http://www.wangchukcapital.com As a value investor, I focus on businesses that I understand and trade at low valuations. If I can’t understand the business, I don’t invest. I identify potential investments by conducting my own research and due diligence on companies that investors appear to have become overly pessimistic about. My strategy is to invest in companies that trade at a discount to my estimate of fair value. I focus on deep value micro and nano-cap companies.
Born and raised in the USA, graduated with a degree in Finance then worked at a multi-strategy global hedge fund for about 4 years analyzing stocks all over the world. In 2007 I left the USA and moved to China to study Chinese and start a business. Now, I am the CEO and Co-founder of eFin which provides wall street level research to main street investors via a proprietary algorithm. Our eFin scoe that takes into consideration hundreds of factors to provide the best period of time to make an investment in a stock.
Nevertheless, my experience working at the hedge fund and running my own business has improved vastly my investment making decisions. I believe Warren Buffett said it best “I am a better investor because I am a businessman and a better businessman because I am an investor”. I have had my share of busts and winners and have gotten wise enough to always look at both sides of every investment no matter how negative or optimistic the situation is.
An Industrial Food Safety Engineer graduated from the National School of Engineers of agriculture works in France, Youssef has been a Quality Compliance Auditor for DQS Global Customer “The Coca-Cola Company” Project in Africa French speaking area. Audits were conducted against Coca-Cola QEOSH requirements. Since then he is responsible for managing DQS auditor’s files, from the process of their qualification until their allocation to audits. He is also carrying out ISO9001 internal audits, DQS management review and searching for new business opportunities. His areas of expertise are Quality, Security and Environment management systems related to Food industries sector.
I am the President and Portfolio Manager at Motiwala Capital LLC, a Registered Investment Advisor in the state of Texas. I employ a value oriented investment philosophy. I look for quality companies that have strong balance sheets, produce stable free cashflow and generate above average returns on capital. We purchase at attractive discounts to their intrinsic value.
I started managing separate accounts in 2011. Currently managed $5.4million in assets. Please find presentations, interviews and client letters at www.motiwalacapital.com
For all my write ups visit www.nonamestocks.com
Individual investor just trying to do my best. I started reading about finance and investing in January 2013. I began buying stocks in Apr 2013 and my eyes were opened to value investing in the summer of 2013 when I found oldschoolvalue.com and read F Wall Street.
When I began reading I knew nothing of finance so I just started with something I'd heard of -- Rich Dad Poor Dad. After realizing that was not for me I moved to Jim Cramer. Cramer is much too fast paced and broad for me so I moved to Buffett books. That's when it began to make sense and I bought my first stocks. F Wall Street was next and finally someone told me when to sell as well as buy so I was hooked. I moved on to Graham, Greenblatt, and Klarmen and I keep on going.
I am interested in any stock and any sector. As long as I can understand the company or situation and explain why the stock is too cheap then I will invest. I prefer micro caps because I feel I can generate an edge with the smaller stocks that isn't available with the large stocks that everyone is looking at.
I am constantly learning and my style is evolving. I believe that children are the ultimate test of patience but owning stocks is not too far behind. I am fine with holding stocks for years or months, it all depends on the situation. I prefer less activity to more and when in doubt, I do nothing.
Seeking investments without using the ridiculous style-box approach. If I can make a return in excess of what I judge the risk to be, I'll invest. Over time, using a Kelly formula, I tend to weight positions from 2-10%. A diversified portfolio is a career-saving move, not an investment philosophy.
My primary focus is on Risk Arbitrage but at various times over the past 20 years I've had the majority of my funds in: Value, Growth, Spinoffs, Special Sit, Momentum, Junk, Defaulted Debt, Preferreds, and Converts; all have their place and time.
I'll try to use options if possible to magnify returns for
Electrical engineer who discovered a passion for stock investing. Interested in value investing, particularly event driven value investing opportunities. Also interested in growth stocks with moats and long runways, as well as, shorting stocks of companies based on fundamentals, business model, and quality of the management.
Disclaimer: Please perform your own due diligence and consult your investment advisor before taking a position. No information published by this author should be considered as a formal investment recommendation.
Thomas Bachrach, CFA is the founder and principal of PFH Capital, a single family office and financial consultancy. He received his BA in Economics from Cornell University in 2005 and became a CFA charterholder in 2014. He resides in the Philadelphia area with his wife and two young girls.