I have been investing in stocks for over 20 years. Lot of failures during those years. I have been succesful investor for the last few years. I am a Graham & Dod style investor and avid reader of the stock Market. I am an Engineer working in the Auto Industry for the last 20 years.
I have been investing ever since I was 12 and sold my nintendo 64 to fund my first trade. Since then, I earned a degree in economics with high honors from Harvard University, an MBA from the University of Chicago Booth School of Business and am completing my dissertation for a PhD in finance from Chicago Booth. I also worked 2 years as an analyst at Peter J. Solomon - an Mergers and Acquisitions investment bank in New York City.
I am a long term, value investor. I believe that beating the markets in the short term is tough! Studying under Nobel Prize winner Eugene Fama, I appreciate the efficient markets view of the world and that very few managers consistently outperform the markets. However, theory also recognizes the long-term outperformance of value stocks, especially small-cap distressed stocks.
I look for high-quality, distressed companies that will survive the distress and prosper in years to come. Distressed companies may have very low valuations relative to prior years, and the stock price may be highly volatile - frequently moving 10+/- percent in a single day. These stocks are difficult to hold for investors that lack the deep understanding of the business that justifies that the stock is trading at large margin of safety. I look for simple, hard-to-kill businesses with clean balance sheets, strong and shareholder-friendly management, insider buying and predictable catalysts. I hope to shed light on a diversified portfolio of these opportunities to help other investors survive the distress and prosper when Mr. Market turns in their favor.
I'm a chartered accountant by profession, hailing from India, who is also pursuing CFA. I look for investments that generate strong value in the long run, and also help investors avoid pitfalls through my analysis.
40 years in business and consulting. Broad array of experience in manufacturing, energy, environmental. I've worked on power plants, pipelines, railroads, drill rigs, and more. Spent more time permitting facilities and working on environmental impact studies than I care to remember. Started life as a young idealistic liberal. Evolved to a practical business person with a jaundiced eye of the role of government in our lives.
Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry and exit points.
Mark Holder graduated from the University of Tulsa with a double major in accounting & finance. He's been interested in the stock market since college and began managing investments for friends and family more than 20 years ago. Mark has his Series 65 and is also a CPA.
Invest with Stone Fox Capital's model portfolios on Covestor.com as he makes real time trades. Covestor also allows followers to duplicate the model portfolio in their own brokerage accounts. You can find the portfolio and more details here:
Follow Mark on twitter: @stonefoxcapital
Private Investor - Ex FX trader - Freelance investment writer - Part-time blogger. Background in investing in small caps and day trading stocks. Now focused in longer term investing and detailed company analysis.
I am an undergraduate student (UQAC) living in Quebec, Canada.
I consider myself as a deep-value investor.
Getting my CFA designation is definitely an objective for the future. Feel free to send me an email for any questions.
Thanks for reading.
Email adress: firstname.lastname@example.org
I have more than 10 years experience investing in commodities and hard assets such as gold and silver miners, exploration companies, oil and gas producers, MLPs, and various other sectors.
Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.
I have a BA in Economics and another in Political Science. I've been working for the past 3 years in the investment banking industry, where I've been involved in several IPO's. This experience has taught me where to look when assessing a company's potential in creating value.
I recently passed my CFA level I exam and look forward to taking the next level on June 2015.
I invest my own money following a very aggressive strategy. 80% of my portfolio is allocated in a few companies where I see exceptional value potential in the next 12 months.
B.A. in economics and MBA from top 10 business school. I have over 10 years of M&A / corporate finance experience. Currently head the New York Shock Exchange (www.newyorkshockexchange.com), a youth mentorship program that teaches investment management skills and competitive basketball skills.
Old school investment analysis by 30 year stock market veteran Stan Barton.
The past editor of STOCK ACTION advisory letter and past coordinator of the MENSA investment group is now helping successful people develop and preserve their legacy at Barton Legacy Advisor, LLC.
For a free consultation contact him at www.bartonla.com
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
I taught my self investing after I got tired of losing money in the hands of so called "professionals" over the years. I figured it's better if I lose my own money - at least I can blame no one else for my mistakes.
I immigrated to Canada from India in the 80's with $10 in my pocket and have not done badly. I am grateful to Canada for giving me the opportunity to succeed and build a good life. I lived in the US for a couple of years but returned to Canada. The similarities and differences between the two countries fascinate me, I have a Bachelor's degree in Pharmacy (I am a Ontario licensed Pharmacist), and was "retired" recently from the R&D department of a major Pharma company. I also have an MBA from the University of Saskatchewan.
Over the last 15 years, through a combination of interest, hardwork and luck, I have accumulated a portfolio which has made me financially independent (at least on paper), while making all the rookie mistakes and enduring two big bear markets fully invested (the last one with leverage) and holding a full time professional job and raising a family. The 2007-09 bear market has taught me that technical's are important and its important to raise cash at the right time. I follow the economic indicators carefully with the hope of avoiding (at least partially) a bear market. I continue to learn from experience and the read economic and financial commentary voraciously. I like to think I am playing the long game which takes guts, skill and patience.
My investing style is value - with a GARP orientation. My experience is that a few home runs make up for a many strike-outs, though now I focus more on stealing singles. I realize that Investing is a "losers game", to win you need to minimize your losses but at the same time, if there is no risk, there is no gain. I like to be highly diversified and routinely follow over a 100 positions. I invest, not trade, waiting patiently for a fat pitch.
Thanks for stopping by and good luck investing.
Independent investor with extensive financial experience. Numerous years of trading securities, personal portfolio manager. Main interests are in tech and banking. Personal focus is on tech growth opportunities and deep value plays in the banking sector. Happy to respond to article comments, but often unable to do so because of hectic work schedule.
Research investment analyst for Chicago consulting firm until 2009. In this role I was the lead analyst on large 401k plans, pensions and endowments totaling over $20 billion in assets. I also headed analyst research on fixed income and hedge fund of funds portfolios. Today, I focus my research on finding value stocks with sound fundamentals and healthy cash flow. I concentrate my personal portfolio on quality dividend growth stocks and keep an active watch list of over 150 stocks to add on pull backs or at an attractive valuation.
I exited the finance industry in 2010 to follow my dream of becoming a firefighter. I now live and work in Texas. I consider myself a value investor and tend to stay away from speculation stocks.
Steven Grey is the founder and managing principal of Grey Value Management, LLC, a privately-held investment entity.
Before founding Grey Value Management he was the Chief Investment Officer of Freedom Capital Partners, a firm based in Alexandria, Virginia managing in excess of $200 MM of private capital. Prior to Freedom Capital he helped launch and was Managing Director of Risk at Albright Capital Management, a Washington DC-based investment advisory firm chaired by Madeleine K. Albright, the 64th Secretary of State of the United States. At inception, Albright Capital managed over $300 MM across a wide spectrum of geographies and asset classes, with a focus on emerging markets. For several years he was co-manager of Windward Capital, LLC, an event-driven hedge fund that was launched in March 1999 and managed over $100 MM.
On occasion an activist investor, prior to his time with Windward Capital Steven ran Grey Value Holdings, LLC., an investment vehicle dedicated to leveraged buyouts which raised over $500 MM in capital. Before Grey Value Holdings he was an associate portfolio manager at Neuberger Berman Inc.
Steven was a teaching assistant at Columbia University’s Graduate School of Business, from which he graduated with an MBA in 1997. He also graduated from the Tulane University School of Law (JD) in 1995, studying law in both the US and Japan, with a focus on corporate and securities law. He received his BA from the University of Texas at Austin (honors) in 1990. He has testified as an expert witness in securities litigation, served as a panelist in investment conferences, and is registered under Series 7 and Series 63.
Steven began investing in stocks at the age of 13 with the purchase of a utility stock featuring a ridiculously high dividend. A Texan by birth, his global meanderings include over 3 years in Tokyo, as well as significant time spent in Hong Kong, Thailand, India, and various locations in Europe and elsewhere. Other sojourns include a wander through the alleyways of Byzantium in Istanbul, as well as multiple motorcycle journeys, including an 8,000 mile solo trip through the US, an excursion across Australia, and most recently a 6,000 mile loop through Canada.
His first real influence in investing was his father, a pilot by profession and still one of the shrewdest investors he has ever known. Steven's mentor in investment analysis was a legendary investor and fellow motorcyclist from Demopolis, Alabama who formerly co-managed (with a man later accused of breaking the Bank of England) one of the largest and most successful hedge funds of all time.
His interests include motorcycles, travel, art, literature, music, snowboarding, and flying. He is a member in good standing of the United States Coast Guard Auxiliary, Flotilla 51.
I began investing at the age of 14 and, at the age of 21, secured a job as a financial consultant at a top Wall Street firm. At 23, I was managing $65 million in client funds. Ultimately frustrated by Wall Street's prevalent practice of contradictory buy-side/sell-side analysis and behavior, I obtained my MBA from a top business school and became a proprietary trader contributing to a successful firm.
Having studied options trading, finance theories, efficient markets and economics, I learned that although not worthless, formal education was ultimately irrelevant to peak performance in real-world market application. Upon achieving consistent above-market returns, I started my own fund just 1 day before the market peak in October, 2007. Now I look to share ideas with the investing/trading community to help offset the toxic practices so prevalent on Wall Street.
Adam Gefvert is the head researcher for White Diamond Research, a research firm for hedge funds and high net worth individuals. Primarily a short seller, he has saved investors millions of dollars by exposing highly overvalued small cap stocks. He has a 90%+ success rate with his Seeking Alpha short ideas. He specializes in technology, energy, and biotech stocks, because those are the sectors with the greatest valuation inefficiencies.
You can follow Adam on twitter @shiningboy
Dallas currently owns and operates as CEO an Austin-based enterprise consulting firm that specializes in private company lifecycle management, up to and including taking companies public, and in helping consult publicly traded companies ranging in market cap from $100 million to $500 million. He has a specialization in deal flow management and is often the referring and closing source of Joint Ventures and broader M&A. Dallas often works directly with management teams and Boards of microcap and stressed equity companies in which he or members of his professional network are heavily invested. This includes helping with overall strategy, helping with capital structure management, helping facilitate liquidity, helping facilitate Joint Ventures and broader M&A, and helping restructure the business segments if necessary. Recently Dallas has been interviewed by The Pittsburgh Business Times, The Banker, Columbus Business First, Houston Business Journal, The Deal, Energy Intelligence, and his tweets have been used by CNBC to highlight hot button issues regarding Carl Icahn, Bill Ackman, Nelson Peltz’s takeover attempts at DuPont, etc. Dallas has also been quoted and sourced to by StreetSweeper.org, Marcellus.com, MarcellusDrilling.com, Bakken.com, OilOnline.com, and other physical and online publications. "One place of great inefficiency is in the stressed equity markets – or the markets in which a company appears as bankruptcy or a breakup is inevitable. As equities become stressed they often sell down to absurd levels of value that present, should there be value to be unlocked, opportunities for “venture level” returns. These often range in the 3X-10X range. With my unique ability to actually improve business outcomes by working directly with a company and management/Board I’m in a position, should I view the underlying business as salvageable, to directly improve the long-term viability of the company. I am NOT simply an investor in these names but an acting consultant. This allows me to “overlay my network” and to move the company away from a stressed or defaulting outcome and into an outcome probability that allows the equity price to move substantially higher. Identifying these opportunities has generated shareholders and investors thousands of percentage points in aggregate and is something I’m often recognized by paying subscribers for."
BS in Economics, MA in Public Policy (International Economic Policy). J is a well-known voice in the global shipping community, with unparalleled investment results and a penchant for activist investing.
Mintzmyer founded Value Investor's Edge, a top-ranked deep value research service in May 2015, with the goal of establishing a top-tier community of deep value investors and activists. Value Investor's Edge subscribers leverage exclusive in-depth analytic reports and community investment experience to discover disconnects in global shipping and a variety of other beaten down sectors.
TipRanks.com ranked Mintzmyer’s performance in the top 3% of all global analysts at the end of 2015 for his 2-year investment performance. While compiling his research, Mintzmyer has interviewed numerous management teams at public maritime firms, and has worked with a multitude of investors. His exclusive analysis has received numerous 'Top Idea,' 'Must Read,' and 'Small Cap Insight' awards.
J is a CFA candidate and investment enthusiast who utilizes Seeking Alpha to provide an open exchange of both trading and investment ideas. Masters in Public Policy, with focus on International Security & Economic Policy from the University of Maryland, College Park. Distinguished Graduate of the United States Air Force Academy with a B.S. in Economics. President of Mintzmyer Investments LLC, a financial services company specializing in equity research and hedge fund advisory.
Extensive background in financial analysis, equity research, accounting, portfolio management, and customized asset allocation through nearly a decade of formalized education, personal studies, and practical experience. Avid reader of business/investments and biographies.
Legal Disclaimer: Any related contributions to Seeking Alpha, or elsewhere on the web, are to be construed as personal opinion only and do NOT constitute investment advice. An investor should always conduct personal due diligence before initiating a position. Provided articles and comments should NEVER be construed as official business recommendations. In efforts to keep full transparency, related positions will be disclosed at the end of each article to the maximum extent practicable. The majority of trades are reported live on Twitter, but this cannot be guaranteed due to technical constraints.
My premium service is a research and opinion subscription. No personalized investment advice will ever be given. I am not registered as an investment adviser, nor do I have any plans to pursue this path. No statements should be construed as anything but opinion, and the liability of all investment decisions reside with the individual. Although I do my utmost to procure high quality information, investors should always do their own due diligence and fact check all research prior to making any investment decisions. Any direct engagements with readers should always be viewed as hypothetical examples or simple exchanges of opinion as nothing is ever classified as “advice” in any sense of the word.
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).
Qualified professional with MBA in Finance. Provides various Financial Consultancies and spends time on analysis of various stocks.Keeps a close watch on stock markets & likes to invest in dividend paying companies and mutual fund
Spent my entire 28 year career on Wall Street with over a decade at Bear Stearns. No "Wall Street Titan" in real life but WST is an alias that I've used for years on Yahoo so I use it when I write on SA. I have gained a significant amount of knowledge regarding the stem cell sector over the years and have recently launched a premium service covering this exciting area.
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.
I am a 65 year old retired engineer and company manager. I have been investing in the stock market for twenty years.
I was involved in engineering for the mining industry, so I like to write about mining companies. However, I will write about whatever catches my interest.
I believe in value investing, and fundamental analysis, and I look for stocks which are undervalued with a low risk profile
I am an investor relations consultant with 25+ years experience steering IR strategy and outreach for over 100 companies across a range of industries. We launched Catalyst Global in early 2012 to serve as a platform for innovating the IR role to better address the radically different dynamics and needs of public companies and investors.
Catalyst's mission is combining senior level experience and counsel with targeted outreach and efficient communications to deliver real change and share price results for "smidcap" companies in today's markets. We understand relationships and credibility take time, and we root all our work in integrity, candor and a focus on ROI.
I post on Seeking Alpha to expand the reach of client and other investment stories we like - and to understand the nature of these new channels of communication. Networking ideas and working with new media is integral to the IR function - plus it's fun.
CG Focus List is a separate service we use to highlight specific investment stories brought to us by some of the really smart investors we know. Profiled companies can be clients, ex-clients, non-clients or desired clients - but they are stories that offer very attractive investment potential and commensurate risk (there's no free ride in investing!)
My posts are NOT endorsed by the Companies on which I write - client or otherwise. We believe in truth and fair play at all times, and at all costs, and gravitate to those who share that view.
I am a former engineer in topography (ESGT Paris 80) and specialized later in metrology or very precise measurement (CERN). I was interested in quantum metrology for a while...
I live mostly between California (Santa Monica), Provence-Cote d'Azur (Where my children and grandchildren live) and Sweden (South West Skåne) with my loving wife.
I am managing (investment manager) a large and old private family fund and trade personally a medium-size portfolio for over 25 years
“Logic will get you from A to B. Imagination will take you everywhere.” Einstein.