Many years experience both as an institutional equity analyst and in accounting. Global coverage. Keen on academic & commercial research. We all have different opinions but if you start babbling horse dung then prepare for a wild ride. Your choice.
74 year old investor. I manage my own money and retired at the age of 50. I am well known by fund and hedge fund mangers around the world who communicate with me but I refuse to take on the responsibility of managing other peoples money which I am always offered to do. I like a peaceful life with minimum people contact. I would not perform the way I do managing other peoples money. I started at the age of 13 when I received my first dividend check in the mail from shares which were given to me as a birthday present. This opened up a new world for me when my late mother called me to inform me there was mail for me and inside the envelope I found a dividend check. I have never looked back. I occasionally trade long or short when I get bored and sense an opportunity to make fast money but prefer to not have to think about selling a stock. One of the reasons for my success is as Galileo said several hundred years ago "99% of mankind are fillers of privies". Like Jesse Livermore I know how to read the tape which is a lost skill. My net worth just in stocks is more then 8 figures and I started by delivering newspapers. I read several newspapers including Walls St. Journal before 7:30 am. in welcome solitude in a coffee shop and I watch the market during the day without any noisy distractions such as a television with talking stock market empty heads. My portfolio presently is 8 long positions and 2 short positions.
Andrew Collier is an independent analyst based in Hong Kong. He is the former President of the Bank of China International USA, an equity analyst with Bear Stearns in Hong Kong, and a reporter with the South China Morning Post in Beijing. He has a graduate degree in Chinese studies from Yale University.
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.
I specialize in rooting out corporate fraud and financial shenanigans in small and micro cap stocks. I am here to bring true institutional quality research on both longs and shorts to the seekingalpha community. If you have any particular company or stock you believe is committing fraud or doing anything illegal and would like to share this information with us we can assure your identity will always be kept 100% anonymous. We will respect your privacy without question and treat your sensitive information with the proper respect.
I am currently an individual investor with focus on event-driven trading and long-short opportunities. I graduated Emory University in 2009 and am also a finance Phd dropout from UCLA Anderson. I could be reached at firstname.lastname@example.org
Prescience Point's founders have over 25 years of combined Wall Street experience, and a significant track-record of successful short recommendations.
The sole focus of our company is to conduct comprehensive fundamental research, and uncover companies that are engaging in fraudulent or misleading business practices. We partner with leading hedge funds, private investigators, accountants, lawyers and industry experts to conduct our research process. We take an activist role to communicate our findings to regulators, shareholders, and other public constituents.
Our firm was founded on the belief that investors deserve full and complete honesty, transparency and accountability from corporations they invest with. We set high expectations and standards for our research process and opinions, and strive to achieve the respect from our readers for our integrity, intellectual honesty, analytical rigor, and accuracy of our conclusions.
Kerrisdale Capital is a private investment manager that focuses on value and special situations investments. We manage investment partnerships and separately managed accounts.
Prescience Investment Group is a research-driven, performance-oriented investment firm. Prescience manages a private investment fund on behalf of its clients and principals with the objective of generating superior absolute investment returns over the full cycle of market and economic conditions.
We specialize in extensive, investigative research on difficult-to-analyze or obscure public companies in order to develop unique insights and identify singular investment opportunities. We seek out abnormally large disparities between what businesses are intrinsically worth and what they sell for and invest accordingly, long and short.
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.
Gotham City Research LLC focuses on due diligence-based, special situation investing. As of the publication date of our articles, we may have long or short equity positions in the companies covered. http://www.gothamcityresearch.com
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/)
My work in the investment field spans over 30 years. I first became Series 7-licensed in 1980, and again in 2012 (now inactive), and have maintained a spotless regulatory compliance history throughout my career. I am a retired CPA and hold an accounting degree from Babson and Harvard MBA, along with CFA (Chartered Financial Analyst), and CFP (Certified Financial Planner) designations.
Data Driven Investing, a book I co-authored in 2004, may be viewed through Google Books at http://bit.ly/11uTzq6 . The book fully documents (with Fidelity statement excerpts) the 788% returns earned between 7/00 and 3/04 in my highly diversified, small cap value stock portfolio. Note that past performance does not guarantee future results.
In fact, my returns since 2004 have been significantly lower and are unlikely to ever approach 2000-2004 levels, due to my adoption of a more conservative style and the unusually high returns of small cap value from 7/00-3/04. As of 6/25/2016, my compounded annual returns for the past 16 years were 23.5% (including gains of 24.0% since 6/30/15). My recent returns have been boosted by synergies between crowdsourced research (i.e. Seeking Alpha) and the quantitative algorithms I've developed.
Harvard College, BA, Economics; Stanford Graduate School of Business, MBA
Managing Director, Boslego Risk Services
I founded Boslego Risk Services and became a recognized expert in the area of energy price risk management (hedging), providing oil and natural gas hedging strategies to major oil companies such as Exxon, Shell, Mobil, Chevron, Texaco and Phillips; to the national oil companies of Norway, Venezuela, Mexico, Canada, France and Italy; to major users of energy products, such as Delta Airlines, United Airlines, Burlington-Northern Railroad, and Canadian Pacific Railway; to major trading firms, such as Enron, Phibro, Sempra and Vitol; and to large hedge funds (confidential).
As the recognized expert in energy hedging, I was selected by the former president, John Treat, of the New York Mercantile Exchange (NYMEX) to write the chapter on hedging in his book, Energy Futures.
I expanded my risk analysis and hedging services beyond the energy markets to financial markets. Given the failure of traditional portfolio diversification to limit losses to levels tolerable to most investors in 2008/09, I created investment strategies utilizing risk management techniques for hedge funds and financial firms.
Peter Way Associates is the only known provider of the price range forecasts of widely-held, actively traded stocks derived from the hedging activities of market-making [MM] firms as they balance big-$-fund sellers and buyers in large block trades. The price ranges offer explicit downside exposure forecasts not commonly found in publicly published investment analyses.
This is all forward-looking data, based on what the MMs will pay for protection against coming unwanted price change while temporarily committed firm capital is exposed to market risks. It is available by modest subscription cost at blockdesk.com.
The behavioral analysis involved has been performed daily since Y2K, now on over 3,000 stocks, ETFs, and market indexes. That has built an actuarial history of how market prices have subsequently behaved following several million price range forecasts, issue by issue.
That data provides a qualitative backdrop to current forecasts in terms of odds of profitable positions, size of prospective gains, credibility of forecasts, and worst-case price drawdown exposure experiences.
Peter F. Way is a veteran Chartered Financial Analyst, having taken and passed the CFA Institute’s required 3 examinations in the first years they were given, 40+ years ago.
Armed with BS in Economics from the Wharton School and an MBA degree from Harvard Business School, he has managed staffs of dozens of Investment Researchers and Quantitative Analysts for the nation’s largest bank, arbitraged index options for NYSE Specialists, and managed portfolios of hundred-million-dollar equity investments for Fortune 100 corporate pension funds and non-profit endowments.
He has been elected President of professional Investment Analyst Societies in San Diego and New York City and has served on the editorial boards of the Financial Analysts Journal and the CFA Digest. He has spoken at numerous schools and professional meetings.
Audit Analytics is an independent provider of audit, regulatory and disclosure intelligence. Our services are used around the world for market intelligence, due diligence, benchmarking, compliance monitoring and disclosure trend analysis.
Every stock has a story, and that story is told each day the stock market opens.
Market DJ: Research, Enlightenment, Entertainment
Listening to the market, cutting through the noise... Finding good products & companies, crunching numbers... Looking for long-term macro trends in consumer spending habits... Learning through research and market performance...
Focusing on US Listed Companies:
–retail and technology trends
–media and entertainment products
–food & beverage, restaurant, and hospitality
We conduct independent, boots on the ground research, as well as the numbers. Go with what you know. Every stock has a story, and that story is told each and every day in the stock market. We look at the product, the company, then the numbers. I am djkidm, and teamed with knowledgable family & friends form Market DJ– research with a goal of making money & sharing that research publicly every once in a while to measure performance & receive criticism & advice.
Market DJ is mainly interested in growth & value. Companies that make money, preferably American, but we invest around the world. We look for at least 10% or more growth per year, and want a good product, company, and market, no excuses.
Range Bound or Down?
As of late 2015, we have turned bearish, at least in the cyclical sense. We shall see. In January of 2016 Market DJ formed Portfolio Lab: $100,000 of real cash with the goal of making money in a Bear Market, or Side Bear, which ever the case. Portfolio Lab serves a trading account with nimbleness being the golden rule. More details via articles or instablogs will be forthcoming depending upon time constraints. So far we have made very few moves; currently Long F, Long APPL, Long TWTR, Long GLD, Long SLV, Long JO (Coffee Futures), Short NFLX, and sitting with 75% cash....
waiting to strike...
I have a background in Journalism, and I hope to shed some light upon the media practices I witness each day in the Stock Market. I graduated from Portland State University in 2003 with a BA in English. I make money as a restauranteur, deejay, and writer. I joined the market in June of 2013, which presented some terrific buying opportunities. Recently I quit my night job as a bartender to concentrate on business plans, market research, and to continue making money in the market. So far so good :)
Asia/U.S. Deep-Value Wide-Moat Stocks is a research service for value investors seeking value stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high quality businesses, hidden champions and wide moat compounders).
Those who believe that the pendulum will move in one direction forever—or reside at an extreme forever— eventually will lose huge sums. Those who understand the pendulum's behavior can benefit enormously. ~ Howard Marks
Investment ideas for Asia/U.S. Deep-Value Wide-Moat Stocks are generated from screens, insider trades, 13Fs, fund manager letters, analyst reports, blogs and forums. The initial ideas sourced are subsequently evaluated using The Cheapness-Safety-Quality (CSQ) framework, applying customized investment checklists to ask the right questions of the investments in question, along the dimension of cheapness, safety and quality. Asia/U.S. Deep-Value Wide-Moat Stocks' value investing philosophy borrows from the wisdom of value investing gurus, using both quantitative screens and qualitative inputs to filter the global stock markets for investment ideas.
Roland Rick Perry is the Managing Director of Institutional Analyst Inc. (IA), an independent investment research and investor relations firm, as well as editor of nine industry specific investment reviews. One of the best one mile runners to come out of the Chicago area, he attended Southern Illinois University, Loyola of Chicago and UCLA on track scholarships, achieving an Olympic Qualifying time in the early eighties, right in time for the Olympic boycott in 1980.
Roland began his career on the floor of the Chicago Board Options Exchange (CBOE) as a runner in 1974. He worked for a number of well respected investment banking firms such as Merrill Lynch, Paine Webber, AG Becker Paribas and Drexel Burnham Lambert, prior to launching his own firm in 1995.
He is the founder of the Chicago Stock & Bond Club, Morgan & Weed and Blank Check Capital Corp., which recently participated in Wall Street’s first “Ultra Mini™” blank check offering, as President of Life Sciences Opportunities Inc., which successfully merged with Beverly Hills based “Dr Tattoff” the leading Tattoo removal company in the U.S., with over 250,000 treatments on more than 25,000 patients.
Founded in 2004 and headquartered in Beverly Hills, CA, Dr. Tattoff clinics are currently located throughout Southern California, Texas, Arizona and Georgia. Soon to go public (sooner or later) after completion of necessary required steps.
Featured by the New York Times, the Los Angeles Times, Us Weekly, In Touch, People, CNN, ABC, LA Ink, Dr. 90210 and numerous other print, on-air and online media outlets, Dr. Tattoff is widely recognized as a leading provider of laser tattoo removal and laser hair removal.
SEC filings BamSEC: https://www.bamsec.com/companies/1294157/dr-tattoff-inc
Mr Perry has been quoted and/or interviewed in the New York Times, the Los Angeles Times, CBS MarketWatch, South China Morning Post, the London Register, the UK Register and featured in Australia's ABC televised broadcast Lateline, and in a featured segment piece on National Enquirer TV.
IA is a leading publisher of news, perspective and market intelligence reports on the equity markets. Working with publicly traded corporations, the firm works with small-cap companies which have products and/or services which can best be described as "best of breed." To align itself with shareholders, IA typically seeks to have 90% of its retainer, represented by an equity stake in their client companies.
Founded in 1995 and based in Chicago, the heart of the trading industry, Institutional Analyst has offices in Beverly Hills, CA, Chicago IL, Delray Beach, FL and Port Jefferson, NY.
Our sites include:
Internet Stock Review.com
Patent Stock Review.com (on hold)
Alternative Energy Stock Review.com
Private Equity Stock Review.com
Marine Exploration Stock Review
IA Special Situation Research.ning.com
Biotech Stock Review.com
Restaurant Stock Review.com
National Stock Review.com
Stem Cell Stock Review.com
Beverage Stock Review.com
Blanket disclaimer for all of our postings: Important Distinction #1. First and foremost the Watch List is just that. A watch list. It is not a buy list. Meaning that there will be no buys or sale recommendations issued by the various Reviews. If this was a buy list, you can rest assured that we would crank up our Public Relations arm into high gear, full speed ahead and damn the torpedoes to make everyone know just how brilliant we were when we issued the original Watch List in 1998 with the average stock gaining 157% the first year.. Interviews on CNBC, articles in Barron's and accolades in the Wall Street Journal--the only thing we love more than money is praise and fame--but it just isn't going to happen. What the Reviews are...is a "news aggregation service". With the advent of the Internet, everyone knows what that term means. What it means to us is the following: We will follow the progress of as many industry specific related publicly traded stocks as humanly possible (The large, the small and the minuscule) and advise you of when they have reported news. As a subscriber to any of our Reviews, this means you will be able to broadly follow an entire industry right from a single e-mail. We will report who released news and point (with hyper links) to where the news can be found. We try to use Yahoo! Finance and Seeking Alpha as extensively as possible so we don't send you all over cyberspace. We love Yahoo and Seeking Alpha, you will too. Any decisions as to buy or sell however, are strictly up to you. Which leads to important distinction #2. How do we get paid? The Reviews are owned by a Public Relations firm (Institutional Analyst Inc.) that specializes in getting (or creating) coverage for publicly traded companies. As such, is important to note that anytime we say anything about a company, it is because the company is a client of our parent company, or because we would like them to be a client of our parent company. In a nutshell, you can throw out any thoughts of us being even a little bit impartial. It just ain't gonna happen. We love everyone. Institutional Analyst Inc. is an independent research and investor-relations consulting firm that publishes investment-research reports such as The Reviews on independently selected companies. While it is its intent to identify and research companies that it believes might prove to be profitable investments, The Review is not liable for any investment decisions by its readers. Neither The Reviews nor any report published by Institutional Analyst Inc., represent a solicitation to buy or sell the securities discussed within the report. It is strongly recommended that any purchase or sale decisions be discussed with a financial adviser or broker prior to completing any such purchase or sale decision. The information contained herein is provided as an information service only and is based upon sources deemed reliable, but not guaranteed by The Reviews. Past performance of previously featured companies does not guarantee the future success of any currently featured or mentioned company. The information contained herein is subject to change without notice, and The Reviews assumes no responsibility to update the information in this or any report published. Use of this or any report published by The Review may be subject to the applicable rules of certain self-regulatory organizations and the securities mentioned herein, which are traded Over The Counter, and may not be cleared for sale in certain states. Institutional Analyst Inc and/or its employees, officers, affiliates or members of their families may have long or short positions in any of the securities discussed in this or other reports published herein (and/or options or warrants relating thereto) and may purchase and or sell these securities, options or warrants from time to time in the open market or otherwise. Institutional Analyst Inc may derive compensation through research services and subscriptions and/or investor-relations consulting from the companies featured or mentioned in its reports. Write or call Institutional Analyst Inc for disclosure details as required by Rule 17b as it relates to individual issues. Institutional Analyst Inc., In no event shall The Reviews report be liable for direct, indirect, incidental or consequential damages resulting from the use of this information. The Reviews shall be indemnified and held harmless from any actions, claims, proceedings or liabilities with respect to the information herein. Institutional Analyst Inc is not a securities
broker-dealer, investment advisor or a securities exchange and is not registered as such with the Securities and Exchange commission nor any state securities regulation authority. Readers of this e-mail newsletter should recognize that the Reviews are only providing a delivery service to electronically transmit information to potential investors. In this respect, the Reviews are no different than the provider of any other delivery service such as the United States Post Office or any other express delivery service. Accordingly, investors should be aware that the Reviews have not evaluated nor investigated any of the companies listed in this e-mail to determine their merit or the risk of investment in any such company. The Reviews do not endorse any company listed herein and the Reviews do not represent that the information contained in any offering documents states all material facts or does not omit a material fact necessary to make the statements therein not misleading. email@example.com
For specific company disclaimer, please visit any of our websites about disclaimers where we have been compensated are on each blog right-up front in big print, on each research report written and in the general disclaimer section. We have nothing to hide, our disclaimers are everywhere. As the majority of our compensation is in restricted stock, the better our clients perform (which we have no control over), the better we are compensated and vice versa. This is in sharp contrast to firms which only accept cash as compensation, and who really couldn't care less how the stock performs, as long as their check keeps coming in. We believe this puts us on the same page as shareholders and our readers, because we are in fact shareholders.
Executive Director of SPVInvestor Research, Inc.
I am evaluating solar companies based on their operational, financial
and growth factors. I can be found on our forum at
My professional background is in distribution, logistics, profit and loss management
within supply chain at the distribution level.
Mr. Roe has over 20 years of US and international investment experience, on the sell side, buy side, and as an individual investor. On the long side, he looks for value and compelling catalysts. On the short side, his current interest is in various US and Chinese companies worth zero.
Ian Bezek worked for 3 years as an analyst at a New York-based hedge fund. He's currently living in Mexico, pursuing some entrepreneurial opportunities.
Feel free to contact him regarding investments, writing, or speaking opportunities.