I am an "extreme value" investor, focusing mostly on micro and nanocap companies selling for a steep discount to price/book, price/sales, EV/EBITDA and other traditional measures of value. (Price-to-book is my favorite.) My emphasis is on low priced stocks, since the marketplace is very inefficient in valuing them. I am a dyed-in-the-wool contrarian, and like to invest in the most unloved and out of favor sectors of the market, and numerically screen for the best relative values in those out of favor sectors. I like to buy companies where the insiders are buying in the open market, to "confirm" the underlying value proposition. I like to buy stocks trading near a multiyear low, and average down aggressively if the stock moves against me (assuming the circumstances for my purchase haven't changed.) I also like special situations, including selective leveraged turnaround situations, that I can catch at their "inflection" point. I have achieved outsized annualized returns, over the last 25 years, with these strategies. I also take 5%+ positions in companies, and engage in selective shareholder activism, to hold accountable the insular and/or corrupt boards that are sadly all too common, especially in smaller, "family run" public companies.
I analyze companies which could be potential long/short candidates in the long-term. Such companies usually possess some form of long-term catalyst which will spur long-term growth or shrinkage.
Turkel Investments is a non-registered independent investment adviser to institutional investors. We also offer advisory services to C-suite executives of small and mid-cap technology companies. The advisory practices are focused on increasing shareholder value.
As a third party provider of investment research, we bring a proven track record of stock selection in top performing technology companies. This stock selection returned 1160% net to investors from 1993-2004 investing as TCM Partners, LP.
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Founder of insidewallstreet.org uncovering select special situation stocks.
California Real Estate Broker
CEO and President of Gibralter Financial and Real Estate Services from 2001 to 2008.
CEO of All Valley Mortgage 1993-1995
Private investor, Author and trader from 1999 to present.
We are a research group that consults hedge fund and high-net worth clients. We specialized in identifying special opportunities from both the long and short side. The writer for 3D Analytics has professional traded for hedge funds for 10+ years and specializes in 1) finding hidden, unrecognized value, 2) shorting overvalued stocks, and 3) arbitrage situations. The articles are written solely by him, but has a group that assist him in finding opportunities, basic research, and editing.
"Nishkama Capital LLC ("Nishkama") is an investment manager with a long / short equity strategy with a focus in the Technology, Media and Telecom (“TMT”) sectors. Nishkama also makes investments in other sectors such as Consumer, Industrials and Financials. The Founder is the Author of "The Emotionally Intelligent Investor: How Self-Awareness, Empathy and Intuition Drive Performance."
I am an individual investor focused on analyzing revenue & margin growth potential over a 5 year time frame. I follow a risk based valuation methodology - identifying worst case, expected, and best case investment returns.
Visit my website www.smart-folios.com to follow the performance a concentrated, aggressively-managed ETF portfolio.
10 years investing in $10 or less stocks. My portfolio has grown from an initial $4K investment to well over a million in that period of time. I specialize in identifying under-the-radar, unloved stocks with great upside.
Paul is a stock investor with an accounting/finance background. He likes to look for value growth stocks and momentum news plays. He is also known as Superman on Twitter @super_trades and his blog is www.super-trades.com (http://www.super-trades.com).
Portfolio manager delivering alpha principally through the discovery of under-the-radar small cap names with compelling stories misunderstood/underappreciated by the market.
I focus on the microcap space (market cap below $250 million) because it is one of the most inefficient and "alpha rich" areas of the global equity market, which provides the greatest opportunity to generate alpha through fundamental research.
I use a bottom up, investment decision making process. The ideal investment has an asymmetric risk/return profile with a limited downside (e.g. high net cash balance, strong cash flow) and significant upside (e.g. asset value extraction, overlooked business model transition).
Microcaps are particularly attractive to the following groups:
Activist investors. A small absolute investment (on a dollar basis) can be leveraged into a relatively large position (as a percentage of shares outstanding), which provides a greater ability to demand change.
Private equity firms. The persistent microcap discount can be “arbed away” via an LBO with the new owners accruing all of the gains for themselves. The small absolute size of many microcaps on an EV basis significantly expands the number of firms able to pursue this strategy.
This inefficiency exists for several reasons.
A lack of analyst coverage due to lower trading volume (less soft dollars from HF/MF), the global settlement that permanently severed the link between research/banking and the rise in electronic trading/decimalization. Moreover, none of these trends are likely to reverse for the foreseeable future (if ever).
A lack of institutional products given the natural capacity constraint for new/existing managers.
An inability to effectively implement a passive approach (e.g. ETFs, index funds) due to the lower liquidity and wider bid/ask spread. However, each of these obstacles can be overcome by using a combination of electronic trading tools (e.g. algos) and patience in building a positive size.
Inaccurate and persistent misconceptions about microcaps (e.g. they are riskier than larger cap stocks).
I currently trade for my personal account but would like to move into the investment management side of the industry.
I specialize in Biotech companies. After following the sector for many years, it's my belief that a logical analysis of publicly disclosed information on a Biotech company often includes sufficient data to draw the parallels necessary to invest intelligently.
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.
I primarily use a value investing approach, focused on cash flow generation and effective allocation of that cash flow. My approach is grounded in fundamental company analysis looking for companies that are priced in the market below what we calculate as their fair value. However, I also occasionally look at growth companies or special situations that seem overly compelling to me.
My strategy is one of prudent trading. Trading too frequently simply runs of transaction costs and often leads to sub-par returns. Buy and hold has proven to be less than optimal over the past decade of essentially flat equity markets. My objective to find good companies, companies that I would be comfortable owning for the long-term and buying them when the price is attractive. Conversely, we strive to sell if the price approaches our target and move on the next investment.
I am a highly trained professional equity analyst. My specialty is finding companies with excellent ratios of risk to reward. Before going independent, I was the head analyst at a boutique Israeli hedge fund. Today I am a consultant to several multibillion-dollar firms. I have covered many sectors, including technology, solar and semiconductors. I have learned to connect the dots and discern how forces in these various industries will affect individual companies. I am a big believer in analyzing investments from the top down. This means identifying themes and trends that can reveal where industries and individual companies will be in the future. There are no magic formulas for this process, just a lot of hard work. After I've found a company, analyzed it and concluded its value, then it is just like a poker game with endless cards. All we have to do is sit and wait for the next card to reveal itself and adjust our thesis accordingly. Once we find the true value of a company, we must ignore day-to-day market chaos. If we have done our research properly, we do not need to worry if the Dow goes up or down a particular day, week or month. Peter Lynch, Ben Graham and Phillip Fisher are my biggest influences. I encourage anyone who wishes to learn more about the market to read any of their books.
I graduated from the University of Toronto with a BComm and am now working on developing a partnering business to help get the word out on disruptive investments. I want my research to provide timely and conclusive investment ideas that intend to deliver attractive yields to investors.
Keep updated with me on Twitter:
I enjoy following and capitalizing on investing opportunities primarily in the tech and healthcare industry. Most of my free time is spent conducting research on small-to-mid cap equities using a combination of fundamental data analysis and technical studies to come to conclusive results. I manage some money that I invest according to the above technique to ripen my exposure to the financial world.
Previously, I spent some time working for a major commercial construction company where I was responsible for running the back office, occasionally overlooking data and logistics. Most of my time was spent in a financial controller capacity.
I write because I believe in sharing my findings and opinions with those interested so they may come to their own conclusions and in turn spark an intelligent and beneficial discussion.
Interested in connecting? Shoot me a message
Disclaimer and disclosure: It is probable that the author and his associates have a position in the subject securities consistent with the opinion expressed in this article and they reserve the right to buy and/or sell the securities mentioned in this article, at any time without further notice.
Zorro Trades attempts to utilize fundamental analysis to identify securities and then gain an idea of when to enter said security via technical analysis.
Helix Investment Research was founded in July 2011 by Ivan Deryugin, and focuses on leveraging secular global trends, across a variety of sectors, in order to generate long-term outperformance.
I work in the medical and healthcare field so my focus is mainly on Biotech stocks. I try to find the next Celgene, the next Pharamcylics if possible.
Been a trader and investor for 13 years.
Love the game, and I hope you enjoy my articles on here.
Good luck with your investments and I look forward to all of your comments and suggestions.
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Degree in business administration from Ithaca College in Ithaca, New York. Been investing over 25 years, and writing in various formats for 30 years. Primarily investing in technology, focusing on wireless sector. Trade infrequently. Twitter handle is @TedStamas
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions.
I've been trading professionally for about 20 years and also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and the markets.
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others).
I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
I have been a part of the independent investment community for 15 years. I do not consider myself an expert in any specific arena, but I have amassed a lot of knowledge in many areas relating to economics, international policies, stocks, commodities, currencies, technical and fundamental analysis.
As a SA requirement: I have never "been prosecuted on any securities-related issue, been barred from the securities industry, or convicted of a felony."
Former broker, now an independent analyst/writer on Seeking Alpha and founder and editor of the Growth Stock Forum. Focusing on small-cap, mid-cap and biotech stocks. Looking for substantial sales and earnings growth potential and seeking the best risk-adjusted returns from my stock selection. Taking advantage of medium to long-term momentum.
My articles represent my personal opinion and analysis and should not be regarded as investment advice in any way. Readers and subscribers should do their own due diligence and/or consult their financial advisor before making decisions to buy or sell securities. Trading and investing include risks, including loss of principal.
Exclusive research: http://seekingalpha.com/author/oneil-trader/research
Harry Long is the inventor of Hedged Contango Capture and Hedged Convexity Capture and is the Managing Partner of ZOMMA, the world's most innovative strategy index creator.
Mr. Long is a globally recognized expert on the research and development of quantitative investment strategies. The ZOMMA IP portfolio of strategy indices is sought after by asset management firms, investment banks, hedge funds, principal trading organizations, index providers, ETP sponsors, and private equity firms to help them develop and deploy active manager-crushing quantitative investment strategies.
ZOMMA helps investors create long term value by replacing reckless emotional decision making with cutting-edge technology based upon objective evidence.
Mr. Long is a graduate of Rice University with a B.A. in Economics.
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During the IPO season Francis Gaskins, editor of IPOdesktop.com & director of research for Equities.com, regularly appears on CNBC TV, Bloomberg, thestreet.com & other financial cable channels. On the day of the Visa IPO he appeared on four cable TV financial shows including Bloomberg & CNBC.
Over the past five years he has been quoted over 500 times by such financial media as the Wall Street Journal, Bloomberg, Reuters, Associated Press, USA Today among others. Those quotes are available at IPOdesktop.com.
His varied personal interests include violin playing. For example, he is concertmaster of the Palisades Symphony. He also holds an MBA from Harvard Business School (finance) and an AB from Princeton University (economics).
I personally started investing in equities in 1997 and after the bust of the dot-com bubble, switched my focus to systematic approaches. The following decade of research built the foundation of Boavista Capital Management, which I founded in 2014.