I am a former sell-side analyst -- UBS 1996-2002, Needham 2002-2006 and ThinkEquity 2006-2008. These days I review automobiles and other technology products, as well as analyze the automotive and technology industries, and coming up with long/short ideas. I also continue to write (less frequently) on macroeconomics and politics.
I am a medical professional that enjoys investing in biotech stocks. I take long positions and may dabble in options. I have a particular interest in biotechs with an ophthalmic (eye) focus as that is where I have developed the greatest expertise over my career and research. I hope over time to share some of my professional insights with those of the Seeking Alpha community in order to help them make more informed investing decisions. I expect to learn a lot from others as well.
I am long the following biotechs at this time: GILD, OPHT, CRMD, ACAD, RLYP, HALO, TGTX, APHB, ZIOP.
I am advising everyone to avoid: OHRP
After spending a dozen years making a big name for herself as a highly respected investigative reporter in the financial arena, Melissa Davis took a chance on her longtime dream in 2015 by becoming her own boss so that she could pour even more time and energy into uncovering the truth about suspicious public companies by conducting the deepest research of her award-winning career. At that point, Ms. Davis had already established herself as a fearless journalist with an impressive talent for exposing corporate fraud. Most recently, she served as the founding editor of TheStreetSweeper, a financial news website dedicated to warning investors about risky stocks that she essentially built from scratch. Under her leadership, TheStreetSweeper soon earned steady applause from some of the biggest names in the business and continued to flourish for years. Prior to launching that well-known website, Ms. Davis spent seven years on the staff of TheStreet.com -- an even more prominent financial outlet founded by "Mad Money" host Jim Cramer -- where she quickly rose to become one of the leading investigative reporters on a large and impressive editorial team. Already the recipient of numerous awards by the time that TheStreet.com hired her away from the largest newspaper in her home state, Ms. Davis went on to land a national prize for enterprise reporting from the Society of American Business Editors and Writers (SABEW) by the time that her tenure there came to an end. Today, she spends her days (and, when necessary, plenty of late nights) trying to do what she has always done the best even better: revealing the dirty secrets about publicly traded companies that investors desperately need -- and inherently deserve -- to know! (She also smothers her adorable granddaughter -- the other great love of her life -- with plenty of hugs and kisses at every available chance.)
MD, MBA. Professional experience in clinical research and at a top-tier management consulting firm, advising clients in the pharmaceutical and healthcare PE industry. Successfully invested in biotech for over a decade with a value-based approach
EP Vantage is a forward-looking comment and analysis service tailored to the needs of pharma and finance professionals, focusing on the events that will define the future of companies, products and therapy areas. Written by experienced journalists, EP Vantage provides timely financial analysis of regulatory and patent decisions, marketing approvals, licensing deals, and M&A, giving fresh angles and insight to both current and future industry triggers. EP Vantage is powered by EvaluatePharma, the industry leader in consensus forecasts.
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.
East Daley is an energy assets research firm bringing greater transparency to the energy financial market. In addition to using top-level financial data to predict a company’s performance, East Daley is first-to-market with an asset-driven information service that provides comprehensive, bottoms-up, asset-level intelligence fueled by commodity fundamentals. Clients are supported by a team of unbiased, highly experienced research analysts. The combination of proprietary research and dynamic client support delivers a unique competitive advantage that enables North American energy capital markets to make more informed and accurate projections and investments.
PhaseFive initiates research-intensive analysis of Healthcare and Biotechnology companies using groundbreaking scientific intelligence tools. We focus on long/short event-driven opportunities centered on clinical, regulatory and early commercial development.
Our research approach relies on synergizing diverse talents. PhaseFive’s team is built on the knowledge and vast experience of Neurobiochemistry PhDs, Big Data experts and seasoned Life Science investors. Our track record reflects our ability to assess a company’s true fair value at critical stages, looking beyond hype and misunderstood perceptions.
PhaseFive focuses on catalyst events in small-to-medium cap Healthcare companies. These catalyst events include clinical trial outcomes, regulatory procedures and commercial developments.
Professional investor and overall good guy.
By reading Mako Research reports, you agree to use the information at your own risk. In no event should Mako Research or any affiliated party be liable for any direct or indirect trading losses caused by information contained in the research reports. Research reports are not investment advice or a recommendation or solicitation to transact any securities. Mako Research is not a registered investment advisor. You agree to do your own research and due diligence before making any investment decision with respect to securities covered herein. You should assume that Mako Research stands to profit in the event the issuer’s stock declines. Research reports may contain opinions, which are based upon generally available public information, field research, inferences and deductions through due diligence and analytical processes. All information is believed to be accurate and reliable, and has been obtained from public sources. Mako Research makes no representation, express or implied, as to the accuracy, timeliness, or completeness of any such information. All expressions of opinion are subject to change without notice, and Mako Research is not obligated to update or supplement any reports or any of the information, analysis and opinion contained in them. You should assume that Mako Research has and/or will submit findings with the Securities Exchange Commission, and other entities that may find the information useful.
Phil Timyan is a private investor and hedge fund manager with over 25 years professional experience in community bank stock investment and shareholder activism.
Over the years, Timyan has filed 13-Ds in ALGC, HRTB, FSVB, GSLA, RFSV, COMB, and RYFL. In 2003, he helped recap COMB by buying a 9.9% stake and joining their Board until its sale in 2006 to SUPR. He is currently serving on the boards of RYFL and Royal Bank.
Since his graduation in the 1980s with a BA in General Business Administration and an MBA in Finance from Michigan State University, Timyan's career has included stints as a:
Registered Representative for Oppenheimer & Co in Chicago, IL
Securities Analyst for Feshbach Bros./Stockbridge Partners in Palo Alto, CA
Securities Analyst/Portfolio Manager for GW Ringoen & Co in San Francisco, CA
Founder of two hedge funds, Sands Point Partners LLC and Riggs Qualified Partners LLC
PetroEngInvestor (David Harter)
Hedge Fund Co-Founder and Managing Director
"Do you know the only thing that gives me pleasure? It's to see my dividends coming in."
-John D. Rockefeller
My name is Mark B. Spiegel and I'm the Managing Member of Stanphyl Capital Management LLC. I can be reached at: mark (at) stanphylcap (dot) com. My Twitter feed is @markbspiegel
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.
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Founded in 2015, by Melvin Glapion, Mithra Forensic Research is an independent investment research firm based in Los Angeles California. Mithra Forensic Research primarily focuses on identifying companies with flawed and deteriorating business fundamentals as well as those companies engaging in aggressive accounting and financial statement fraud.
Mithra Forensic Research relies upon a proprietary quantitative model which is used to identify companies showing signs of financial statement deterioration or evidence of aggressive accounting. We then conduct a more detailed analysis of only those companies highlighted as offering the greatest potential for significant price movement in the next 18 to 24 months.
Christine Richard is the President of Orion Research LLC, which does investigative research for investors. She is a former reporter with Bloomberg News and Dow Jones and the author of Confidence Game: How Bill Ackman Called Wall Street’s Bluff (Wiley, 2010). Pershing Square Capital Management, which has a short position on Herbalife, is a client of Orion Research LLC.
The Forensic Factor (TFF) believes that individual investors are disadvantaged when investing in certain smaller companies. TFF believes we can profit from market inefficiencies while also identifying companies that are misrepresenting their prospects or financial results. By illuminating corruption in the capital markets, individual investors can make more informed decisions when investing hard-earned capital....
With that said, TFF is a profit organization and will frequently trade in the securities about which we write. Our positions will always be disclosed in the posting. TFF goes to great lengths to ensure that all information is factual and referenced. All facts that we present on this site are true to the best of our knowledge. All opinions presented are our own and accurately reflect our actual opinion on the relevant subject being discussed at the time
I'm an English language teacher in Spain who happened to discover a few nasty things about Tesla Motors. I'm paid by no one other than my students and my financial position won't be affected at all by swings in Tesla's stock price - or in any other stock.
I like to annoy people with my unsolicited opinions on a range of matters. Apparently a considerable number of folks like what I write.
I am currently an individual investor with focus on event-driven trading and long-short opportunities. I graduated Emory University in 2009 and am also a finance Phd dropout from UCLA Anderson. I could be reached at email@example.com