An independent analyst and private investor. Based in Warsaw, Poland (Europe). Professional experience comprises about 20 years in a number of financial and industrial companies. Fan of the Austrian School of Economics.
Blog: Simple Digressions (daily analysis of the precious metals market; general investment issues; sometimes articles on demand of my readers).
I am the founder of a thin film solar device company with experience at UBS among other firms. I have passed the level 1 CFA exam and am ranked in the top 2.5% of financial bloggers as tracked by TipRanks.com, with an average return of 72.1% as of 7/19/2016.
To reach out to me for with questions, to discuss an article or to offer other opportunities, please send me a private message through Seeking Alpha.
Grey Owl Capital Management, LLC is an SEC registered investment advisor whose mission is to provide superior absolute investment returns for clients. Founded in May of 2009 and located in Falls Church, VA, the firm provides a go-anywhere, opportunistic investment process that seeks out the best alternatives for capital appreciation across multiple assets classes. The firm’s principals both hold the Chartered Financial Analysts (CFA) designation. You can find out more about Grey Owl Capital Management, LLC at www.greyowlcapital.com or by calling 888-GREY-OWL (888-473-9695).
Perhaps more than any other time in the last six decades, the fate of markets is inextricably intertwined with the ebb and flow of geopolitics. From the ECB's attempts to use the central bank's balance sheet to influence political outcomes across the eurozone to Saudi Arabia's efforts to transform the kingdom's influence over crude prices into an instrument of foreign policy, it's become increasingly clear that one simply cannot fully comprehend market movements without a thorough understanding of concurrent political outcomes. Drawing on extensive experience in both politics and finance, Heisenberg will help demystify a world in which investors can no longer hope to conceptualize markets as existing in anything that even approximates a vacuum. "I am the one who knocks."
HORAN Capital Advisors (http://www.horancapitaladvisors.com) is an SEC registered investment advisor that manages investment portfolios for individuals and institutions. Our firm utilizes a disciplined investing approach that should create wealth for our clients over time. Our investment bias is to invest in companies that generate a steady return over time, i.e., singles and doubles. This singles and doubles approach tends to lead to investments in higher quality dividend growth/cash flow growth companies. On the other hand, there are times when a company's stock price seems to be trading below its fair valuation. Short term gains are possible in these situations. I have been managing investment portfolios for individuals and institutions for over fifteen years and believe investing is like running a marathon and not a sprint. Taking the road less traveled, more often than not, leads to higher returns. Visit: The Blog of HORAN Capital Advisors at (http://disciplinedinvesting.blogspot.com/)
Dr. John Hussman is the president and principal shareholder of Hussman Econometrics Advisors, the investment advisory firm that manages the Hussman Funds ( http://www.hussmanfunds.com). He holds a Ph.D. in economics from Stanford University, and a Masters degree in education and social policy and a bachelors degree in economics from Northwestern University. Prior to managing the Hussman Funds, Dr. Hussman was a professor of economics and international finance at the University of Michigan. In the mid-1980's, Dr Hussman worked as an options mathematician for Peters & Company at the Chicago Board of Trade, and in 1988 began publishing the Hussman Econometrics newsletter. Virtually all of Dr. Hussman's liquid assets are invested in the Hussman Funds.
Note: Dr. Hussman is not an active contributor to Seeking Alpha; rather, SA editors excerpt regularly from Dr. Hussman's public commentary.
David Stockman is the ultimate Washington insider turned iconoclast. He began his career in Washington as a young man and quickly rose through the ranks of the Republican Party to become the Director of the Office of Management and Budget under President Ronald Reagan. After leaving the White House, Stockman had a 20-year career on Wall Street.
At the podium, Stockman’s expertise and experience cannot be matched, and he has a reputation for zesty financial straight talk. Defying right- and left-wing boxes, his latest book catalogues both the corrupters and defenders of sound money, fiscal rectitude, and free markets. Stockman discusses the forces that have left the public sector teetering on the edge of political dysfunction and fiscal collapse and have caused America’s financial system to morph into an unstable, bubble-prone gambling arena that undermines capitalist prosperity and showers speculators with vast windfall gains.
Stockman’s career in Washington began in 1970, when he served as a special assistant to U.S. Representative, John Anderson of Illinois. From 1972 to 1975, he was executive director of the U.S. House of Representatives Republican Conference. Stockman was elected as a Michigan Congressman in 1976 and held the position until his resignation in January 1981.
He then became Director of the Office of Management and Budget under President Ronald Reagan, serving from 1981 until August 1985. Stockman was the youngest cabinet member in the 20th century. Although only in his early 30s, Stockman became well known to the public during this time concerning the role of the federal government in American society.
After resigning from his position as Director of the OMB, Stockman wrote a best-selling book, The Triumph of Politics: Why the Reagan Revolution Failed (1986). The book was Stockman’s frontline report of the miscalculations, manipulations, and political intrigues that led to the failure of the Reagan Revolution. A major publishing event and New York Times bestseller in its day, The Triumph of Politics is still startlingly relevant to the conduct of Washington politics today.
After leaving government, Stockman joined Wall Street investment bank Salomon Bros. He later became one of the original partners at New York-based private equity firm, The Blackstone Group. Stockman left Blackstone in 1999 to start his own private equity fund based in Greenwich, Connecticut.
In his newest New York Times best-seller, The Great Deformation: The Corruption of Capitalism in America (2013), Stockman lays out how the U.S. has devolved from a free market economy into one fatally deformed by Washington’s endless fiscal largesse, K-street lobbies and Fed sponsored bailouts and printing press money.
Stockman was born in Ft. Hood, Texas. He received his B.A. from Michigan State University and pursued graduate studies at Harvard Divinity School.
He lives in Greenwich, Connecticut, with his wife Jennifer Blei Stockman. They have two daughters, Rachel and Victoria.
I joined Seeking Alpha as a Senior Editor in 2012 and currently manage the Energy vertical. I've spent the last 18 years working in publishing, and my experience includes editing scientific/medical journals, personal finance magazines, and several investment websites.
Here at Seeking Alpha we're always looking for new ideas and new authors, so please contact me if you're interested in contributing.
I am an individual securities analyst looking for value in both the Canadian and American markets. I am a firm follower of Warren Buffett and his philosophy of investing long-term in wonderful businesses with a durable competitive advantage. I am always on the lookout for such businesses priced at a discount to their intrinsic value. My personal portfolio by weight: TSE:ATD.B, NYSE:QSR, NYSE:DIS, NYSE:CNI, NASDAQ:AAPL, NYSE:TD, NYSE:TU, NYSE:SJR, NYSE:SU, TSE:L, NYSE:MFC, TSE:AVO, TSE:CTC.A
Simplistic value-investing ideas and commentary.
This contributor is a Sweden-based devoted student of the markets (and M.Sc. Finance holder).
Open-minded investment discussion on posts is much appreciated!
For other Seeking Alpha-related inquiries please use the private message function. Otherwise you find E(R) on Twitter (@EklundResearch) or through his investment research site eklundresearch.com.
Red tape, revolution, conflict, cronyism – all of these political factors make doing business in the global arena a challenge for even the best prepared companies. The world’s rapidly changing political environment poses significant obstacles, but also great opportunities for today’s business community. Understanding the nexus between politics and business has never been more important.
Global Risk Insights provides expert political risk analysis for businesses and investors. Our goal is to help individuals and corporations analyze and understand how global political events are impacting economic & business climates. GRI provides this analysis so our readers can make better informed decisions about their economic activities in every corner of the world. From Washington, DC to Cairo to Beijing, our contributors are global in reach, local in expertise and have experience across the public and private sectors. Our contributors include current and former members of the US intelligence community, the financial sector, NGOs, and the Obama administration.
GRI has been widely referenced by leading publications, including The Wall Street Journal, The New Yorker, Business Insider and many more. GRI contributors have been featured speakers at global energy conferences, Reuters Trading Africa forums and the London School of Economics Political Risk Society. We have also produced custom reports, including one for the Kuwaiti Minister of Finance.
Vahan Janjigian is Chief Investment Officer at Greenwich Wealth Management, LLC, an SEC registered investment advisor. He is also editor of the Bottom Line's Money Masters Stock Report. He previously served as Chief Investment Strategist at Forbes Media, LLC and has served on the finance faculties of several universities, including Baruch College, Boston College, Northeastern University, and University of Delaware.
“The way to win is to work, work, work, work and hope to have a few insights.”
– Charlie Munger
“People err who think my art comes easily to me. I assure you, dear friend, nobody has devoted so much time and thought to compositions as I. There is not a famous master whose music I have not industriously studied through many times.”
- Wolfgang Amadeus Mozart
"It is better to be roughly right than precisely wrong."
- John Maynard Keynes
My time frame for looking at an investment would generally be between two to five years.
Individual investor with keen interests in equity markets. Currently I work as a managment consultant, focusing on renewable energy industry. With my engineering background and work experience in semiconductor and renewable energy industry, I focus on these industries for my investments.
Wolf Richter is the founder and CEO of Wolf Street Corp. He has 20 years of C-level operations and finance experience, including turnaround situations and startups. He lived in five foreign countries and traveled to 100 others on all continents. Currently in San Francisco.
My investing experience dates back to high school years when I was first introduced to the stock market in economics classes and when I became fascinated by financial accounting. My first investing experience was rather painful: I lost a few thousand dollars on FOREX and penny stocks as I did not have a mentor or anybody knowledgeable about finance by my side. I still remember that time in details. After high school, I went to study economics with an emphasis on accounting at the University of Toronto. Four years later, with a finance degree under my belt, a decent experience gained in a few internships (where I got thanks to my soft skills, not my marks by any degree), I moved to Russia to work in investment banking, which I had decided was my passion a few years prior to that. I now live in Moscow, Russia, working as an Associate in Financial Advisory.
Due to the ongoing economic crisis in Russia, invoked by the sanctions, the country's financial industry has found itself in a pathetic state. Hence, things have gotten slow at work which is why I have a lot of free time to develop my services on Seeking Alpha (I started back in 2013, my final year of school). I am a number-cruncher by nature. Hence, my analyses almost always involve financial modeling and various financial metrics' calculations.
I feel that my job on Seeking Alpha is to identify investment opportunities among the smid-cap (small and medium cap) players in North America and Europe. Occasionally, I analyze a number of companies in a specific market segment in order to get a general idea about what is going on there as a whole. Sometimes, I write fairness opinion articles (I think nobody else on Seeking Alpha does that) on recent M&A transactions. I think that I bring value to my followers and other Seeking Alpha members by building analyses that are conservative in nature and present long-term views on individual companies. In my opinion, hard numbers are of more use to investors than tips, rumors, and guesstimates.
Feel free to contact me here or through my email: firstname.lastname@example.org. You may also check my Linkedin: ru.linkedin.com/in/avaltsev/ and Twitter: twitter.com/av_banker
Doug Young is a China business news veteran, with nearly a decade of experience writing about China's colorful cast of publicly listed companies. He currently lives and works in Shanghai, where he comments on the latest China company news at Young's China Business Blog, a community for people interested in buying and selling China stocks (www.youngchinabiz.com). He also works as an lecturer in the Fudan University Journalism School and is writing a book on the media in China. Before moving to Shanghai, he worked as a reporter and editor for 10 years at Reuters, covering China's dynamic company news scene for most of that time. He was most recently chief correspondent for Reuters' reporting on corporate news in China, leading a team of a dozen reporters covering all of China's major industries.
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
John Rubino manages the financial website DollarCollapse.com. He is the co-author, with GoldMoney’s James Turk, of The Money Bubble (DollarCollapse Press, 2014) and The Collapse of the Dollar and How to Profit From It (Doubleday, 2007), and author of Clean Money: Picking Winners in the Green-Tech Boom (Wiley, 2008), How to Profit from the Coming Real Estate Bust (Rodale, 2003) and Main Street, Not Wall Street (Morrow, 1998). After earning a Finance MBA from New York University, he spent the 1980s on Wall Street, as a money market trader, equity analyst and junk bond analyst. During the 1990s he was a featured columnist with TheStreet.com and a frequent contributor to Individual Investor, Online Investor, and Consumers Digest, among many other publications. He currently writes for CFA Magazine.
I am a licensed engineer and enjoy investment analysis with a focus on emerging technologies in the alternative energy market.
I am also a fan of Dr Elder and his approach to managed trading disciplines.
Senior Portfolio Manager and individual investor who started in high school and has been at it ever since. I have an MBA and have earned the right to use the Chartered Financial Analyst designation. I have worked in the business for over 15 years. My specialties include fixed income closed-end funds for generating income during retirement, micro and small-cap value investing, and macro analysis.
Ken McGaha has been managing his own investment portfolios for over 20 years. On July 20, 2012 he launched the Self-Made Millionaire Tracking Portfolio with a portion of his capital as an aid to teach younger members of his extended family how he built his own investment portfolios and maintains them today.
Ken's flagship Self-Made Millionaire Tracking Portfolio had delivered a 18.57% annualized rate of return on capital as of May 16, 2015 against its benchmark objective of 15% annualized.
Self-Made Millionaire was closed to the public in December of 2015 to allow Ken to focus on private analysis work. He is now engaged in independent analysis of private and public companies for individual clients.
Livio has over a decade of investment experience with venture resource and clean technology companies. He has assisted in raising capital, running IR campaigns, and has spent 8 years in business development roles with several venture technology companies. Livio is a passive investor in Canadian mining and technology companies, with a focus on clean technologies and “green” resources. Livio has specific interest in the lithium supply chain and emerging energy storage markets.
Livio is dedicated to educating young investors about the benefits of investing in dividend stocks over the long term.
Stephen Simpson, CFA, is a freelance financial writer and investor.
I have worked for both sell-side and buy-side firms (equities and fixed income), with the largest percentage of my working time spent in med-tech. At this point I am now effectively in a "working retirement".
I write because I find that the process helps me take better notes, be more disciplined about modeling, and come up with a more coherent investment view for my portfolio management needs. If I'm writing about a stock, it's generally because I'm interested in it as an investment prospect or I think there's an interesting story to tell.
I don't share my models, so please don't ask.
More of my writings can be found at my blog Kratisto Investing (kratistoinvesting.blogspot.com), or Twitter (@Kratisto_Invest).
Consultant in the economics of renewable energy retrofitting - moving energy from liabilities to assets. Passionate student of the business scene, particularly commodities, currently not an active investor. Author, translator, blogger. Trading experience is more commodities than stocks.
We are a team of market professionals with 18 years combined experience as investment advisers and stock analysts. We specialize in the transportation sector (rails, air freight, ports, shipping and logistics). We use our deep knowledge about this space to help readers earn higher risk adjusted returns. In addition, we have 11 years of experience trading options and use these to generate extra income. A client with a $100,000 dollar portfolio can expect an extra $3,000 to $8,000 from these investments.
Michael T. Snyder is a graduate of the McIntire School of Commerce at the University of Virginia and has two law degrees from the University of Florida. He is an attorney that has worked for some of the largest and most prominent law firms in Washington D.C. and who now resides outside of Seattle, Washington. He is a very active blogger and is also a respected researcher, writer, speaker and activist. You can follow him on The Economic Collapse blog: http://theeconomiccollapseblog.com/
"One of the best ways to do well in this business is to go to areas that have been unexploited by research capability and work them for all you can." -Julian Robertson Managing partner of the Schildpad & De Haas partnerships. Seeking Alpha PRO contributor since the library's inception in 2013. A special selection of investment ideas is available through the Exclusive Research service.