Investment Manager at Rugged Group LLC, an independent, fee-only registered investment advisor based in New York that I formed in August 2015. My firm's investment approach can be summarized in the same four, one-syllable words that Walter Schloss famously used: We Buy Cheap Stocks. Alternatively, you could say I am a quantitative deep value investor. I also invest globally, scouring many markets in search of cheap stocks.
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Finance graduate (B.B.A.) currently working as a portfolio analyst for a large corporation in Canada. I am most interested in technology, clean/renewable energy, and biotechnology. I am supplementing my education in finance as a candidate within the CFA program. Professionally, my goal is to work in sell-side corporate finance and to one day work in private equity or for a hedge fund.
The goal as everyone knows, is to buy good stocks at a discount and sell-short overvalued stocks when they are at a premium. I have a background in business and deal with internal models, analysis, sales pitches and ad information daily. In my downtime, I am enthusiastic about the markets highs, lows and volatility. I believe in real lags between market and business reactions, with the former often in advance of the latter, and vice versa. I look to call manic enthusiasm with a distinct opportunity to go short. A change in sentiment is all it takes. I research fundamentals while scavenging for value.
Professional investor and overall good guy.
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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.
Managing partner of Quintessential Capital Management, an investment fund, and Zanshin Capital, an asset management company both focusing on long-only, absolute return, equity investments with a value approach.
I have started investing from an early age, but only in 2005 did I discover the wisdom and effectiveness of value investing. After reading every book I found on the subject, I studied for a short, but extremely profitable period, under the guidance of Prof. Bruce Greenwald of Colombia University, who specializes in value investing.
The core positions in my portfolio are classic Buffett-style franchises acquired at a discount and kept indefinitely. The idea is acquiring a company in a slow-changing industry with a protective moat and letting it compound for years.
Occasionally, I go for "cigar butt"-style investments, where a mediocre company is acquired at a steep discount. But, in general, I prefer the former type.
I focus on US stocks but do keep my eyes open for global opportunities as well.
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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.
I'm retired from a near 40 year career in the publishing industry working with an international publishing company. My investing experience is over a span of 40 years. Luckily with more winners than losers! My hobbies are world travel, reading good books(non-fiction)--and researching stocks that I have an interest. In my retirement, I volunteer my time working in assisting several lawyers with their Child Protective Service cases.(Drugs are destroying our Society and family structure) I also serve as a reviewer for a national literary prize given each year.
I am a computer engineer and a software developer. My professional interests are game development, product development and technology marketing. I am also interested in following the PC/mobile tech industry, the big players in the industry, their products/roadmaps and tech stocks.
CDM Capital is a private investment manager focused on due diligence-based value investments and special situation investing. We manage investments on a separately managed account basis. As of the publication date of our articles, we may have long or short equity positions in the companies covered.
Ben Strubel is the President and Portfolio Manager of Strubel Investment Management, LLC ("SIM") a registered investment advisor. Strubel Investment Management provides separate account management services for clients and also publishes The Value Investor's Edge Newsletter. Ben Strubel is a Graduate of Drexel University with a Master of Business Administration in Investment Management. After graduation Ben founded SIM. Prior to founding SIM Ben worked for several years in the Information Technology field at a Fortune 1000 company. Ben has a unique three pronged approach to investing. First, seek to lower costs as much as possible by avoiding high fee mutual funds and tax inefficient strategies. Second, diversify client funds across multiple uncorrelated asset classes. Third, maintain a value investing focus. Ben selects individual securities for the equity portion of client portfolios and focuses on buying companies with excellent fundamentals that have fallen out of favor with the market.
I'm an about to retire lawyer, investment manager, and investor who went to school on Graham and Dodd a long time ago. My son, a CPA, and I own Action Investment Management, Inc., a Registered Investment Advisor. We buy cheap stocks.
Individual Investor with a background in economics and finance. Currently lives and works in the San Francisco Bay Area for a major healthcare organization. Interested in value investing, dividend stocks, technology, retirement strategy and macroeconomics. Eastern European Czech-born, but forever a proud American optimist!
Arihaan Capital is a value-oriented investment partnership modeled along the Buffett Partnerships. The investment philosophy is rooted in deep fundamental analysis which enables Arihaan Capital to run a concentrated long/short portfolio of global equities. As of the publication date of articles submitted, Arihaan Capital may have long or short equity positions in the companies covered.