Nirav Desai is Chief Investment Officer at Qubera Wealth Management.
Nirav has an MBA in Finance and Real Estate from the Anderson School of Management at UCLA, as well as an MS in Computer Science from the University of Southern California.
He started investing 20 years ago when he bought his first stock at the age of 16, and has more than eight years of experience in the finance industry including Investment Research, Commercial Banking, Hedge Funds, Real Estate and Private Equity.
During his career, Nirav realized that his close friends and family needed help planning their financial future and retirement. From his knowledge of the financial industry, he knew that finding a trustworthy fiduciary was tough. He founded Qubera Wealth, to provide transparent and honest financial and investment advice.
As a fee-only fiduciary, he seeks to put the interest of his clients first.
Nirav spends his free time enjoying the company of family and friends, traveling internationally, hiking and hunting for dividends.
My name is Phil Mause. I am a Senior Advisor with the Pacific Economics Group, focusing on energy, regulatory and valuation issues. I retired from 40 years of law practice earlier this year. I am a yield oriented investor and in the last two years, I have done reasonably well in junk bonds, BDCs, mortgage REITS, and dividend paying blue chip stocks. As an avocation, I dabble in stand up comedy.
At Investment Underground, our editors are disciplined, independent journalists who dig into technology, commodities, and stock market news to break the stories that matter. Our active approach to journalism spans analysis and interviews with noteworthy leaders to uncover real news that affects business right now.
Most notably, our insights predicted the departure of Avon CEO, Andrea Jung, and Warren Buffett’s purchase of his first technology stock in over forty years at Berkshire Hathaway.
Our work appears in Google News, Seeking Alpha, Motley Fool, Morningstar, Vatalyst, Value Walk, and Guru Focus, among others.
Peter George Psaras, has been investing for over 40 years and has expertise in the following:
1) Quantitative Analysis
2) Qualitative Analysis
3) Macro Economic Analysis
4) Technical Analysis
5) Stock Market History
He is the CEO at Conservative Equity Investment Advisors, a registered investment advisor based in New York.
Efsinvestment.com website offers simple do-it-yourself type of investment ideas. You can download excel files that can easily calculate the Fair Value of a stock, along with O-Metrix score and Margin of Safety.
Investment philosophy is to first determine the maximum loss, and invest accordingly. Like many value investors, we prefer to invest in stocks with the highest dividend yields, and highest EPS growth potentials. Telecommunication and energy stocks in emerging markets are among the favorites.
Seeking Alpha offers a great opportunity to become a part of a strong finance network. Based on extensive quantitative analysis, in any market, going short is risky. Statistical analysis shows that technical indicators work only if they are strong enough to convince the majority of the investors. Do not buy a stock at the top, do not sell a stock at the dip.
Kerrisdale Capital is a private investment manager that focuses on value and special situations investments. We manage investment partnerships and separately managed accounts.
Led by MIT engineers and Wall Street analysts, Trefis.com helps you understand how a company's products, that you touch, read, or hear about everyday, impact its stock price.
Surprisingly, the founders of Trefis discovered that along with most other people they just did not understand even the seemingly familiar companies around them: Apple, Google, Coca Cola, Walmart, GE, Ford, Gap, and others.
This might include you though you may have invested money in these companies, or may have been working with one of them for years as an employee, or have consulted with them as an expert for a long time.
Consider these questions:
•What % of Apple's stock price is iPhones? (Q: Is it 5%, 25%, or 50%?)
•What % of Dell's stock price is Dell Notebooks?
•If Bing took half the market share from Google Search, what % upside could there be for Microsoft’s stock?
On Trefis you will get answers to questions like above.
You can play with assumptions, or try scenarios, as-well-as ask questions to other users and experts. The platform uses extensive data to show in a single snapshot what drives the value of a company's business.
Trefis makes the same content, data, and tools that are currently available only to professional investors today, accessible to everyone. Importantly, it makes the extensive data/tools easy to use and understand, allowing investors to leverage the platform in their decision making much more efficiently than anything else available.
Trefis is currently used by hundreds of thousands of investors, company employees, and business professionals.
Kapitall is the online finance platform for the next generation, where investing is as easy as drag, drop and trade. With an intuitive and playful user experience, Kapitall offers tools that make it easy to build virtual and real brokerage portfolios, share ideas and research stocks and funds.
I am a value investor based in Cincinnati, OH. The MoS stands for Margin of Safety and sums up how I invest. Inspired by Graham, Buffett, Klarman, Neff, Burry, and other great investors, I primarily follow small cap or microcap stocks, though I will look at any stock that could potentially trade at a large discount to intrinsic value. Check out my blog at mosinvestor.wordpress.com
Clayton has been an avid follower of world economics and investments for more than fifteen years. He possesses strong value based investment convictions, but also realizes the material impact that macro events and market momentum have on portfolio return. Mr. Reeves focuses on energy, growth and value in his SeekingAlpha articles. His articles do not represent investment advice and should be read for information and entertainment value only.
Clayton holds undergraduate degrees in finance and economics and an MBA in finance. He is also a CFA Charterholder. Additionally, he has experience teaching upper level undergraduate and graduate investment finance classes at the University of Missouri (Mizzou). Clayton has experience in financial reporting, investment banking, health care, consulting, information technology, mergers & acquisitions and commodities.
Todd Sullivan is a Massachusetts-based value investor and Co-Founder and General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals change in a way that no longer support his original thesis. His blog features his various ideas and general commentary and he updates readers on their progress in a timely fashion. His commentary has been seen in the online versions of the Wall St. Journal, New York Times, CNN Money, Business Week, Crain's NY and others. He has also appeared on Fox Business News and is a RealMoney.com contributor. Visit his sites: ValuePlays (http://valueplays.net/) , Rand Strategic Partners (http://randstrategicpartners.com)
The Applied Finance Group (AFG) helps investment advisors, institutional investment, consulting, corporate firms globally in accurately measuring corporate performance and identifying mispriced equities. AFG developed its proprietary framework, Economic Margin, to correct distortions created by traditional accounting-based analysis.
The Economic Margin Framework is more than just a performance metric, as it encompasses a valuation system that explicitly addresses the four main value drivers of enterprise value: profitability, competition, growth, and cost of capital. Unlike traditional valuation approaches that utilize highly sensitive perpetuity assumptions, AFG’s approach incorporates company specific competitive advantage periods which identify companies that may lose excess returns over time faster than their competitors.
I am a private investor building a value focused portfolio. While I do not work directly in investing, I do have a financial background and hold the CFA designation.
The goal of Margin of Safety Investing is to share my investing journey as I review and analyze investing opportunities using a framework inspired from my readings of “value investors”, starting with Benjamin Graham but also Greenwald, Montier, Greenblatt, Lynch and others.
The first focus of Margin of Safety Investing is to build a long portfolio of 15 to 25 companies which I believe provide attractive return prospects and an appropriate margin of safety based on the analysis I will share. The goal is to find companies that “I would ...More feel comfortable owning even if the stock market was to close tomorrow for a few years” (Buffet). Later I hope to be able to complement this portfolio with a few opportunistic (spin-offs, net-nets) or even short ideas.
As I go through this journey I will share my reviews and analysis in the hope that you will find them worth reading and discussing.
Visit my blog: www.marginofsafetyinvesting.com
Protecting and preserving capital over the long term is more important than growing capital. Particularly devoted to researching cheap stocks of high quality companies, GARP stocks, Magic Formula names, and stocks trading below intrinsic value. Participate long only without hedge when overall bull market is trading for a CAPE under 15 (Tobin's Q under .8X) or when blood is in the streets (not dip buyers), but strive to cut losers early when the facts change and refuse to marry long or short positions unless a "holding period of forever" makes sense. Hunches must be backed up by disciplined systems.
In fully valued markets, we prefer hedging via index options and light commodity trading/trend following. Not interested in participating in latest fad or bubble. Prefer to short the bubble, but only after evidence suggests the bubble has popped.
Prefer to hedge any long positions in frothy markets utilizing a balanced long short equity approach in fairly valued markets. In undervalued markets, we need confirmation from market conditions and valuations in order to invest 100% long (or more) using in the money call options for leverage. Covered calls, calendar spreads, and other options strategies for capturing theta decay.
Cut losers on short side by using ITM put options instead of stock, trend following strategies if trading commodities (for diversification). Fundamental analysis but also technical analysis. Mathematical, disciplined trading strategies. Strive first off to be right about the overall direction of the market (bull or bear). Hold lots of cash when people are being greedy.
Nothing we publish here is a recommendation to buy or sell any security. Please consult your financial advisor before buying or selling any security.
I was born and raised in Murmansk, Russia (the home for Russia’s northern navy fleet, think Tom Clancy’s Red October). I immigrated to the US from Russia in 1991 with all my family – my three brothers, my father, and my stepmother.
My professional career is easily described in one sentence: I invest, I educate, I write, and I could not dream of doing anything else. Here is a slightly more detailed curriculum vitae:
I am Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After I received my graduate and undergraduate degrees in finance (cum laude, but who cares) from the University of Colorado at Denver, and finished my CFA designation (three years of my life that are a vague recollection at this point), I wanted to keep learning. I figured the best way to learn is to teach. At first I taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that I designed based on my day job. Currently I am on sabbatical from teaching for a while.
I found that the university classroom was not big enough for me, so I started writing and, let’s be honest, I needed to let my genetically embedded Russian sarcasm out. I’ve written articles for the Financial Times, Barron’s, BusinessWeek, Christian Science Monitor, New York Post, Institutional Investor … and the list goes on.
I was profiled in Barron’s, and have been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.
Finally, my biggest achievement – well actually second biggest; I count quitting smoking in 1992 as the biggest – I’ve authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007).
Mark is the founder and president of New Horizons Financial Management. New Horizons is an independent investment advisory firm that provides personalized consulting services in investment and asset management. Mark has a degree in finance and has worked in investment management for the past 5 years. Mark has written a personal finance column for Baltimore and Washington metropolitan newspapers. Mark writes a financial blog at BuylikeBuffett.com (http://buylikebuffett.com/).
Edward Roche is the President of Freedom Mountain Investments (http://www.freedommount.com/), an investment firm founded in 2006, located in Paoli, Pennsylvania. Freedom Mountain specializes in identifying hidden value in small and mid size companies before they are recognized by the market. The investment approach is based upon fundamental analysis and places a high emphasis on real and rising financials including sales and earnings. One special approach used to identify a catalyst for release of value is the “Venerable Owner” strategy. This strategy tracks all companies where an older owner owns 40% or more of a company. These situations often lead to sale of the company at a significant premium to market value when the owner seeks to retire. Edward Roche received a Ph. D. degree in Polymer Science and Engineering from the University of Massachusetts and earned an MBA in Finance from the Haub School of Business, St. Joseph’s University, Philadelphia PA. He recently completed a career at the McNeil division of Johnson & Johnson that included high level positions in Business Development and R&D. He is the inventor on 15 US patents in the area of drug delivery and has authored ten scientific publications.
Amvona publishes critical articles on Faith, Investing, Economics and Technology.
The Finding Alpha category of Amvona profiles investments made, including case studies, economic discussion and explanations of the investment rationales.
more at: http://www.amvona.com/about-us
I am an independent trader and investor seeking opportunities in energy, deep value, distressed and turnaround plays. I also invest in growth when I see a sustainable long term trend in certain stocks or sectors.
I may occasionally send stock ideas out on Twitter, if exceptional opportunities arise: @rougetrades
Todd made his first trade in 2006 and has been fascinated with the stock market ever since. He is a value investor and has found success implementing philosophies endorsed by Phil Fisher, Seth Klarman, and Warren Buffett.
We strive to build highly disciplined, sensible client portfolios. Portfolios that are focused on investing in businesses with solid free cash flows and solid dividend payouts. We buy businesses, not stocks.
Tim is a Registered Investment Advisor.