I am the founder of asensio.com a noted short-selling organization recognized as the Pioneer of Activist Short Selling. It has successfully advocated against more than 52 companies that we believed to be misleading investors. Early on the New York Times called asensio.com's work "something radical and remarkable." I am a graduate of the University of Pennsylvania’s Wharton School and went to work in Venezuela during that nation’s economic boom period, which occurred after the Venezuelan government nationalized its domestic petroleum industry. I left Venezuela as government policy began to shift away from free markets to attend Harvard University’s Graduate School of Business where I obtained a Master’s degree in investment management and finance.
Read more about asensio.com's history here: http://www.asensio.com/?page_id=7 Read more about our work at asensio.com.
In 1996, asensio.com began releasing short-focused research on the internet, becoming the first organization of its kind, the innovator of Strong Sell recommendations, and was the first and remains the only SEC and FINRA registered broker-dealer to have focused on short-selling research and trading. Our status as a unique member of FINRA and a pioneer in activist short selling generated conflicts with other FINRA members and FINRA's staff determined to bar me from membership in their private organization. We are constantly attempting to correct this disagreement. Today the firm and the site are independent of FINRA.
A statement pertaining to the FINRA matter is available here http://www.asensio.com/?page_id=7370 A disclosure statement can be found at http://www.asensio.com/?page_id=7374
Investment professional with over ten years of Wall Street experience. I began my career in investment banking at Merrill Lynch. Following my time at Merrill, I worked for approximately seven years in private equity. Currently, I manage money for both qualified and non-qualified clients. I would classify myself as a long/short investor with a value-based approach.
After spending a dozen years making a big name for herself as a highly respected investigative reporter in the financial arena, Melissa Davis took a chance on her longtime dream in 2015 by becoming her own boss so that she could pour even more time and energy into uncovering the truth about suspicious public companies by conducting the deepest research of her award-winning career. At that point, Ms. Davis had already established herself as a fearless journalist with an impressive talent for exposing corporate fraud. Most recently, she served as the founding editor of TheStreetSweeper, a financial news website dedicated to warning investors about risky stocks that she essentially built from scratch. Under her leadership, TheStreetSweeper soon earned steady applause from some of the biggest names in the business and continued to flourish for years. Prior to launching that well-known website, Ms. Davis spent seven years on the staff of TheStreet.com -- an even more prominent financial outlet founded by "Mad Money" host Jim Cramer -- where she quickly rose to become one of the leading investigative reporters on a large and impressive editorial team. Already the recipient of numerous awards by the time that TheStreet.com hired her away from the largest newspaper in her home state, Ms. Davis went on to land a national prize for enterprise reporting from the Society of American Business Editors and Writers (SABEW) by the time that her tenure there came to an end. Today, she spends her days (and, when necessary, plenty of late nights) trying to do what she has always done the best even better: revealing the dirty secrets about publicly traded companies that investors desperately need -- and inherently deserve -- to know! (She also smothers her adorable granddaughter -- the other great love of her life -- with plenty of hugs and kisses at every available chance.)
Founded in 2015, by Melvin Glapion, Mithra Forensic Research is an independent investment research firm based in Los Angeles California. Mithra Forensic Research primarily focuses on identifying companies with flawed and deteriorating business fundamentals as well as those companies engaging in aggressive accounting and financial statement fraud.
Mithra Forensic Research relies upon a proprietary quantitative model which is used to identify companies showing signs of financial statement deterioration or evidence of aggressive accounting. We then conduct a more detailed analysis of only those companies highlighted as offering the greatest potential for significant price movement in the next 18 to 24 months.
Professional investor and overall good guy.
By reading Mako Research reports, you agree to use the information at your own risk. In no event should Mako Research or any affiliated party be liable for any direct or indirect trading losses caused by information contained in the research reports. Research reports are not investment advice or a recommendation or solicitation to transact any securities. Mako Research is not a registered investment advisor. You agree to do your own research and due diligence before making any investment decision with respect to securities covered herein. You should assume that Mako Research stands to profit in the event the issuer’s stock declines. Research reports may contain opinions, which are based upon generally available public information, field research, inferences and deductions through due diligence and analytical processes. All information is believed to be accurate and reliable, and has been obtained from public sources. Mako Research makes no representation, express or implied, as to the accuracy, timeliness, or completeness of any such information. All expressions of opinion are subject to change without notice, and Mako Research is not obligated to update or supplement any reports or any of the information, analysis and opinion contained in them. You should assume that Mako Research has and/or will submit findings with the Securities Exchange Commission, and other entities that may find the information useful.
Lawrence Meyers is the CEO of PDL Capital, which brokers financing, strategic investments, and distressed asset purchases between private equity firms and businesses of all stripes.
He was the first U.S. journalist to cover the payday loan sector for The Motley Fool. He is a frequent contributor on matters of personal finance and stock market investing to SeekingAlpha.com, InvestorPlace.com, WyattResearch.com, Bloggernews.net, LearnBonds.com, and blogs at http://www.ichabodcranium.com.
His work has been praised for its insight, humor, and specifics of working financial psychology into his analysis of personal finance matters and stock market investing. He attributes his skill to his many years writing for dramatic television. He has written over 24 hours of television and produced over 60 hours.
He consults for institutional investors on all aspects of the domestic and foreign alternative financial services industry, including legislative and regulatory issues. In 2010, Meyers began consulting for crisis communications firms, providing articles and videos to support their various clients. He is also developing business plans for the alternative financing, production, and distribution of creative content.
As a crisis communications consultant, he has drawn upon his expertise in various other fields including: economics, chemistry, public policy, fragrances, hair products, regulatory corruption, political communications, student loans, public and for-profit education, filmed entertainment, junk science, and pop culture criticism.
He is also the author of Teacher of the Year: The Mystery and Legacy of Edwin Barlow, which 60 Minutes correspondent Steve Kroft has praised; Inside the TV Writer's Room: Practical Advice for Succeeding in Screenwriting; and Bond Forever: A Film Buff's Cinematic Analysis of the James Bond series.
Lawrence has more than 20 years of personal finance and investing experience, and has covered stocks across virtually every sector of the market. He is one of the nation’s experts on consumer credit, and frequently consults for hedge funds and private equity via his Council Member status at Gerson Lehman Group, and as a member of Coleman Research Group’s Executive Forum.
His Op-Eds and Letters to the Editor have appeared in over two dozen major newspapers.
As with any articles regarding investments, you should never rely on information you read without doing your own due diligence. My articles contain my honest, forthright and carefully considered personal opinion, and conclusions, containing information derived from my own research. This may include discussions with management. I do not repeat "talking points" but may quote management from an interview. I am never influenced by third parties in arriving at my conclusions. Do not solely rely on my articles or anyone else's when making an investment decision. Always contact your financial advisor before investing in any security.
You can contact Lawrence at PDLCapital66@gmail.com.
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The Forensic Factor (TFF) believes that individual investors are disadvantaged when investing in certain smaller companies. TFF believes we can profit from market inefficiencies while also identifying companies that are misrepresenting their prospects or financial results. By illuminating corruption in the capital markets, individual investors can make more informed decisions when investing hard-earned capital....
With that said, TFF is a profit organization and will frequently trade in the securities about which we write. Our positions will always be disclosed in the posting. TFF goes to great lengths to ensure that all information is factual and referenced. All facts that we present on this site are true to the best of our knowledge. All opinions presented are our own and accurately reflect our actual opinion on the relevant subject being discussed at the time
Chief Investment Officer of HVM Capital.
Investor in Alternatives, Equities, Private Equity and VC. Researcher of capital markets and macro economy.
At first glance many situations appear obvious. Rigorous examination may reveal that the obvious is in fact impossible. My focus is on companies that unethically sell the impossible and thrive only with financial slight of hand. I am a retired businessman living near Austin Texas and I both delight and profit from shining some light on these deceptions.
Bradd Kern is a private investor who was previously a PM at Armored Wolf for three years. Prior to joining Armored Wolf in 2013, he was an analyst at Mesirow Advanced Strategies, a multi‐billion dollar fund of hedge funds, where he sourced and monitored long/short, distressed, and relative value credit strategies. Previously, Mr. Kern was a credit analyst at PIMCO, focusing on high yield and investment grade issuers in the automotive, transportation, industrial, and captive finance sectors, and generating trade ideas for a long/short equity hedge fund. He holds an MBA from the University of Chicago Booth School of Business with concentrations in Analytic Finance, Economics, and Accounting, and an undergraduate degree in Economics from Trinity College.
My name is Xinyun Hang, though I go by Charles Hang. I'm an engineering student and individual investor.
I'm a value investor who focuses on companies with high free cash flow yields, especially those that are trading at a low EV/FCF (enterprise value to free cash flow) ratio.
I live in St. Louis, Missouri, where I attend Washington University in St. Louis.
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
Andrew Left's Citron Research (http://www.citronresearch.com/) (formally known as Stocklemon.com) seeks to expose companies whose management is in some way misleading investors. Left digs into SEC filings, financials, management histories and other data to uncover such situations, and he is usually short the stocks he writes about. Mr. Left has been publishing for 7 years and has created a track record that is unrivaled in short selling. Mr. Left has been cited in Barron's, Wall St Journal, CNBC and other major publications repeatedly for his work. Mr. Left was also an invited speaker at the reknown Master Investor Conference.
Visit: Citron Research (http://www.citronresearch.com/)
Focus on the fundamentals and tune out the noise. Emphasis on accounting, especially where it provides a contrarian view. Wary of the inherent conflict of interest in sell-side research. Two books that have helped shape my investing philosophy are The Intelligent Investor by Benjamin Graham and You Can Be a Stock Market Genius by Joel Greenblatt.
James Grant, financial journalist and historian, is the founder and editor of Grant’s Interest Rate Observer, a twice-monthly journal of the investment markets. He is, in addition, the author of five books on finance and financial history: Bernard M. Baruch: The Adventures of a Wall Street Legend (Simon & Schuster, 1983), Money of the Mind (Farrar, Straus & Giroux, 1992), Minding Mr. Market (Farrar, Straus & Giroux, 1993) and The Trouble with Prosperity (Times Books, 1996), and Mr. Market Miscalculates (Axios Press, 2008). John Adams: Party of One, a biography of the second president of the United States, was published in March 2005 by Farrar, Straus & Giroux as well as Mr. Speaker! The Life and Times of Thomas B. Reed, the Man Who Broke the Filibuster (Simon & Schuster). His new book, “The Forgotten Depression, 1921: the Crash that Cured Itself,” will be published in the fall by Simon & Schuster. Mr. Grant’s television appearances include “60 Minutes,” “The Charlie Rose Show,” “CBS Evening News,” and a 10-year stint on “Wall Street Week”. His journalism has appeared in a variety of periodicals, including the Financial Times, The Wall Street Journal and Foreign Affairs, and he contributed an essay to the Sixth Edition of Graham and Dodd's Security Analysis (McGraw-Hill, 2009). Mr. Grant, a former Navy gunner's mate, is a Phi Beta Kappa alumnus of Indiana University. He earned a master's degree in international relations from Columbia University and began his career in journalism in 1972, at the Baltimore Sun. He joined the staff of Barron’s in 1975 where he originated the “Current Yield” column. He is a trustee of the New York Historical Society. He and his wife, Patricia Kavanagh M.D., live in Brooklyn. They are the parents of four grown children.
Trinity Research Group ("Trinity") was established in 2014 by a group of international individual investors each with decades of investment experience in China and the USA. Trinity focuses exclusively on opportunities, long or short, created by false information and/or inaccurate market beliefs. Trinity leverages the principals' substantial local networks to conduct extensive fundamental, bottoms up due diligence of misunderstood companies.
Trinity invests the principals' money exclusively and does not manage assets for others or advise clients.
Trinity publishes research for information and educational purposes only, and our research should not be considered investment advice. Refer to the disclaimer below.
Trinity Research Group strongly recommends that every investor conduct his/her own due diligence before buying or selling any security. Trinity does not guarantee in any way that it is providing all of the information that may be available. You should be aware that the principals of Trinity might hold a position, long or short, in any of the securities discussed in our research.
Our research and report expresses our opinions, which we have based upon publicly available information, third-party buy- or sell-side research (whenever referenced), our own due diligence, and inferences and deductions through our analysis. Trinity believes all information contained in its research is accurate and reliable, and has been obtained from sources it believes to be accurate and reliable. However, such information is presented “as is,” without warranty of any kind, whether express or implied. Trinity makes no representation, express or implied, as to the accuracy, timeliness, or completeness of any such information or with regard to the results to be obtained from its use. All expressions of opinion are subject to change without notice, and Trinity is not obligated to update any of its opinions or research after making it available.