Andrew Walker, CFA, is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Mr. Walker also contributes to Sifting the World, a value investing forum.
Mr. Axler is Founding Partner of Spruce Point Capital Management, a long/short hedge fund. Mr. Axler is also the co-founder of Prescience Point Research Group. Mr. Axler is an activist short-seller, forensic financial researcher, and has exposed over $1.0 billion of alleged listed frauds on Nasdaq and the NYSE. Prior to founding his company in 2009, Mr. Axler spent eight years as an investment banker with Credit Suisse and Barclays Capital where he structured and executed billions of dollars of financing, derivative risk management, and M&A deals for leading Fortune 500 clients. Prior to starting Spruce Point, Mr. Axler was an Associate Director at Barclays Capital in the Diversified Industrials Group. Mr. Axler started his career with Credit Suisse in 2000, where he held roles with the Financial Strategy, Corporate Risk Management, and M&A groups.
Mr. Axler is a contributing writer to Seeking Alpha, and was profiled in the book "The Happiness Advantage: The Seven Principles of Positive Psychology That Fuel Success and Performance at Work." Mr. Axler's short research has been profiled by the National Bureau of Economic Research (NBER) in an analysis entitled "How Constraining Are Limits to Arbitrage? Evidence from a Recent Financial Innovation," and shown to produce superior investment returns. In addition, according to a research study from Sumzero analyzing 12,000 analysts recommendations since 2009, Mr. Axler is the top ranking short-seller.
Mr. Axler graduated from Yale University with a masters degree in Statistics, and received both a Bachelor of Arts degree in Statistics and a Bachelor of Science in Marketing and Business Administration from Rutgers College, where he graduated with Summa Cum Laude and Phi Beta Kappa honors.
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.
Full-time investor. Formerly buy-side credit analyst (2yrs) covering Japanese + Asian companies. Before that, I was a cross asset derivatives salesperson at a large bulge-bracket firm, based in Tokyo (4yrs). I use Seeking Alpha to clarify and synthesize my investment thought process and to elicit feedback on my theses; additionally I like to connect with other investors and swap ideas.
You can read my finance-related blog at rapercapital.com (less organized than Seeking Alpha writeups, more my random musings on various finance-related topics).
Going forward I will try to tweet my investment-related thoughts/updates to articles/etc. You can follow me on Twitter, my handle is @puppyeh1
Always looking for new ideas across the board. Happy to exchange ideas/share thoughts/swap notes, feel free to private message me. I currently live in Singapore.
Heath Winter is the Managing Partner of ArbitrOption Capital Management, LLC and is responsible for research, trading, and portfolio management. Prior to forming ArbitrOption, Mr. Winter was Director of Research for the event-driven and special situations strategy of Silverado Capital Management from 2005 until 2009. Mr. Winter’s responsibilities at Silverado included generating investment ideas as well as researching positions and managing the portfolio. In addition, Mr. Winter was employed as an Analyst at M.H. Davidson, LLC in 2003 and as a Merger Arbitrage Analyst at Swidler Berlin Shereff Friedman, LLP from 2000 to 2002. He graduated with an MBA in Finance and Economics from Columbia Business School in 2004 and a BA in International Affairs from The George Washington University in 1997.
Mike Winston, CFA is the founder and Managing Principal of Sutton View Capital LLC, an employee owned hedge fund sponsor and advisor. The firm provides its services to high net worth individuals, family offices and institutions. Sutton View was founded in 2012 and is focused on event-driven and intrinsic value investing.
Mr. Winston received an MBA in Finance and Economics from Columbia Business School in 2005, and a BA in Economics from Cornell University in 1999. At Columbia he completed the school’s program in Value Investing, and while at Cornell studied for a year at the London School of Economics. He began his career in 1999 with Credit Suisse First Boston.
Mr. Winston is a CFA charter holder and a member of the Economic Club of New York.
The writer is a long term value investor and M.Sc graduate in Financial Markets with over 10 years experience. Value can be found in both long and short ideas and uses options to enhance the risk-return profile of investment ideas.
Disclaimer: This article provides opinions and information, but does not contain recommendations or personal investment advice to any specific person for any particular purpose. Do your own research or obtain suitable personal advice.
Mohit Manghnani is presently a full time editor at Seeking Alpha. He covers the new IPO's and follows live market commentary. Before joining Seeking Alpha, Mohit worked with a start-up - Research firm where he worked in the capacity of a Team Leader tracking company events and results.
Born in the U.A.E, Mohit spent most of his growing up years in Dubai. Currently, he resides in Mumbai, India and is pursuing his charter in Accountancy.
A veteran of the pharma industry. Specializing in the analysis of small pharma companies with a focus on the pipeline and opportunities for licensing or major deals with large pharma. Financial analysis including burn rate, venture capital funding, and cash flow.
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.
Analyst and Fund Manager with almost 20 years investment experience. Coverage includes a variety of industries, with a focus on technology.
Particularly focused on value stocks, poorly understood or under-followed situations, and contrarian perspectives.
Primarily invest in special situations with value that is poorly understood or not fully appreciated, or where we believe there is a highly asymetric risk/reward profile. Also look for long/short ideas in mid/larger cap names where we believe we have a variant view, and the market is dramatically mispricing value.
Follow me on Twitter @valinsights
A blog about value investing, mostly in UK, Irish and US listed stocks. Interested in individual company stocks, investment funds, risk arbitrage, event driven/special situations, fixed income & even some natural resource stocks.
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump. In addition, Thomas is co-authoring a book (The Intelligent REIT Investor) that will e published in August 2016.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
My 25+ year professional career is managing information technology in the industrial manufacturing space. I am a relative new to the investing world and by no means an expert. I am just an amateur trader working to fine tune my skills to some day match the professionals.
My investing style is closer to swing trading than long term investing. However my equity targets are generally robust enough for both styles.
The ideas presented on Seeking Alpha are part of my ongoing quest to find better and better screens and investing ideas. I welcome your comments and hope we can learn and prosper together.
I have been an independent investor and trader in the Forex, Stock Market, and Commodity markets for 10 years. I also serve as the managing director of a charitable fund.
Follow me on Twitter @spollack10
Chris Damas' contrarian equity research is broad based and covers energy production and infrastructure, metals, agriculture, chemicals, forestry, industrials, telecoms, retail, technology, financials, transports, renewables and special situations as well as US MLP's. Chris managed the second largest preferred share portfolio on Bay Street during the 80's and also follows currency and fixed income markets closely. His investment universe is broad and he spends most of his time hunting for actionable trade ideas and long term investment opportunities. His investment thinking and trading activity are now only available by subscribing to the US and Canadian versions of The BCMI Report (trademark) and The BCMI Flash (trademark) which are issued at least weekly and more frequently when opportunities and market conditions demand it.
Our mission is to help individual investors earn profits by providing a source of independent, unbiased and profitable investing ideas. StreetAuthority provides in-depth research, plus specific investment ideas and immediate action to take based on the latest market events. We accomplish this via one of the most popular financial web sites in the nation, StreetAuthority.com, and by publishing over a dozen widely-followed financial newsletters with a total of more than a million subscribers.
Follow us on Twitter: @StreetAuthority
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
David Hunkar (pseudonym) holds a Masters Degree in Finance and Economics. He is a part-time consultant for a financial consulting firm where he manages portfolios for manages portfolios for self and family. He has been an investor for the past ten years. David focuses on foreign stocks trading in the US markets including the OTC market. He concentrates on high dividend yield and dividend growth stocks. ETFs are his another favorite investment vehicle. In addition to his contributions here at Seeking Alpha, you can also visit him at his blog www.topforeignstocks.com
Zacks.com brings the decades of study and stock picking expertise of Zacks Investment Research to individual investors. Now, you don't to be an investment bank or brokerage firm to get the professional power of Zacks' research. It's all available on Zacks.com. Learn more about Zacks' history and company below.
Doug Short is first-wave boomer with a lifelong interest in markets and the economy. His professional career had been a satisfying split between academia (English Professor at North Carolina State University) and Information technology (IBM and GSK).
Doug retired in 2006 to devote himself full-time to his dshort.com financial website. The domain has now been acquired by Advisor Perspectives, and Doug has been appointed the Vice President of Research.
Doug is especially interested in the economy, long-term market trends and behavioral finance.
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.
Nigam Arora is an engineer and nuclear physicist by background, has founded two Inc. 500 fastest growing companies, has been involved in over 50 ventures, is the developer of Theory ZYX of Successful Change Management, is the author of the book on Theory ZYX, as well as the developer of the ZYX Change Method to profit from change in trading and investing.
Theory ZYX of Successful Change
Nigam Arora is the original developer of Theory ZYX. He is also the author of the book Theory ZYX – A Definitive Guide to Reach the Next Level.
The United States Patent and Trademark Office has awarded Nigam Arora 26 patent claims on Theory ZYX.
Necessity is the mother of invention. Upon concluding that no rigorous analytical methodology existed to help him successfully create and manage change in one of his ventures, he rolled up his sleeves and plunged into action. Thus, Theory ZYX of Successful Change Management was born.
Most change management experts primarily come from the background of academia and psychology. Nigam has added a new dimension to the state-of-the-art change management based on his extensive change experience in business, operations, and technology.
Theory ZYX has been applied to strategy development,merger integration, vision development, accelerating innovation, cost reduction, increasing revenues and culture change.
The ZYX Change Method of Investing and Trading
Upon requests to adapt Theory ZYX of Change to help manage investments, Nigam developed the ZYX Method for Profiting from Change in Investing and Trading taking advantage of his over two decades of experience in developing technical, quantitative, and fundamental models as well as implementing gray boxes* to execute the models in a variety of market conditions.
Since 2007, Nigam has been illustrating the power of the ZYX Change Method by providing concise actionable calls on this site. The Arora Report blog focuses on providing clear signals and being concise about the trigger event which is one of the six screens of the ZYX Change Method.
Conceiving and executing change for the better has been a way of life for Nigam Arora.His passion for innovations in business and technology led to his founding of two of the fastest growing (Inc. 500) companies and over 50 other ventures. Action Systems, Inc., a company he founded, was ranked the 29th fastest growing Inc. 500 company. This company grew by capturing over 60% of the market share in the startup of Radiation Monitoring Systems to nuclear power plants and diversifying into a variety of energy projects.
He also founded Action Systems Technologies, Inc. that was ranked the 103rd fastest growing Inc. 500 company. The company grew by providing innovative technology services to Department of Defense, Department of Energy, Aerospace, Automotive, Defense, Distribution, Electronics, Energy, Food, Healthcare Information Technology, Logistics, Manufacturing and Mining industries.
He was the CEO of KnowledgeAZ, Inc., which developed software for eCommerce, logistics, supply chain and asset management.
He was the CEO of Utility Frontier, Inc., which was a Business-to-Business Exchange for 369 municipalities.
Other companies he founded included a provider of printed circuit boards to the computer and electronics industries, a manufacturer of computer networking hardware, a manufacturer of instruments for the energy industry, a solar power producer, a software developer for warehousing and material tracking, a software developer for plant maintenance, a change management consulting firm, and a provider of semiconductor testing services to automotive and defense industries.
Early Years in USA
Nigam graduated with a M.S. in Electrical Engineering from the University of Kansas in less than one year .with a GPA of 3.94/4.00 Then he studied Marketing and Finance in an MBA program at Indiana University.
He developed an imaging system on a NASA funded project for the Center for Research, Inc.
Nigam led the development of one of the first automated computerized plant wide Radiation Monitoring and Control Systems for commercial nuclear power plants. He was also the first to discover and develop methods of accurately measuring certain nuclear isotopes in power plants. He was in charge of Engineering at NMC.
Early Years in India
Nigam Arora received a B.S. in Electronics Engineering from Punjab Engineering College with High Honors when he had just turned 20. He developed the first digital Phase Meter in India. He was selected in a program of the Indian Air Force under which he learned about electronics aboard fighter aircraft. He also worked on research at Central Scientific Instruments Organization.