Founded in 2008, we are the general partner of two private investment vehicles (closed to new investors) with a total of $83 million in assets under management. We are not an investment adviser; please do not contact us regarding investment advisory services. If you are an institutional investor who wishes to discuss a shared position, we welcome the opportunity.
I am 25 years old. My style also weighed towards my personality of being against crowd opinion.
I was born contrarian, an Austrian economist by education, and a value-investor by preference. Thus for investments
I also believe in a three legged approach towards risk management: studying complexity theory, black swans, and most importantly the anti-fragile.
The 2 sides (investment and philosophy) overlap with one another (risk management) to create a unique framework.
The laws of unintended consequences have never been more prominent. Thus with the elites prognosis for trying to:
1. fix 2008 2. get their 2-3% inflation and 3. get global growth out of the anemic >2% range, the law of unintended consequences has never been more crucial.
History is littered with the corpses of many that thought what they were doing was correct and just.
Therefore one should not be fragile.
By understanding financial history, cycles, and theory - the individual can position themselves to be 'anti-fragile' and prosper from the disorder.
If I had to sum up my investing philosophy it would go as followed: Austrian Economic theory for finding imbalances and bubbles in a macro world view (countries printing money, high debts, artificial interest rates, etc). Use a contrarian opinion with regards to sectors and industries (example: everyone hates uranium and precious metal miners in 2014). Then use my value investment criteria for analyzing individual companies inside the sector or industry (which company in the hated sector is profitable and trading at a discount relative to cash/sales/assets).
My investment research and obsession for economics goes back to when I was a senior in high school and put the money I made from wiping down tables at the Westin Hotel (total $4 thousand dollars) and invested it in the bear market of 2009.
My investment style after witnessing the 2008 collapse and the harmful intervention in the market from the government helped form my thesis: Anytime the government has interfered in the market, it causes mal-investment which sooner or later will be corrected. Hence the Austrian Trade Cycle Theory is key to my work.
Most likely any company I write about I own shares in. So if investors are worried about allocating capital to companies/funds I recommend, know that I am a shareholder. And I hope nobody believes that I would invest in something that would make me lose money. So that should be enough human incentive on my behalf.
Instagram account: @ademtumerkan
Facebook account: Adem Tumerkan
Gold Stock Trades Editor Jeb Handwerger is a highly sought-after stock analyst syndicated internationally and known throughout the financial industry for his accurate and timely analysis of the equities markets, particularly the metals and mining sector. Subscribe to his FREE Newsletter right now at: http://goldstocktrades.com.
I am a value/activist investor dedicated to the following ideals: (1) Focus on high relative strength, (2) Buy low, sell high aka "buy the dip, sell the rip" (3) Short high, cover low, (4) Go against the crowd, (5) It's all about the rules and discipline- hold them dear (6) Analyze the balance sheet-seek low debt,high cash and hidden value scenarios (7) Cut your losses short, let your gains run, (7) Don’t get emotional, (8) Follow the insiders- buy if they are buying, sell if they are selling (9) Be greedy when others are fearful and fearful when others are greedy.(10) Don't argue with the market unless you detect an inefficiency present-it is smarter than you are. In summary, some of these ideas might be construed as rather trite and overused, but consistent use of them pays off in the long run.
Mr. Krieger specializes in the food sector and is the originator of the "Basic Food Fund" index and the "Dirt Cheap Value Portfolio".Why the food sector? "everybody has to eat'!
He graduated from the University of Southern California with a BS in Business Administration with an emphasis in Corporate Finance. Mark resides in Cowan Heights, California with his wife, son and pug and is interested in mountain biking, gardening and reading.
Full Time Micro Cap Investor. Founder of MicroCapClub.com
Founded in 2011, MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $300m market cap). MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena.
I am the President of TFST Publishing which is a Stock Advisory Service . We publish The Focused Stock Trader an online newsletter www.thefocusedstocktradercom
I have been a stock broker, investment banker, and CEO of 2 micro-cap companies ( see LinkedIn). At the present time I am focused on my newsletter which ended 2013 with 85 profitable trades out of 95 recommendations, for an annualized return of 265%. The Focused Stock Trader recommended the purchase of 49 stocks in 2013. The 49 stocks that were recommended had an average high 64% above The Focused Stock Trader’s recommendation price. The top ten trades all had a high at least 90% above The Focused Stock Trader’s recommendation price. OVERALL THE TOP TEN RECOMMENDATIONS HIGH PRICE HAD AN AVERAGE RETURN OF 170% ABOVE THE FOCUSED STOCK TRADER’S INITIAL RECOMMENDATION PRICE.
You can also follow us on Facebook @ Facebook.com/TheFocusedStockTrader Twiter and LinkedIn
I am Executive Vice-President, Chief Financial Officer and a Director of Input Capital Corp. (TSX.V: INP; INPCF), which is the world's first agricultural commodity streaming company. The company currently has a focus on streaming canola with western Canadian farmers.
I am a Partner at Assiniboia Capital Corp., Canada's leading agriculture investment company. In 2005, I co-founded Assiniboia Farmland LP, which was sold to Canada Pension Plan Investment Board in 2014 for $128 million.
Author of the value investing newsletter detailing the formation of the "Punch Card Portfolio" (http://valueinvestorcanada.blogspot.com/). Devon Shire is an accountant and an investor with 15 years experience managing a private portfolio. Devon Shire's preferred portfolio management style is a concentrated approach, investing only when finding opportunities that offer a sufficient discount to the intrinsic value of a business. Devon can be contacted at email@example.com.
Ex hedge fund analyst. I'm a fervent believer in the principles of value investing and consider it the foundation upon which all successful investing is built. I try and follow the mantra of capital preservation first and capital appreciation second. I feel strongly the best results will be attained by concentrating ones ideas and investing only in those businesses that you believe have excellent competitive positions, good management (hopefully with large holdings) and are trading at a discount to intrinsic value.
I run the blog www.nucleusportfolio.com which is a highly concentrated portfolio managed for family.
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
I write about emerging and frontier markets in Asia. I now primarily contribute work to Forbes Asia. My most recent work and my complete bio can be found on Forbes Asia's site:
If it is easier, you can find my recent work sorted by country on this Seeking Alpha blog:
You can follow me on Twitter here: https://twitter.com/FrontierWriter
You can find me on Linked In here (I accept 98% of connection requests): http://www.linkedin.com/pub/jon-springer/42/b15/844
I would like to thank Seeking Alpha's editorial staff for giving me a start in this profession. In particular I would like to thank George Moriarty and Eli Hoffman.
I will contribute still to Seeking Alpha from time to time as the opportunity presents itself.
The picture is a young man pole-vaulting a bull in Pamplona, Spain, as part of the festivities around the annual running of the bulls. "Play with the bull, avoid the horns."
I'm an investor and a Chartered Business Valuator (CBV). I have been investing since I was a teenager. I love my work. I manage a private investment company and I specialize in business valuation.
I'm a huge skeptic by nature. If you had to put me in an investment category, I would fall under "contrarian/value" investor. It's not an investment style that I picked but one that reflects my personality.
Regarding my articles, I think to present my ideas present in a neutral light, without any hype or promotion, which is a rare thing these days.
Please note that any articles or comments on Seeking Alpha are not linked to my work, and the opinions or content mentioned are mine personally.
Jorge Valcarcel is currently the CIO of Andes Securities SAFI, a regulated investment management firm based in Lima, Peru serving both institutional and individual clients around the world. A native of Lima, Jorge has worked in both New York and Zurich in various functions within Credit Suisse and Goldman Sachs.
Caiman Valores is a Colombian investment consultancy operated by Matt Smith who has over a decade of experience in investment management. He speaks Spanish, has travelled extensively through South America and lives in Colombia. His approach to investment analysis relies on gaining a fundamental understanding of the company and then applying a macro-economic overlay. Matt has over two decades of experience in investing and working within investment management and high net worth banking.
He earned a Master of Business Law from the University of Sydney, a Master of Arts in International Relations and a Bachelor Degree in Political Science and Economics from the University of New South Wales.
Please feel free to contact him if you have questions regarding investments, writing, or speaking opportunities via email at firstname.lastname@example.org.
Value Digger holds MSc. in Electrical Engineering, speaks four languages and has lived in the U.S. for many years. Also, he is a full-time investor and a freelance writer with one of the highest Followers per Article (F/A) rates in Seeking Alpha. His F/A rate in Seeking Alpha is above 30.
After creating "Nathan's Bulletin" (a subscription-based investment guide for investors who can't afford a financial advisor), Value Digger launched a subscription-based Premium Service in Seeking Alpha entitled "A Fundamental Investor's Stock Club" which includes an unparalleled, actively-managed and high-return Portfolio of unknown and/or underfollowed stocks. Regularly updated and detailed lists in his Premium Posts PROVE these high returns. For reference, when Value Digger was managing money in the early 2000s, his Portfolio's annual ROI consistently exceeded 50%. His Premium Research is based on a comprehensive review of company-specific factors, macro conditions, competitors and the industry trends.
When it comes to his publicly-available picks and his free Seeking Alpha articles, Value Digger is ranked in the TOP-50 with a success rate of over 80%, an average return per recommendation of over 30% and a 5-star rating according to TipRanks.com, which is the highest category quality ranking used to evaluate financial experts. TipRanks.com is a comprehensive investing tool that allows private investors and day traders to see the measured performance of anyone who publicly provides financial advice. TipRanks.com collects data, evaluates and ranks 9,000 financial experts worldwide.
After almost 30 years of investing experience in the international markets (U.S., Canada, Australia, Europe), Value Digger has formulated a deep understanding of valuation analysis and his investment philosophy is firmly grounded in Ben Graham-style value-oriented opportunities that often have an assymetric risk/reward profile. On that front, he has created a unique proprietary database with thousands of publicly-traded companies per sector, which helps him spot the bargains and the bubbles before many investors find them.
Full-time investor searching for talented operators, clean capital structures & scalable growth. No cigar butts or conventional wisdom. My investment philosophy is similar to how I live my life: acquire a few prized possessions at the right price, minimize clutter and maintain flexibility. Twitter: @indievestments
Investment professional and CFA charterholder. I write on Seeking Alpha as a personal hobby and to elicit feedback on specific ideas and topics, help organize my thinking, and connect with intelligent people.
Our team at Durig Capital work tirelessly to provide you with the premier Global Fixed Income services that to help US and World investors.
We achieve high institutional yields from around the globe for the retail investor.
Search the globe for best yielding investments, providing updated fundamental research on several high yielding bonds institutional bonds, that combined with our low cost assistance, our clients can broadly diversify their fixed income portfolio while at the same time often greatly increasing their yields.
We identify, research and place bonds repeatably at higher yielding institution levels, often sidestepping costly traders and middlemen, providing a direct service at a very low fee. This service allows our clients to achieve a much higher income combined with far greater diversification.
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Prescience Point's founders have over 25 years of combined Wall Street experience, and a significant track-record of successful short recommendations.
The sole focus of our company is to conduct comprehensive fundamental research, and uncover companies that are engaging in fraudulent or misleading business practices. We partner with leading hedge funds, private investigators, accountants, lawyers and industry experts to conduct our research process. We take an activist role to communicate our findings to regulators, shareholders, and other public constituents.
Our firm was founded on the belief that investors deserve full and complete honesty, transparency and accountability from corporations they invest with. We set high expectations and standards for our research process and opinions, and strive to achieve the respect from our readers for our integrity, intellectual honesty, analytical rigor, and accuracy of our conclusions.
Malcolm holds a MSc in Geology and has 13 years of experience spanning the resource and investment industries. He started his career as a geoscientist at PanCanadian Petroleum (now EnCana) before transitioning into the investment industry as an international energy research analyst at Wellington West Capital Markets. Before joining Hydra Capital, Malcolm was a Vice President at K2 & Associates Investment Management where he focused on the energy and materials sectors.
Robert Hauver, MBA, is a Registered Investment Advisor Representative. He publishes The Double Dividend Stock Alert, a monthly investment newsletter that features the best dividend stocks and option selling strategies for income investors.
TipRanks rates DoubleDividendStocks in the Top 10 of all financial bloggers.
The https://www.DoubleDividendStocks.com website also features High Dividend Stocks By Sector Tables, and Covered Calls & Cash Secured Puts Tables, a Dividend Stocks blog, and a a Stock Market News & Data page. 845-225-4094
Glen Bradford MBA is a born again independently wealthy accredited private investor and prior hedge fund titan that enjoys the process of discovering where and why he's wrong as soon as possible. He contributes to Seeking Alpha primarily to read people's negative feedback so that he can avoid generating unnecessary losses.
The absolute best you can do is give someone an opportunity and incentive to take it.
Take upon yourself worth carrying and enjoy as your own.
"Uncertainty will certainly work for me." - Glen Bradford March 2009.
I am individual investor with over 35 years investing experience. I have traded almost everything you can over that time. I prefer investing in microcaps as there can be above average rewards along with higher risk. The areas I follow very closely are: Technology, Intellectual Property, Precious Metals, Rare Earths, mining companies and Biotechs. Picking the emerging leaders can provide huge rewards for early investors. I blog on topics that are of interest to me and on ones that I hope will generate good discussion. I don’t consider myself an expert in any one area, but know a little about a lot of things. I believe as soon as we stop learning, we stop living.
I am also a guest contributor to the Patent Stock Review, the most comprehensive investment research and news aggregation service on Wall Street, covering publicly traded companies seeking to monetize their IP portfolios, or "Patent Play Stocks."
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