Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Edward Harrison is the founder of the blog Credit Writedowns (www.creditwritedowns.com) and is a finance specialist at Global Macro Advisors. Previously, Edward was a strategy and finance executive at Deutsche Bank, Bain, and Yahoo. He started his career as a diplomat and speaks German, Dutch, Swedish, Spanish and French. Edward holds an MBA from Columbia University and a BA in Economics from Dartmouth College. Follow him on Twitter at twitter.com/edwardnh. Contact him at edh at creditwritedowns dot com as that's the only mailbox he reads regularly.
Michael Johnston is the co-founder and senior analyst at ETF Database, an online investment resource for ETF investors. ETF Database offers a proprietary ETF Screener that allows investors to filter the universe of 900+ ETFs to find the right fund. ETF Database also provides news, analysis, commentary, and actionable investment ideas on a daily basis.
Kid Dynamite is now on Twitter: #KidDynamiteBlog
Kid Dynamite (pseudonym) spent 8 years as a trader at a major Wall Street investment bank. from June 1999 thru April 2005 he specialized in portfolio trading, and from May 2005 thru November 2007 he was the head trader for an internal hedge fund on the buy side of the same firm. Kid Dynamite managed a multi-billion dollar merger arbitrage portfolio, and continued to implement portfolio trading related strategies as well.
If you are interested in intelligent discussion about any of my blog posts, or have questions, please visit Kid Dynamite's World (http://kiddynamitesworld.com).
Dr. Paul Kedrosky maintains a widely-read blog on technology finance at Paul.Kedrosky.com (http://paul.kedrosky.com). Earlier in his career, Dr. Kedrosky founded the technology equity research practice at HSBC James Capel. Dr. Kedrosky was one of the first analysts to cover Internet companies, as well as making early and timely calls in networking and communications. He currently sits on various boards, is a strategist for Ten Asset Management in Encinitas, California, and a Senior Fellow with the Kauffman Foundation.
He appears regularly on CNBC, and has also appeared on CNN, PBS Newshour, ABC Nightline, and elsewhere, as well as being quoted in the New York Times, Wall Street Journal, etc.
Ockham Research is an independent equity research provider based in Atlanta, Georgia. Ockham covers an expansive universe of stocks mostly in the US, but also from a variety of exchanges throughout the world.
Security analysis at Ockham Research is based upon the principle known as Ockham's Razor, named for the 14th-century Franciscan friar, William of Ockham. The principle states that a useful theory should utilize as few elements as possible because efficiency is valuable. In this spirit, our goal is to make the investing environment as simple and understandable as possible, yet no simpler than is necessary. We utilize this straightforward approach to value over 5500 US securities, with key emphasis given to the study of an individual securities' price-to-sales, price-to-cash earnings and other historical valuation ranges. Our long term value investing methodology is powered by the teachings of Ben Graham and it has proven to be very adept at identifying stock prices that are out of line with fundamental factors.
Ockham Research provides its research in a variety of forms and products including our company specific reports, portfolio analytics tools, newsletters, and blog posts. For more information about our range of products and services available please visit Ockham Research (http://www.ockhamresearch.com/) for more information or to sign up for our free weekly Enterprising Investor's Guide Newsletter here (http://www.ockhamresearch.com/Member/Registration/).
TechCrunch (http://www.techcrunch.com/), founded on June 11, 2005, is a weblog dedicated to obsessively profiling and reviewing new Internet products and companies. In addition to covering new companies, we profile existing companies that are making an impact (commercial and/or cultural) on the new web space. TechCrunch is co-edited by Michael Arrington and Erick Schonfeld.
Led by MIT engineers and Wall Street analysts, Trefis.com helps you understand how a company's products, that you touch, read, or hear about everyday, impact its stock price.
Surprisingly, the founders of Trefis discovered that along with most other people they just did not understand even the seemingly familiar companies around them: Apple, Google, Coca Cola, Walmart, GE, Ford, Gap, and others.
This might include you though you may have invested money in these companies, or may have been working with one of them for years as an employee, or have consulted with them as an expert for a long time.
Consider these questions:
•What % of Apple's stock price is iPhones? (Q: Is it 5%, 25%, or 50%?)
•What % of Dell's stock price is Dell Notebooks?
•If Bing took half the market share from Google Search, what % upside could there be for Microsoft’s stock?
On Trefis you will get answers to questions like above.
You can play with assumptions, or try scenarios, as-well-as ask questions to other users and experts. The platform uses extensive data to show in a single snapshot what drives the value of a company's business.
Trefis makes the same content, data, and tools that are currently available only to professional investors today, accessible to everyone. Importantly, it makes the extensive data/tools easy to use and understand, allowing investors to leverage the platform in their decision making much more efficiently than anything else available.
Trefis is currently used by hundreds of thousands of investors, company employees, and business professionals.
Henry W. Schacht, CFA is the founder of Schacht Value Investors, an investment management firm. He earned his MBA at the University Of Chicago Graduate School of Business and a degree in finance from the University of Notre Dame.
I'm the Director of Research at Wonder. Come check it out (askwonder.com)
Previously, I worked for Seeking Alpha from 2008-2015. During that time, I was involved in building out the PRO and Marketplace subscription platforms, and also spent time writing 'Wall Street Breakfast' and writing for the Breaking News team.
Before joining Seeking Alpha, I co-founded a (short-lived) start-up for crowd-sourced angel investing and worked in the private banking division of a boutique bank. I've got an M.Sc. in applied economics from Georgia Southern University, and a B.A. in economics from Brandeis University.
My husband and I live in Israel with our two children.
Progenitor of PC virtualization (now a multi-billion dollar cloud-related industry), serial startup entrepreneur, trend-caster and visionary at the intersection of biz & tech (http://www.trendcaller.com), contributor for SeekingAlpha and VentureBeat, author of the book "The Crowdfunding Revolution | Social Networking Meets Venture Financing", founding team member in a microprocessor startup, author and lead for two Open Source projects, public speaker, prolific idea creator, author of multiple patents, and news and business book junkie. I have a degree in computer science and started my career at MIT Lincoln Laboratory in space-based radar and satellite communication. I'll also be giving a keynote at the Smeal College of Business (Penn State U) conference this Fall 2010, related to Impact through Networks.
Erick, Co-Editor of TechCrunch (www.techcrunch.com), has been covering startups and technology news for 14 years. At Business 2.0 he wrote feature stories and ran their main blog, Next Net, which has nearly 50,000 RSS subscribers. He also does a lot of video work and hosts regular panels of industry luminaries called Disruptor Round Tables. Prior to Business 2.0, Erick was an editor-at-large for eCompany and a contributing editor for Fortune. In 1999, Schonfeld won the prize for best information technology submission at London’s Business Journalist of the Year Awards, and in 2001 he won the prize for best space submission at the Aerospace Journalist of the Year Awards in Paris. In 1996 and 1997, Schonfeld was recognized in the TJFR Business News Reporter’s list of the “best and brightest financial journalists under the age of 30.” He appears regularly on CNBC, CNN, and NY1, and is a frequent speaker at industry conferences. Schonfeld graduated magna cum laude from Cornell University in 1993.
Mr. Roche is the founder of Orcam Financial Group, LLC, a low fee financial services firm based in San Diego, CA as well as the founder of the popular financial website Pragmatic Capitalism (some articles from Pragmatic Capitalism get syndicated on Seeking Alpha so please see the full site if you don't want to miss articles by Mr. Roche).
Orcam Financial Group, LLC (www.orcamgroup.com) is a low fee financial services firm offering asset management, personal advisory, consulting and educational services. Pragmatic Capitalism (http://pragcap.com) was founded by Cullen Roche in the midst of the financial crisis of 2008. Mr. Roche foresaw many of the events that led up to the crisis and felt that the government was slow to react and when it did finally react, responded with the wrong medicine.
Mr. Roche's primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics and behavioral finance. Prior to establishing his own business, Mr. Roche worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management. Upon leaving Merrill Lynch, Mr. Roche managed a private investment partnership for 7 years generating substantial positive alpha (high risk adjusted returns) without a single negative year of returns. He has since transitioned back to retail asset management to better serve the much needed low fee retail space with sophisticated but simple asset management and financial planning services.
Mr. Roche is also a prolific writer. In addition to the daily musings on his website, he is the author of the popular book “Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance” as well as “Understanding the Modern Monetary System”, one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider where he was described as “one of the most influential economic thinkers today.” In 2015 Mr. Roche was named one of the “40 Under 40” most influential people in finance by InvestmentNews. He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times.
Mr. Roche is a Georgetown University alumnus, growing up in the DC area and now living in Southern California with his wife Erica, troublesome collie Cal and 4 irritable laying hens. In addition to being a financial dork Cullen is an avid outdoorsman, mediocre gardener, proficient complex carbohydrate consumer (i.e., loves brownies and cake) and finisher of one of the most difficult IRONMAN races at Cabo in 2015.
Think B.I.G., by Bespoke Investment Group, provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from institutions to the most modest investor, to gain the data and knowledge necessary to make intelligent and profitable investment decisions. Along with running their Think B.I.G. finance blog, Bespoke provides timely investment ideas through its Bespoke Premium (http://bespokepremium.com/) subscription service and also manages money (http://bespokepremium.com/mm) for high net worth individuals.
Visit: Bespoke Investment Group (http://bespokeinvest.com/)