At first glance many situations appear obvious. Rigorous examination may reveal that the obvious is in fact impossible. My focus is on companies that unethically sell the impossible and thrive only with financial slight of hand. I am a retired businessman living near Austin Texas and I both delight and profit from shining some light on these deceptions.
We want to give you the ultimate edge in banking market intelligence. That means timely articles on bank stocks that are under-followed and under-appreciated.
One of our specialities is to look at banks through the eyes of an acquirer. We look past the reality today and view a bank in light of its ultimate potential, what it could be worth to an acquirer, or what it might be worth as an acquirer.
As investors know the banking industry is rapidly consolidating. We went form 14,000 banks in the 1980s to ~6,000 banks today. And regulators have made it clear they would prefer if the US banking industry had closer to 1,500 banks. What happens to the excess banks? They'll be sold and rolled up as management teams retire, as Boards tire of endless regulation, or as these banks are outpaced by technology.
CompleteBankData pulls source data directly and digitally from US regulators meaning we don't introduce the possibility for human transposition error. But data is just a starting point. We've built top in class analytical and research tools that help users save hours of time researching and searching for hard to find data.
Beyond our standard tools we specialize in custom reporting and customized software solutions based on our platform. Please contact us for further details.
SkyTides focuses on deep due diligence research of over-hyped stocks, outright stock frauds and public company individuals of questionable character. We use financial analytics, market research, expert opinions, accounting review, litigation review and other investigative methods, to make our case.
MBA student at the Wharton School, WG '18. Formerly summer hedge fund analyst at Rangeley Capital, focusing on value and event-driven investing. Former investment banking analyst at Goldman Sachs and Business Operations at LinkedIn. Graduated magna cum laude in Applied Mathematics from Harvard. Interested in value and event-driven investing.
Transcend Event Driven Research provides exclusive analysis and insight into corporate events such as mergers, acquisitions, spin-offs, IPOs and restructurings. Our high quality research aims to provide readers with timely and actionable event driven opportunities that will outperform in all market conditions.
By uncovering securities that are trading at a considerable discount to fair market value and by identifying the catalysts that will unlock this value, our unique insights will provide an advantage to investors. Our analysis includes an assessment of investment risk as well as an evaluation of potential outcomes across the capital structure.
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."
I work on the buy-side at a long/short fund. In my former life I was a senior, sell-side analyst at a large regional bank/brokerage firm covering a list of consumer discretionary companies. As a junior analyst on the sell-side I assisted in the coverage of automotive suppliers and OEMs.
2nd Market Capital Advisory specializes in the analysis and trading of real estate securities. Through a selective process and consideration of market dynamics, we aim to construct portfolios for rising streams of dividend income and capital appreciation.
I have 9 years of professional public equity and private equity experience, but I've covered and invested in stocks my whole life. Areas of focus: small/micro cap, spinoffs, value stocks, and special situations.
Would love to meet other like-minded investors!
Also, feel free to check out my blog:
Roddy Boyd is an investigative reporter who has worked for Fortune Magazine, the New York Post, The New York Sun and Institutional Investor News. He also founded The Financial Investigator website, www.thefinancialinvestigator.com. I also wrote "Fatal Risk," on the collapse of AIG.
Most recently, he has founded the Southern Investigative Reporting Foundation, www.sirf-online.org.
SIRF is dedicated to providing document-driven investigative reporting on publicly traded companies. Our work is centered on providing accountability and information to the investing public and regulators. We are organized as a tax-exempt organization, are members of the Investigative News Network and gladly adhere to the highest standards of journalistic integrity. We do not invest in any securities, short or long, and do not take payment for our work. No one sees our work prior to publication.
Kerrisdale Capital is a private investment manager that focuses on value and special situations investments. We manage investment partnerships and separately managed accounts.
I have experienced two major booms and busts as an equity professional since the late 90s plus a few smaller ones. This has been the best financial education I could hope for.
I have worked for big and small firms, buy- and sell- side. I have seen plenty of folly and some brilliance. Hopefully I have learned a bit from both.
-Professional asset management.
Solutions for private investors.
Interactive Brokers Java API
I do things like what this algo trader does:
Java Swing App. algo: https://www.youtube.com/watch?v=wU4odLFcDrE
Market orders: https://www.youtube.com/watch?v=ZvOkWsSkFbg
Folow me on:
twitter: @Maudes_Capital / linkedin: Maudes Capital
/ Facebook: https://www.facebook.com/profile.php?id=100013485136058
Looking for blatant mispricing typically under $1bn market cap -- in either direction, with a short bias. L/S equity fund analyst. Passed all levels of the CFA program; MBA in finance from a top-5 school.
Please note that the article that you are reading here was originally written on my blog and is republished in Seeking Alpha and other forums. Consequently, I neither track nor respond to comments here. I am sorry! ================ Editors' Note: Seeking Alpha monitors Dr. Damodaran blog and posts relevant articles on his behalf.