I have a Masters in Engineering and have been investing and trading for 10+ years, mostly in stocks, CEFs, and options, mostly simple options strategies. I prefer value and dividend investing focusing in the financial, utility and energy sectors. I'm always looking to learn and will take requests for bank or insurance stock analysis. If you want me to do a deep dive on it, drop me a line and I'll do it.
I am a 'deep value' investor/analyst mainly focused on the US small-cap universe. I started out with a long-only bias (stocks trading close to NCAV etc.), but I have now started to focus on the short side as well. I am especially interested in instances of aggressive accounting and earnings manipulation. I am always looking to connect with fellow investors/analysts so do not hesitate to contact me! I am also passively looking for a job on the buy-side.
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.
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Portfolio Manager and Research Analyst at Opus Capital Management. Opinions I express here are my own and should not be construed as reflecting the viewpoints of my employer.
Value investor running a long-only partnership/SMAs, as well as a Marketplace subscription for objective buyside research. Pseudonymous to protect my IR access but I’m always up for a conversation with anyone interested in value investing or mental models. I also collaborate with a few well-known hedge fund managers and am open to swapping notes if we're looking at similar names.
My Marketplace subscription service, called “Outsourced Analyst,” provides small-mid-sized funds, family offices, or high-net-worth investors the workflow of an analyst for a hundredth of the price. I write objective coverage of high-quality, underfollowed small-caps that I'm working on / following. Subscribers also have early (sometimes exclusive) access to writeups of some of my best ideas like those I've posted on LQDT, CRAI, FC, LGIH, BOOM, CSWI, and so on. Bonus material is thought pieces - I place a lot of emphasis on learning and getting better - so if/when I make mistakes, I'll write up postmortems with what I learned, and maybe they'll help you as well... Membership will be limited to the first 250 subscribers.
Seeking Alpha T&C requires me to disclose that I'm a registered investment advisor; regulations require me to reiterate that nothing I say is investment advice - it's just my Monday-morning-quarterback opinion for your entertainment and amusement. Always do your own due diligence, consider your own financial position, and consult your preferred financial professional before making any investment decision.
“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.
John Huber is the portfolio manager of Saber Capital Management, LLC, an investment firm that manages separate accounts for clients. Saber employs a value investing strategy with a primary goal of patiently compounding capital for the long-term.
John also writes about investing at the blog www.basehitinvesting.com, and can be reached at firstname.lastname@example.org.
I spend most of my time reading through annual reports looking for a small-cap stock to feature in my monthly edition of "The Conservative Investor Digest." That is where you can find my best work, and that is where I focus my research. You can become a subscriber here: https://gumroad.com/l/HmqJx
I run the long-term investing website "The Conservative Income Investor" which can be found at: www.theconservativeincomeinvestor.com
I spent eight years at Bank of America in New York (1978-86) covering Wall Street, then moved to Moody's Investors Service where I worked for 22 years, covering banks, sovereigns and corporates. I chaired the Credit Policy Committee for four years. I retired in 2007 as vice chairman.
PLEASE FOLLOW ME ON TWITTER: @christophermah3
My philosophy: I am a libertarian, a market monetarist, an admirer of Fisher, Friedman and Minsky. I believe in a strong safety net and strict regulation of the financial system. I support most of Dodd-Frank. I think that the world's #1 problem today is inadequate inflation and nominal growth. I believe that the Fed should have two mandates: financial stability, and a nominal output target. I follow Scott Sumner and the other market monetarists. I respect Krugman as a brilliant economist who happens to be a leftist.
In addition to publishing at Seeking Alpha, I have my own financial blog at http://capitalismandfredom.blogspot.com
Our team is based in Chicago and New York with experience at Google, The Wall Street Journal, Bear Stearns, Lehman Brothers, Tribune and WallStreetView.
YCharts visualizes massive amounts of market information to identify companies with long-term competitive advantages and appropriate valuations. Fundamentals matter and we believe it’s important to understand how companies perform over time and relative to their peers. We cover over 20,000 U.S. & Canadian companies and manage over 40 million investor trends in real-time.
Twitter: @IbexInvestor; (https://twitter.com/IbexInvestor)
Value investing partnership/hedge fund with a focus on value investing and special situations. The portfolio is very focused, and I typically hold between 20-25 individual long positions in common stocks.
I received my MBA in analytic finance and economics from the University of Chicago's Booth School of Business in March of 2013, where I learned a significant amount about investing. Over the course of my life I've learned immeasurably more from a class that occurs one Saturday every year in Omaha, Nebraska. The class is virtually free of charge, and taught by two elderly men named Warren and Charlie. They teach me more about investing, business and life in 8 hours every year than a lifetime of MBA classes could, and I'm eternally grateful to them. I am also a licensed certified public accountant (CPA) in the state of Illinois.
Kirk YU has a B.Soc.Sci and M.Econ from the University of Hong Kong. He also holds a CFA charter. He has over 20 years of experience in investment research and asset management, and was a regular contributor to Asiawise.com.
I am currently an undergraduate student majoring in Finance and Computer Science. I plan on writing articles with a focus on growth companies and the TMT sector. I have been investing for four years now primarily in REIT's and Tech companies where I have outperformed respective indices and the S&P500 as a whole.
To view a historical list of all the companies that have been the subject of my articles, please follow the link: https://docs.google.com/spreadsheets/d/170rHmTxaaFpcXyGFWiwYXn8py0g8m67eL10G-LVisxo/edit?usp=sharing
In the spreadsheet, you can have the ability to assess my track record and performance.
Scott Ryan Anderson is a former Financial Advisor and host of multiple radio talk shows in South Florida including WSBR AM740AM in Boca Raton, Florida (Moneytalk Radio Network affiliate) and 1340AM WPBR in West Palm Beach, Florida. Scott also holds a B.A. in Broadcast Communications from Geneva College. With a passion for writing as well as broadcasting, has spent the past two decades building a track record of prescient stock selection. As strong proponent of value investing, he looks for value as a bull and a bear, long and short. He believes that in raging bull markets, the best value can sometimes be found on the short side of the market and does not hesitate to take advantage of companies with securities trading far above what he believes to be there “intrinsic value” by taking a short position. Scott Currently publishes financial and political columns through his websites and sells no advice or newsletters.
If you like what you read don't hesitate to message me. My research is self directed and my views are completely my own. No requests from Investor Relations personnel please.
Peter E. Greulich spent thirty years at IBM as a salesman, brand manager, worldwide product/market manager and sales instructor. He’s interviewed thousands of IBMers worldwide—from the United States to China, Canada to Brazil, and Australia to Scandinavia.
The themes in his writings reflect these discussions, his own corporate experiences, and a five-year journey to understand Thomas J. Watson Sr.’s leadership—a guiding force, that in the face of nine recessions, the Great Depression and four of the six steepest U.S. stock market declines, created one of the 20th Century’s greatest corporations.
His writings include:
- The World’s Greatest Salesman: An IBM Caretaker’s Perspective: Looking Back
- A View from Beneath the Dancing Elephant: Rediscovering IBM’s Corporate Constitution
I am a retired professor, a retired investment adviser, and currently a private investor and full-time tennis pro. I bought my first stock in a custodial account in 1958. I am a student of history, particularly military and economic/market history. The intellectual passions of my retirement years are markets, mathematics, and quantum theory. I like to travel. I served in Vietnam.
I have over 17 years experience in the hedge fund industry working as a Portfolio Manager, Domestic Equity Analyst and Trader. I was the Portfolio Manager of a domestic Hedged Equity product with gross assets that peaked over 1 Billion dollars, and I have over 18 years experience generating both long and short ideas in domestic equities. I am a fundamental, bottoms up, value investor in long investments, and catalyst oriented short investor. I like to employ technical analysis as a balance to my fundamental work, and also as a risk management characteristic to my overall investment philosophy. I am currently investing my own capital in a similar manner I employed while working in the hedge fund industry.