Value investor who gains insightful guidance from the most intelligent and humble people on this Earth, including Warren Buffett, Charlie Munger, Seth Klarman, Bill Gates, and Guy Spier and many more. I enjoy writing insightful and well reasoned investment ideas and strive to learn something new everyday.
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Being an Austrian petroleum engineering student, I have always had a strong fascination for the stock market. I bought my first stocks about 5 years ago. My main interests are European stocks, but I am continuously broadening my horizon.
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.
I'm a physician with an interest in building a portfolio for total return. I subscribe to Ben Graham's value investing ethic, and am most interested in finding long-term investments trading at significant discounts to fair value.
I've developed personal investing strategies for individual stocks and Asset Allocation:
1) Stocks - Fundamental value investor using Free Cash Flow as defined by Buffett's 1987 shareholder letter. Invest in predictable, undervalued stocks with good management. Buy with a Margin of Safety, Sell at Intrinsic Value. Hold cash when nothing is available at my price. Use the Kelly Formula to determine optimum fraction to invest in each stock which maximizes the amount of money you win over a lifetime of investing.
2) Asset Allocation (for 401-k, small IRA accounts, and available cash) - Use a 'Value-Weighted' asset allocation strategy with inputs of projected returns/historic volatility. Apply the Kelly Formula to determine optimal asset allocation. Rebalance twice a year in April and October.
Store my portfolio - and my brain - on the web at www.healthywealthywiseproject.com
I am a Danish investor who enjoys to share my views on companies with others. My primary interests within the economic area are stock picking and investment theory. Furthermore I am a classic value investor. I have a keen interest in European companies and most of my articles will probably concern companies from my own continent, but I do also look towards the US occasionally.
I do not believe in market timing nor do I believe in any kind of chart analysis. I believe that owning great businesses at cheap prices during thick and thin will give you the best risk adjusted returns while sleeping well at night.
I am strongly influenced by theory and literature from numerous investors. The most influental have been Benjamin Graham, Howard Marks, Peter Lynch, Philip Fisher, Warren Buffett, Guy Spier, Mohnish Pabrai, Joel Greenblatt and Charlie Munger. I am eager to accumulate knowledge from these investors and many others during my lifetime. I have a MSc. in business economics from Denmark but the literature from these aforementioned legendary investors are worth more to me than anything I have and will ever read during my studies.
I had my first passbook account in the 1960s, and lost money in the 1987 crash. Subsequently, I have run investor chat rooms and an investing blog. I also am a published author and write a film animation blog at animatedfilmreviews.filminspector.com.
I bought my first Manhattan property in 1993 and also own property in Colorado. I enjoy investing in real estate and writing about it. I invest in income stocks such as REITs and consider that my area of expertise.
Oh, and I was mentioned in "Scam Dogs And Mo-Mo Mamas: Inside the Wild and Woolly World of Internet Stock Trading" (2000), by Wall Street Journal reporter John R. Emshwiller, a good guy. It's about the bad old dot.com days.
I am a former investment advisor and owner of several businesses, and consequently everything related to business - including investing, macro-economics, and emerging products and services come under my research and interests radar.
The most interesting and important to me are the entertainment industry, commodities, BRICs, and the impact of loose money policies on businesses and investors.
These days I invest only for myself, while continuing to write on a variety of financial and economic topics.
I am a dividend investor and look for undervalued investments in the stock market. I identify misunderstood and undervalued equity investments and hold those securities until their price approximates my estimate of intrinsic value. I am a long-term investor only.
I am building a $100,000 high-yield income portfolio. I am running this portfolio as an experiment to see if long-term sustainable income can be generated from a diversified pool of high-risk, high-yield securities. I am willing to accept high risk in order to meet my performance goals.
“one of the last great advocates of reason”
We manage a hedge fund that utilizes value investing principles and rigorous analysis.
Prospective investors, financial reporters, etc. can reach us using the Seeking Alpha messaging platform.
I am the President and Portfolio Manager at Motiwala Capital LLC, a Registered Investment Advisor in the state of Texas. I employ a value oriented investment philosophy. I look for quality companies that have strong balance sheets, produce stable free cashflow and generate above average returns on capital. We purchase at attractive discounts to their intrinsic value.
I started managing separate accounts in 2011. Currently managed $5.4million in assets. Please find presentations, interviews and client letters at www.motiwalacapital.com
Equanimity is one of the most powerful characteristics to possess in investment management. Opportunities are always available in the market but it is a job that requires extensive research, analysis, objectiveness, and sometimes secondary opinion.
Disclaimer: All articles provided are for entertainment purposes only. Interpret everything as opinion rather than fact and do your own due diligence. These statements are not an offer to buy or sell any security.
I’m an Army engineer in the electrical field, working in the power generation/transmission industry. Also, I'm a graduate student pursuing my MBA. I have a BS in Management and have developed an avid interest in world economics and finance. I consider myself a recreational investor – a sort of "everyman" investor looking to increase my knowledge of the investment community and principles while making some money at the same time. I try to write articles from this frame of mind. I tend to look for undervalued and under-covered companies and enjoy doing a thorough fundamental analysis before making an investment decision, and looking for at least 2-3 technical indicators to time a purchase.
I encourage all to do their own research and due diligence prior to making any investment decision. It is a necessary skill one must constantly be perfecting in order to be successful. If you do like my articles, please follow me. And if you do decide to invest in any company I write about, please feel free to message me in the future to let me know how it turned out. I love communicating and interacting with other investors of similar styles.
I am a buy side research analyst working for an asset management firm. I aim for a combination of growth and value while investing and recommend the same for others. My sector expertise include financials and healthcare.
In my research, I focus more on cost drivers, revenue drivers and the factors affecting these drivers as financial results are only an output of these drivers.
John Huber is the portfolio manager of Saber Capital Management, LLC, an investment firm that manages separate accounts for clients. Saber employs a value investing strategy with a primary goal of patiently compounding capital for the long-term.
John also writes about investing at the blog www.basehitinvesting.com, and can be reached at firstname.lastname@example.org.
Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and to add an element of timing. Currently Tim Travis is the founder, Chief Executive Officer, and Chief Investment Officer of T&T Capital Management. T&T Capital Management is an Irvine, California based Registered Investment Advisor that manages accounts for both individual and institutional investors.
Travis was born in Laguna Beach, California and became captivated with the value investment philosophy in his early teens through reading books written by Benjamin Graham, and the shareholder letters from Berkshire Hathaway, and the Buffett Partnership L.P. Tim Travis became intrigued by the notion that stocks aren’t just pieces of paper but instead are fractional shares of a business that can be analyzed by comprehensive analysis of the balance sheet, income statement, and statement of cash flows. He majored in Business and Economics at the University of California Santa Barbara, graduating in 2004, and he also had the privilege of studying international economics at the University of Richmond in Florence, Italy. Tim Travis got his feet wet in finance working for both Scottrade and AG Edwards & Sons during his college career. Upon graduation Travis worked at the Vanguard Group in Scottsdale, Arizona. It was there that he learned that most mutual funds underperform their respective indexes, and he became disappointed at the overwhelming diversification in most mutual funds, that really makes most of them function as “closet” index funds.
After leaving the Vanguard Group, Travis worked for a small futures and commodities firm in Mission Viejo, California. It was there that Tim developed an adept knowledge of options, particularly the selling of options to take advantage of the higher probabilities involved. It was also during this time in his life that Travis began reading everything he could possibly find on value investing. Some of his role models in the field are Warren Buffett, Martin Whitman, Bruce Berkowitz, Seth Klarman, Peter Lynch, Glenn Greenberg, etc. After working with clients from around the world Travis broke away and started T&T Investment Management L.L.C.
At T&T, Travis refined his unique methodology combining value investing, with the selling of options to generate income and reduce risk. T&T experienced explosive growth by partnering with a local commodities firm. After several years Tim Travis realized that without controlling the majority of the company any longer, he didn’t have full control over the company’s strategic direction. Divergent business principles caused Tim Travis to break away and form T&T Capital Management. At TTCM which Tim Travis is the sole owner, he is allowed to offer only the best products and services, at a reasonable price, without conflicts of interest.
T&T Capital Management’s goal is build wealth for both individual and institutional investors, and to accomplish these goals Travis as Chief Investment Officer employs his deep value investing techniques. Each account is managed on a day to day, personal basis, and there are no cookie cutter portfolios defined only by one’s age and risk tolerance. Every security is researched and hand selected by Travis and his research team. T&T Capital Management takes pride in first class customer service and research which is regularly communicated to clients for education purposes.
I am a value investor. I buy stakes in businesses when I think that the company has a strong balance sheet, competent management, and that the business is undervalued according to my models. Furthermore, I will only buy a business when the stock is cheap, meaning that there is a margin of safety between the current stock price and my calculated Intrinsic Value.
I am a full time investor mainly focused on US equities.
I consider my self a value investor, committed to the Buffett & Munger way of thought.
That means I like companies that are simple to understand, have a strong competitve advantage and are of course... extremely cheap. If I can't find anything to suit me I just stay on the sidelines searching and waiting.
Capital preservation is my most important objective. I don't trade much, I read and study a lot, and when I find a great company on the cheap I keep buying as much as I can.
You can find more about me here: http://gr.linkedin.com/in/gregoryvousvounis/
Caiman Valores is a Colombian investment consultancy operated by Matt Smith who has over a decade of experience in investment management. He speaks Spanish, has travelled extensively through South America and lives in Colombia. His approach to investment analysis relies on gaining a fundamental understanding of the company and then applying a macro-economic overlay. Matt has over two decades of experience in investing and working within investment management and high net worth banking.
He earned a Master of Business Law from the University of Sydney, a Master of Arts in International Relations and a Bachelor Degree in Political Science and Economics from the University of New South Wales.
Please feel free to contact him if you have questions regarding investments, writing, or speaking opportunities via email at email@example.com.
James A. Shell is currently working as an ISO9001 Quality Systems Consultant and a technical consultant to various other industries,
A veteran of 3 decades in the petrochemical supply chain, I have worked with customers in 19 countries on four continents on formulation development, business development, recycling, logistics, and process improvement projects.