25 years in energy M&A/Corporate Finance business career. Senior officer for public E&P companies, including MLP, charged with overseeing (at different times) accounting, tax, legal, investment banking/analyst relations, investor relations, as well as business unit with land, engineering, geological and support functions. Used legal background to interface with and direct outside investment bankers, law firms and accounting firms in M&A transactions and offerings. Personal investments and trading 15 years.
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
Former buyside analyst now running my own fund for accredited investors. Things to know:
1) I research a lot of companies, but invest in very few. My goal on SA is to provide analysis, particularly of small and underfollowed companies, that readers can use as a starting point for their own research. When you read my articles, please understand that I try to present a high-level look. It's up to the reader to determine if it's the sort of situation that is worth monitoring. Note that I usually try to err on the side of conservatism, so just because I'm not enthused by a particular investment candidate doesn't mean you shouldn't be.
2) I appreciate comments whether you agree with me or not - especially in cases where I might be wrong, I'd like to know why! If you happen to be a particular expert on a topic and are interested in discussing it further, please shoot me a direct message. I would love to chat. Or if, you know, you're just a lonely value investor who wants a friend. Jokes aside, I've made lots of great friends through SA and am always open to talking.
3) If you enjoy reading my work, in no particular order, you might also enjoy reading fellow SA authors Vince Martin, Stephen Simpson, Brendan Rose, Brian Grosso, Bumbershoot Holdings, Adib Motiwala, Jeremy Raper, Investing 501, and Ted Barac. Most of them have professional investment expertise and the ones who don't are equally insightful. Like Amazon recommendations, not all of these will be perfect, but if you're new to SA, it's as good a place as any to start!
All the usual disclaimers apply... articles are provided for entertainment purposes only, interpret everything as opinion rather than fact, do your own due diligence, this is not an offer to sell securities, forward looking statements are not made using a crystal ball, etc. Most importantly, I will reiterate that everything I write is an opinion; analyzing stocks is inherently subjective and two reasonable people can come to different conclusions.
Andrew Walker, CFA, is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Mr. Walker also contributes to Sifting the World, a value investing forum.
I have around a few years of investing experience, both independently and at reputable alternative investment managers. I'm a devout believer in value investing and in the inefficiency of markets.
Inefficiencies arising from liquidity issues, institutional investor constraints, and negative market sentiment are of particular interest and can create large margins of safety. I strongly believes that investment ideas that invoke an immediate sense of revulsion offer superior risk-adjusted returns; the path away from the herd is typically the path of success.
All feedback is welcome and I hope to learn from the Seeking Alpha community.
An experienced investor with more than a decade of experience working at some of the largest asset management organizations, I now focus full time on my personal investments and sharing unique ideas with the online value investing community
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.
TheStreetSweeper recently named Sonya Colberg as Senior Editor. About three years ago, she became senior investigative reporter of TheStreetSweeper, a website devoted to exposing fraud, shenanigans and lousy business practices of public companies. Sonya had worked more than two decades as an editor and reporter for two major newspapers, including the recent Warren Buffett acquisition, Tulsa World. Among others, the Associated Press, Great Plains Journalism Awards, The Gerald Loeb Awards and the Society of Professional Journalists have recognized Sonya’s investigative, feature, health, news and business stories. A fearless investigative reporter, Sonya loves nothing better than calling out the shysters and bumblers who quietly work to separate investors from their hard-earned money.
I run long-only family office assets with a focus on small-cap deep-value securities. In many cases value is hidden below the surface of simple financial metrics and screenable criteria. I'll publish notes on Seeking Alpha when I have something insightful to share that is not getting proper treatment from mainstream research channels. Please note, I'm very busy trying to relax. Writing articles and responding to emails is an after-hours activity. What I lack in publishing regularity, I hope to offset through quality of dialogue. I have met some ridiculously talented and brilliant analysts through Seeking Alpha. This is my true (selfish) motive for re-engaging in such a public forum.
Edward Schneider is a managing director of Quan Management LLC. Mr. Schneider has over 25 years of investment experience, including 18 years managing technology funds in both quoted equities and venture capital. Mr. Schneider holds a CFA designation, an MBA from Thunderbird and a BA from Emory University.
#11 Ranked Blogger for 2014 from over 4,100 bloggers - TipRanks
Quan Technology Fund - #1 Ranked Fund in Europe for 2014 with a net return of +71% - Preqin Fund Ranking
25-year military officer, Annapolis, Naval aviator, EA-6B Prowler pilot. Electronic warfare expert. Operational test director and pilot for weapons and avionics. Squadron and air base commander. 7 times deployed to Middle East and Southwest Asia. 22 months on the ground in Iraq. 3 years as Pentagon strategic planner on Joint Staff. 3 years as faculty instructor of strategy and warfighting at the Air War College. Degrees in physics, strategy, and history. Published papers on energy security and biofuels.
Individual investor interested in learning more about the markets. I mainly look at small cap stocks with limited analyst coverage. Ideal opportunities involve catalysts that may unlock value and overreactions to short term, temporary events. I also enjoy looking at companies with a wide moat in the Warren Buffett sense and Ben Graham 'Net Net' stocks.
Background: After attaining a degree in Engineering, I pursued my Master's Degree in Finance and have worked in various finance roles since 2011. In addition, I have passed the CFA Level II exam.
John Rolfe is the co-founder of Argand Capital Advisors LLC, an investment advisor, and the portfolio manager of Candela Capital LP, a private investment fund focused on quality-driven event-based value investing. He has over twenty years of investing and transaction structuring experience in both public and private markets. John has an M.B.A. from The Wharton School, an M.A. from the University of Florida, and a B.S. from Virginia Tech.
I am a former hedge fund portfolio manager that trades for my own personal account. I espouse Graham and Dodd/Buffett style investing, always on the lookout for value equities or bonds. A graduate of Northwestern's Kellogg School of Management, I lived in NYC for a decade before relocating with my family to the Charlotte, NC area in 2007.
Currently I am the Chief Analyst at sharpeequities.com.
For more information on my current endeavor, feel free to find me on LinkedIn.
I am a research analyst for a long/short value-oriented hedge fund. Most of my attention is focused on the tech, telecom and media sectors although I occasionally look for value (or its opposite) in other areas.
Note that I take long and short positions in the stocks I discuss on Seeking Alpha. Although I disclose my positions at the time of publication, these may change at any time without notice. Nothing I write should be construed as investment advice or a recommendation to buy or sell specific securities. Please do your own research and/or consult with a financial adviser. While everything I write is factually correct to the best of my knowledge, I encourage you to notify me in the comments section when you think I may be in error.
It's me, DTEJD1997 on Seeking Alpha. I sometimes post on Yahoo! stock message boards. Sometimes I make comments here.
I wish to keep this "nom de plume", as I have been posting for about a decade with it on Yahoo! and other financial websites. I have some amount of "equity" built into it.
Like my handle implies, I have a JD. I earned that in 1997. I am licensed but not actively practicing. I am originally from Detroit. Hence the "nom de plume", "DTEJD1997".
I have an undergraduate degree in Business Management (Finance).
I find the stock market interesting. I sometimes buy & sell stocks. I love investigating and analyzing things. I sometimes go off the "beaten path". I primarily invest in "nano" & micro-caps as I think I might be able to have an advantage there.
I hope that investors start to get "active" with the companies that they own. I strongly suggest reading and following everything that your company does. I also suggest voting your proxy statement. I will also contact management and engage them in conversation. I hope to get more "active" in the near future.
I hope that I can share interesting ideas in the future, they are definitely waiting to be found.