We consider ourselves to be true value investors. Favorite treatise on investing include all Warren Buffett biographies, "Security Analysis" by Graham/Dodd, "the Intelligent Investor" by Graham, "Margin of Safety" by Klarman. Weekly reader of Grant's Interest Rate Observer.
Dallas currently owns and operates as CEO an Austin-based enterprise consulting firm that specializes in private company lifecycle management, up to and including taking companies public, and in helping consult publicly traded companies ranging in market cap from $100 million to $500 million. He has a specialization in deal flow management and is often the referring and closing source of Joint Ventures and broader M&A. Dallas often works directly with management teams and Boards of microcap and stressed equity companies in which he or members of his professional network are heavily invested. This includes helping with overall strategy, helping with capital structure management, helping facilitate liquidity, helping facilitate Joint Ventures and broader M&A, and helping restructure the business segments if necessary. Recently Dallas has been interviewed by The Pittsburgh Business Times, The Banker, Columbus Business First, Houston Business Journal, The Deal, Energy Intelligence, and his tweets have been used by CNBC to highlight hot button issues regarding Carl Icahn, Bill Ackman, Nelson Peltz’s takeover attempts at DuPont, etc. Dallas has also been quoted and sourced to by StreetSweeper.org, Marcellus.com, MarcellusDrilling.com, Bakken.com, OilOnline.com, and other physical and online publications. "One place of great inefficiency is in the stressed equity markets – or the markets in which a company appears as bankruptcy or a breakup is inevitable. As equities become stressed they often sell down to absurd levels of value that present, should there be value to be unlocked, opportunities for “venture level” returns. These often range in the 3X-10X range. With my unique ability to actually improve business outcomes by working directly with a company and management/Board I’m in a position, should I view the underlying business as salvageable, to directly improve the long-term viability of the company. I am NOT simply an investor in these names but an acting consultant. This allows me to “overlay my network” and to move the company away from a stressed or defaulting outcome and into an outcome probability that allows the equity price to move substantially higher. Identifying these opportunities has generated shareholders and investors thousands of percentage points in aggregate and is something I’m often recognized by paying subscribers for."
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 am an independent equity research analyst and consultant. I focus on finding small-cap biotech stocks where I believe there is favorable risk / reward because of misinformation, lack of information, or a potential fundamental turnaround. I provide detail analysis for investors and investor relations companies. I also provide due diligence and advisory services to companies. Some names I write on I invest in personally and will disclose my position. Names that have hired me to provide due diligence or advisory services I will disclose a business relationship.
I previously worked for Zacks Investment Research from 2003 to 2015 as a Senior Biotechnology Analyst. Prior to Zacks, I spent 1999 to 2002 managing money with Eastover Capital in Charlotte, NC where I focused on large-cap equities, specializing in healthcare, energy, and technology. Prior to joining Eastover, I worked as a research scientist for TechLab, Inc., a biotechnology company focused on developing diagnostic kits and vaccines for infectious diseases, between 1995 and 1998. I also spent a year working at the Fralin Biotechnology Center, and a year working for a cancer researcher while at Virginia Tech.
I have a B.S. in Biochemistry from Virginia Tech, with a B.A in Chemistry and a minor in Math. I have a M.B.A. in Finance, with a concentration in Securities Analysis, from Wake Forest University. I hold the Chartered Financial Analyst (CFA) designation.
Full-time investor. Formerly buy-side credit analyst (2yrs) covering Japanese + Asian companies. Before that, I was a cross asset derivatives salesperson at a large bulge-bracket firm, based in Tokyo (4yrs). I use Seeking Alpha to clarify and synthesize my investment thought process and to elicit feedback on my theses; additionally I like to connect with other investors and swap ideas.
You can read my finance-related blog at rapercapital.com (less organized than Seeking Alpha writeups, more my random musings on various finance-related topics).
Going forward I will try to tweet my investment-related thoughts/updates to articles/etc. You can follow me on Twitter, my handle is @puppyeh1
Always looking for new ideas across the board. Happy to exchange ideas/share thoughts/swap notes, feel free to private message me. I currently live in Singapore.
We are Lowenthal Capital Partners, an investment group managed by Trevor Lowenthal located in Davis, California. Trevor graduated with a BA in Political Science from University of California, Davis with Summa Cum Laude distinction. He is currently a Juris Doctor candidate at University of Colorado Boulder, specializing in Health Law.
PLEASE SEE WEBSITE FOR FULL DISCLAIMER: WWW.PUMPSTOPPER.COM
I produce high quality, original research free of charge for the public good. Please see the website for more information, and subscribe to The Pump Stopper email list to receive free, high quality research reports before the rest.
I am always committed to publishing the accurate truth. If you are involved with a company that has been mentioned in a report and find any factual errors, please submit a dispute to Seeking Alpha and it will be reviewed.
If you have any tips on companies misleading investors, please submit them on The Pump Stopper website. I always welcome collaboration and have absolute respect for your anonymity. There are multiple ways to submit documents anonymously, as outlined on the website, and I strongly recommend you send information this way.
And remember to always invest wisely.
I worked almost 30 years in the pharmaceutical industry. I started as a sales rep after earning my degree in biological sciences and (later) biomedical sciences. I then went back to school, got my MBA, and spent the following 20 years working up the ranks. I spent the latter parts of my career working as an analyst, meaning I would analyze data on 1,000s of compounds, collect reports from scientists, and then present the information to those who decided whether the candidates would go on to clinical trials (additional preclinical studies) or would be thrown to the dumpster for some small company to find and develop further. I have worked in just about every department in the pharmaceutical industry, including biotechnology, oncology, infectious disease, genetics, etc.
Now that I am recently retired, I have joined Seeking Alpha to share my knowledge of the healthcare industry, and discuss trends that I've seen throughout my career. I have chosen the task of managing my own retirement accounts, therefore Seeking Alpha has become a great interest to me.
I am hoping to learn and teach via Seeking Alpha. Also, my grandchildren call me Shennie so that's what I go by these days
Check out my YouTube channel where I give investing tips and have converations with my viewers about where I see the investment landscape going in the future. The channel name is Alex Pitti.
Follow me on Twitter @stockmanalexp where you will be updated when I do Periscopes. Periscope is a live video platform on Twitter which allows readers to ask me questions about the market. I tweet and scope about stocks, politics, and bitcoin.
I write a few articles per week which highlight my best ideas. I answer all comments on my articles in the first 2 days after they are published.
It seems that my readers enjoy my articles on social media companies such as Twitter, Facebook, and Google. I also do interviews such as when I interviewed the head scientists at SeaWorld.
I like to take the contrarian position on stocks. I tend to write about the stocks I own more often then the ones I don't take a position in. I usually own 5-10 stocks.
Follow me if you enjoy reading about any of these stocks or like to hear an original opinion backed by facts which cuts through the BS that sometimes exists in the mainstream financial press.
Wolf Richter is the founder and CEO of Wolf Street Corp. He has 20 years of C-level operations and finance experience, including turnaround situations and startups. He lived in five foreign countries and traveled to 100 others on all continents. Currently in San Francisco.
Josh Young is the Managing Partner of Young Capital Management, an investment firm. He is a value investor primarily focused on energy stocks, natural resources stocks, and companies trading a low multiples to earnings, cash flow, or book value. He previously served on the board of a small cap publicly traded oil and gas company.
He has presented at numerous investment conferences, including Platts, LD Micro, Oil & Gas Money, Louisiana Energy Conference, and the Global Resources Investment Conference.
My Name is Harris Kupperman and I’ve been successfully investing in the markets for over a decade. In 2003 I started a hedge fund, Praetorian Capital, so that others could invest alongside me.
I am also the CEO of Mongolia Growth Group (YAK: Canada). I cannot talk about the company on a public website like this, however, if you want to learn more about the company, please visit our website at http://www.MongoliaGrowthGroup.com.
Senior Portfolio Manager and individual investor who started in high school and has been at it ever since. I have an MBA and have earned the right to use the Chartered Financial Analyst designation. I have worked in the business for over 15 years. My specialties are micro and small-cap value investing, fixed income closed-end funds, and macro analysis.
Phil Timyan is a private investor and hedge fund manager with over 25 years professional experience in community bank stock investment and shareholder activism.
Over the years, Timyan has filed 13-Ds in ALGC, HRTB, FSVB, GSLA, RFSV, COMB, and RYFL. In 2003, he helped recap COMB by buying a 9.9% stake and joining their Board until its sale in 2006 to SUPR. He is currently serving on the boards of RYFL and Royal Bank.
Since his graduation in the 1980s with a BA in General Business Administration and an MBA in Finance from Michigan State University, Timyan's career has included stints as a:
Registered Representative for Oppenheimer & Co in Chicago, IL
Securities Analyst for Feshbach Bros./Stockbridge Partners in Palo Alto, CA
Securities Analyst/Portfolio Manager for GW Ringoen & Co in San Francisco, CA
Founder of two hedge funds, Sands Point Partners LLC and Riggs Qualified Partners LLC
"Worldly wisdom teaches us that it is far better for reputation to fail conventionally than to succeed unconventionally." - John Maynard Keynes
We are ok being lonely and taking an unconventional approach to investing, for that is where we find the greatest long-term success. Although we try to find the occasional situation where the odds in our favor and invest in great companies, we also try to incorporate wisdom from many disciplines. We understand human nature is complex and not wired for long-term investing. As Pascal wisely once said, "All men's miseries derive from not being able to sit in a quiet room alone."
The Harvard Financial Analysts Club is a student run club dedicated to providing the Harvard student body with sound financial education programs and real-world investment experience. Our members are given a ground-up introduction to finance with a focus on internship and career preparation, and many have built up both buy and sell side experience at the world's top firms through summer internships. We seek to beat the market with fundamental analysis and rigorous research by our committed students and investment research teams.
Ph.D. economics and Finance MBA finance
Globe Institute of Technology
Professor – Economics and Finance, Chair of Business Department
Colorado Technical University
Adjunct Professor – courses: Applied Managerial Finance (Graduate Level), Microeconomics, International Finance
European School Of Economics (New York Campus)
Adjunct Professor – Economics (Graduate Level) Courses taught: Microeconomics
Metropolitan College of New York
Adjunct Professor – Economics, Banking and Finance
Courses taught: History of Economic Thought, Macroeconomics, Money and Financial Institutions
World Gold Council
New York, NY
• Constructed econometric models relating to gold's role as a portfolio diversifier primarily aimed at institutional investors.
• Focused on models of the embedded optionality of gold in terms of its relation to other investment assets and economic fundamentals such as inflation and business conditions.
Founder and President, Internet Startup company with polling and investment advice websites.
Fundamental Portfolio Advisors, Inc.
Chief Portfolio Strategist – President
• At the predecessor company I started the New York Muni Fund, the first single state triple tax-free municipal bond fund.
• I took the fund from a one-employee start-up where I performed every function to a family of mutual funds which had five funds with total assets above $300 million and which did all of its distribution, accounting and transfer in-house.
• I wrote the initial prospectus and was responsible for managing the portfolios of what eventually grew to be a family of 5 mutual funds.
• Was chief economist for parent company’s brokerage affiliate.
• Involved on the buy-side in the development and monitoring of various structured municipal finance products. Worked with major issuers such as New York City and major investment banks such as Merrill Lynch and Goldman Sachs.
• Designed and submitted a U.S. Patent Application for a portfolio management system for mutual funds involving derivatives.
Note: In 1996 Fundamental Portfolio Advisors and myself were subject to civil litigation by the SEC which resulted in deregistration and a permanent bar from the securities industry.
A. Gary Shilling & Co.
Senior Economist – Vice President
Economic consulting, modeling and forecasting. Both macro and micro.
• Clients included: Emerson Electric, Bethlehem Steel, Castle & Cooke, Cooper Industries and the U.S. Department of Transportation.
• I was the author of the 1979 study commissioned by the U.S. Government Interstate Commerce Commission, which calculated the expected economic impact of trucking deregulation.
White, Weld & Co, Inc.
• White, Weld was the sixth largest investment banking and brokerage firm when Merrill Lynch bought it.
• Extensive work was done on the All-American Pipeline Proposal to tap the Alaskan Gas Reserves.
• The economics department of White, Weld formed A. Gary Shilling & Co. at the time of the Merrill Lynch merger.
American Stock Exchange
New York University
June 1978 Ph.D.
• Ph.D. dual field, economics and finance.
• Doctoral dissertation was in contingency claims (options) theory
June 1973 MBA with concentration in economics and finance
NYU Engineering School
June 1971 Bachelor of Science - Nuclear Engineering Tau Beta Pi
Analysis of the Embedded Inflation Optionality in Gold Prices. World Gold Council, 2000. New York, N.Y.
The Economic Impact of Trucking Deregulation. Interstate Commerce Commission, 1979, Washington D.C.
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:)
Whether you are a large or small firm, GeoInvesting will cater to your needs and create a sound process for corporate diligence. Our specialty is Portfolio Protection – in fact, every aspect of what we do boils down to various ways that your M&A process or investment portfolio can be safeguarded against red flags.
To accomplish this we choose to work closely with you so you can be kept abreast of the progress of our due diligence from start to finish, making sure that we cultivate a relationship of trust between our team and yours.
Who Can We Help Specifically?
We actually do not limit ourselves to any specific group? We have worked at great lengths with:
>High Net Worth Investors
>Private & Public M&A
>Other Due Diligence Firms
There is really no one that we can’t work with since we’ve covered just about every facet of the due diligence process, whether it be on-the-ground or “through the files.” We can even tailor our services to your specific requirements.
We have a retail solution for everyone – the long investor, the short investor, the pump and dump investor and the every day trader that is interested in the micro cap arena. We’ve shown that we can overcome the challenges posed by any market environment, quickly seizing investment and trading opportunities as they arise. Because of this, our Premium members have been able to enjoy above-average returns on our ideas. Our solutions enable us to cater to what matters to you the most.
Do you want access to reports that can convey the proper valuation of equities, reports that can immediately convince the market that these valuations are warranted? Do you want information arbitrage that allows you to be among the first to take action based on the intel? Do you need daily ideas, some of which have proven to be some of the most rewarding calls to action that the GeoTeam has offered? Would you like to follow our GeoBargains and select trades? Or do you just need to be part of an exclusive twitter following that receives alerts before the rest of the market?
If you have answered yes to any of the questions above, then don’t wait any longer. Join our Network and see why our following continues to grow on a daily basis. The faster you join, the more likely you will be among the first to harness the power of our offering.
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See GeoInvesting Prime on Seeking Alpha Marketplace
Amvona publishes critical articles on Faith, Investing, Economics and Technology.
The Finding Alpha category of Amvona profiles investments made, including case studies, economic discussion and explanations of the investment rationales.
more at: http://www.amvona.com/about-us
Henry Stokman is a Senior Director at a financial and strategy consulting firm. He has been actively trading stocks, futures, and options for the past 13 years. He specializes in energy, technology, and the financial sector.
Former scientists and consultants doing trading and investing for side income. We like to develop and improvise rational frameworks to evaluating stocks and like looking for inefficiencies in the market. We like to identify the key value drivers and like developing easy to understand investment and trading strategies. See Seeking Alpha's policy on anonymous authors (http://seekingalpha.com/page/policy_anonymous_contributors).
John P. Reese is considered an expert in the systematic investing strategies of legendary investors, including Peter Lynch, Ben Graham, Warren Buffett and others. He has been active in the development of fundamentally-based quantitative models since the mid-90s. His research on Seeking Alpha will include stock ideas, strategy and value investing pieces, behavioral finance concepts, systematic and modeling methods as well as other long term investing concepts.
John is founder and CEO of Validea.com and also co-founder of Validea Capital Management, a asset management firm serving individuals and institutions. Validea Capital also runs an actively managed ETF that utilizes the fundamental stock selection models of investing legends.
John also sub-advises the National Bank Consensus American and International Equity Funds offered in the Canadian market. He holds two U.S. patents in the area of automated stock analysis and is considered an expert in the field of quantitative stock selection using the strategies of investing legends.
John is a columnist for TheStreet.com, Forbes.com and Canada's Globe & Mail and is co-author of “The Guru Investor: How to Beat the Market Using History’s Best Investment Strategies". He holds a master's of business administration from Harvard Business School and a degree in computer science from MIT.
A more complete biography can be found here: http://en.wikipedia.org/wiki/John_P._Reese
MLPData is the leading site dedicated to providing investors with greater transparency into the full universe of Master Limited Partnerships and fund products. Our belief is that Master Limited Partnership's offer a very unique investment opportunity in light of the transformation of the North American Energy Landscape coupled with the unique tax considerations associated with distributions.
We are an independent and privately owned firm, launched by an entrepreneurial team with decades of experience in providing financial content and investment management services. Our objective is to expand the knowledge and investor interest in Master Limited Partnerships that are publicly traded, and the associated investment products such as Closed End Funds, Exchange Traded Notes and Funds and Mutual Funds.
Alan Brochstein, CFA, was the first investment professional to devote himself to sharing his observations about the cannabis industry from an investor's perspective publicly. He runs 420 Investor, a subscription-based due diligence platform for investors interested in the publicly-traded cannabis stocks and is also the founder of New Cannabis Ventures, a content aggregation site focused on investors and entrepreneurs in the cannabis industry.
Alan has worked in the securities industry since 1986, primarily with the responsibility for managing investments in institutional environments until he founded AB Analytical Services in 2007 in order to provide independent research and consulting to registered investment advisors. In addition to advising several different hedge funds and investment managers, including Friedberg Investment Management, where he participated as a member of its investment management committee, Alan was also a senior analyst for the independent research firm Management CV. In 2008, he began providing a first-of-its-kind subscription-based service for individual investors, Invest By Model, which offered two different portfolios that investors could replicate in their own accounts for $20 per month. Alan also offered The Analytical Trader at Marketfy, where he used fundamental and technical analysis in a disciplined process to offer specific trade ideas geared towards swing traders.
Alan launched www.420Investor.com in late 2013 as the premier source of information for "Green Rush" investors seeking to capitalize on the proliferation of legalized medical and recreational cannabis. In March 2014, Alan, who is a member of the National Cannabis Industry Association, began to focus solely on the cannabis sector. He launched www.NewCannabisVentures.com in late 2015.
You can follow Alan on Facebook (www.facebook.com/420investor) or on Twitter (https://twitter.com/Invest420). Alan also moderates a large LinkedIn group focused on the cannabis industry, Cannabis Investors & Entrepreneurs (https://www.linkedin.com/groups/6523904)