with fellow investors/analysts so do not hesitate to contact me! I am also passively looking for a job on the buy-side.
MD, MBA (Finance, NYU-Stern), certificate in financial modeling (Wharton). *Tipranks profile not accurate as doesn't pick up my premium ratings. Founder: Vasuda Healthcare Analytics (premium U.S. Biotech/pharma research) and Trident Asian Research (premium Asian investments research, www.tridentasia.com)
- Investment insights contributor: SumZero, Buy-side Institutional Platform (sumzero.com). Members of the platform include some of the largest hedge funds and asset managers.
-Former Insight Provider for Smartkarma Intelligent Investing (www.smartkarma.com): Institutional Investments Research Platform (was ranked among top 10 out of over 100 contributors). Clients included some of the largest hedge funds and asset managers.
- Buy-side equity research analyst covering mainly small-cap, emerging pharma/ biotech companies. M.D. with over 18 years of clinical experience (in the U.S. and India), still retaining full medical license in India. M.B.A. with finance and financial markets specialization from New York University Stern School of Business.
- Expert in picking healthcare-related investments, especially biotechnology and pharmaceuticals (focus on small, emerging companies). Investments are selected based on detailed due diligence, including proprietary DCF valuation models. Value investor with long-term horizon.
- Founder, managing principal of Vasuda Capital Management, healthcare-focused investment management firm, vasudacapitalmanagement.com. Registered Investment Advisor in Massachusetts.
- Also started and continue to sponsor Vasuda Global Orphan/ Rare disease biotechnology index, the first global equity index covering rare/orphan disease sector. Index quotes are available on bloomberg/reuters terminals.
Stephen Simpson, CFA, is a freelance financial writer and investor.
I have worked for both sell-side and buy-side firms (equities and fixed income), with the largest percentage of my working time spent in med-tech. At this point I am now effectively in a "working retirement".
I write because I find that the process helps me take better notes, be more disciplined about modeling, and come up with a more coherent investment view for my portfolio management needs. If I'm writing about a stock, it's generally because I'm interested in it as an investment prospect or I think there's an interesting story to tell.
I don't share my models, so please don't ask.
More of my writings can be found at my blog Kratisto Investing (kratistoinvesting.blogspot.com), or Twitter (@Kratisto_Invest).
Editor for The Biotech Forum (www.biotechforumsa.com), the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade. For Free weekly investment reports on small, attractive biotech stocks just register at www.bretjenseninvests.com
I am an activist investor in US and Chinese stocks. I was previously an investment banker in New York Hong Kong and London for 9 years, focused on Equity Capital Markets. I look at both long ideas and short ideas and typically focus on a small number on names where I can spend the time to conduct very deep research. I spend my time living between Los Angeles and Beijing, China.
Small-Cap PM and Analyst. I love to be first at bat, hitting the micro/small cap stock home-runs. I'm a portfolio builder and stock picker w/o the fluff, one who likes to avoid the crowds and the stock of the day. I'm not a stock collector (market dynamics have changed, love affairs with stocks are so yesterday)--today, a buy and hold strategy must come with an expiration date. I'm forever a thematic player; I carve out positions with an eye on tomorrow's horizon--what technology or medical break-through is going to define a sector over time. The merits of my investment selection is proven worthy only if other investors (horses) eventually follow my lead and find my watering hole.
Harlan Levy was an attorney at the Federal Communications Commission's Cable Television Bureau before becoming a reporter at WGTR-AM in the Boston area. He then worked as a TV news reporter at WXEX-TV Richmond, VA., WCIX-TV Miami, FL (winning an Emmy), and WVIT-TV, West Hartford, CT. He was co-owner Levy-Horsfield Video Productions from 1990-1993. He was a reporter and Managing Editor for The Commercial Record (banking & real estate weekly newspaper, S. Windsor, CT) from 1993-1997, and a business reporter and columnist for the Journal Inquirer from 1997-present. Levy has several awards from the Connecticut Society of Professional Journalists, including first place for business stories in 2008. Levy is also a freelance reporter, with business stories appearing in The New York Times, starting in 2001.
He has an A.B. from Princeton University and a J.D. from New York University School of Law, and he is a member of the Connecticut Bar and the Washington D.C. Bar.
Long Cast Advisers (LCA) is a Brooklyn based RIA that provides concentrated small cap investing to individuals, endowments and family offices. We do this with the most differentiated approach - individual stock selection - that is apart from and indifferent to the markets.
Our goal is to maximize the long term returns on client funds by allocating an agreed upon portion to small cap stocks balanced against cash. Then we seek to buy great companies that are changing and if we are right, we hold them. If we are wrong - and that will inevitably happen - we sell them.
With +12 years institutional research experience and +20 years investing our own funds, we know that we are not smarter than the market. But we are more patient and that allows us to envision opportunities unfolding over time, beyond the immediate present or next quarter.
Because we focus on smaller companies, we consider ourselves part owners of the businesses we invest in. We tend to engage with management at least minimally (and occasionally more), we also engage with customers and competitors, and notably, we won't invest in companies that sell products or services we would be ashamed to discuss: As best we can, we avoid businesses that drop bombs on people’s heads, despoil the environment, profit on suffering or await a bigger fool.
We are not market prognosticators. We view prognostication as Marx viewed religion; it is the opiate of the investment masses. Apart from using a benchmark for comparative purposes, and unless there is a direct corollary to a company or its valuation, we are generally indifferent to the overall market.
LCA is licensed and state registered. We use Interactive Brokers as a platform and third-party custodian for separately managed accounts. We describe our business as "the food truck version of a hedge fund" in that we select stocks and manage the portfolio like a fund, but the costs are lower and the approach is completely transparent. We manage appropriateness by allowing the client to select the target allocation between cash and stocks.
LCA's CIO is Avram ("Avi") Fisher and the firm's investment philosophy is informed by his >10 years experience as a sell-side analyst covering large-cap industrials, business services and E&C's, taking only the best parts - the in-depth research - while avoiding the short-term next-quarter beat-raise insanity. He has additional experience in private equity, as a private investigator and as a former cub reporter and writer. He continues to write, here and on his blog, as a way to organize his thoughts and to share some of his ideas with other like-minded patient, small cap investors.
Disclaimer: All content written on Seeking Alpha by Long Cast Advisers is for informational and educational purposes only and should not be construed as a solicitation or recommendation to buy, sell, or hold any specific security or class of security. LCA's opinions expressed herein address only select certain aspects of the companies mentioned and cannot be a substitute for comprehensive investment analysis. Any analysis presented herein is illustrative in nature, limited in scope, and is for discussion purposes only. The information upon which this material is based was obtained from sources believed to be reliable, but has not been independently verified. Therefore, LCA cannot guarantee its accuracy. Any opinions or estimates constitute the author's best judgment as of the date of publication, and are subject to change without notice. Equity investing is subject to various risks including the total loss of capital.
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.
As an Editor on the SA Pro Team my job is to help find the best content for Pro, to provide feedback and develop talented contributors, and to work with other departments to strengthen the platform.
Before joining Seeking Alpha, I was a contributor and primarily focused on the microcap space. My prior financial experience includes equity research and wealth management. I am a CFA charterholder and member of the CFA Society Washington, DC.
Seeking Alpha PRO is our premium service for serious investors.
PRO subscribers receive early access to our best long or short ideas - 20-30 articles a week, as selected by our PRO editorial team. They also receive exclusive access to our archive of over 15,000 professional level ideas and research, focused primarily on single equity articles.
We will use this account to publish announcements related to PRO, as well as our PRO Weekly Digest, a new series that will be made available first to PRO subscribers but then to all readers interested in learning about PRO or reading ideas from some of our top authors.
If you're interested in PRO, check out this page for more details. If you'd like to get in touch with our sales team, contact proaccess at seekingalpha.com, and if you'd like to reach our editorial team, write to pro-editors at seekingalpha.com.
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).
Elephant Analytics has an Bachelor of Business Administration degree with a concentration in marketing and finance, and 13 years of experience as an analyst. Elephant Analytics originally focused on marketing and sales analysis due to geographical and lifestyle considerations, but rekindled his interest in finance and investing several years ago and became a contributor to Seeking Alpha in 2013. He has a particular interest in attempting to understand distressed companies and distressed industries.
Elephant Analytics has unique skills in the areas of numerical analysis and applied mathematics. Elephant Analytics achieved a top 50 score on the Bloomberg Aptitude Test (out of nearly 200,000 test takers) which measures financial aptitude. Elephant Analytics also has achieved a score (153) in the 99.98th percentile on the WAIS-III IQ test and has also been involved in multiple teams that have won awards during business and strategy competitions involving numerical analysis. In one such competition, he captained his team to become North American champions, ahead of MBA and undergraduate teams from universities such as Harvard, Yale and Northwestern.
Legal Disclaimer: Elephant Analytics' reports, premium research service and other writings are personal opinions only and should not be considered as investment advice. Only registered investment advisors can provide personalized investment advice. While Elephant Analytics attempts to provide reports that include accurate facts, investors should do their own diligence and fact checking prior to making their own decisions.
Daniel Kim is the Chief Executive Officer and Chief Investment Officer of Blackcrane Capital, LLC, an investment management firm based in Bellevue, Washington that provides advisory services to individual and institutional clients. Previously, he was a Portfolio Manager and Partner at Mastholm Asset Management.
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.
MicroCaps.com was founded on the emphasis to provide 100% Independent Research to investors. We have two subscription products focused on finding undiscovered NanoCap and MicroCap Ideas. Then we have an Ala Carte Due Diligence product that digs deeper for hedge fund managers since many of them don't have the time to do so. We also have an active investor blog where passionate analysts contribute content to build their reputations within the marketplace.
I reside in the greater Detroit area. During the winter you will find me on the mountain chasing the fresh powder.
Career Environmental Scientist with more than a decade of experience in consulting for commercial and government clients and working in corporate compliance for various industries. Saved some money and began investing in microcap stocks and have transitioned to being a full time microcap investor, focused on finding the biggest opportunities in smallest companies.
I search for small businesses with a low number of shares outstanding, profitable or near break even operations, and with highly scalable business models.
If you got burned in the past at junior mining investments by overly positive newsletter writers, sell side analysts or other (paid) sources which more often than not avoid to mention (hidden) risks or critical flaws, The Critical Investor goes a few steps further, and might provide a fresh, more in-depth, unbiased and critical vision on things, hence the name.
For examples of those risks or flaws just think of management overpromising and underdelivering, inactivity, shortfalls in cash, windowdressing, bad trackrecords, negative trends on AISC/cash flows/production grades, depleting reserves without renewal, tricky accounting, bad financing terms, permitting issues, commodity issues like possible equilibrium shifts, too much supply coming online, location issues (climate, local opposition, politics), infrastructure, currency effects, influence of investment groups behind the scenes, project economics not up to standards, companies being overvalued based on important but avoided metrics, etcetcetc.
Being an insider of the sector, talking frequently to industry participants (company management, analysts, fund managers, investment bankers, etc), provides for up to standard insights and useful feedback. By analyzing lots of technical reports, analyst reports, economic studies, interviews, articles and other sources, The Critical Investor has developed extensive knowledge about deposits and projects, which often proves to be useful for identifying threats or opportunities.
Avid and critical mining and mining related stock investor from Europe. Number cruncher, looking for high quality companies, mostly growth/turnaround/catalyst-driven to avoid too much dependence/influence of long term commodity pricing/market sentiments, and often additional long term deep value.
About the Mining For Alpha Subscriber service, part of the Marketplace: This service runs since April 2015, and consumes most of my time dedicated to Seekingalpha. Therefore publishing free content is limited for now.
If you want to know more about the junior mining universe, please check out my website: www.criticalinvestor.eu, which contains also my analysis on stocks, lots of hopefully useful rss feeds of blogs and news, and lots of other information. Please consider subscribing on my free newsletter.
Disclaimer: I am no certified financial advisor so always do your own due diligence on possible investments.