I have spent over thirty years in the financial services industry and I am the author of Dead Companies Walking: How a Hedge Fund Manager Finds Opportunity in Unexpected Places, an Amazon Best Book of the Month. Since 1991, I have managed the hedge fund Crown Capital in Marin County, California.
Ray Dirks has been a respected analyst on Wall Street for decades. Ray has written two books,” The Great Wall Street Scandal” and “Heads You Win, Tails You Win”, published by McGraw-Hill and Bantam Books respectively.
Dirks opened his own securities analysis firm after gaining much attention in the financial press during the 1970s and 1980s.
Ray earned his place in the history books while working as a securities research analyst. He got a tip from a disgruntled employee of a company called Equity Funding that this firm had built its business model upon massive commercial and accounting fraud. Most research analysts on Wall Street took Equity Funding's numbers at face value, and recommended the stock.
Dirks, however, began his own investigation, found the tip credible, then warned both his firm's top institutional clients (who sold out their positions) and the SEC. He also tried, unsuccessfully, to interest The Wall Street Journal in the story. It turned out that the tip was right, and Equity Funding eventually collapsed in a manner that would prefigure some of the scandals that have been seen on the Street today.
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
BB Research, a group of capital market analysts, provides unique insights on the stocks it covers, mainly in the mid and small cap area. The group primarily focuses on news driven opportunities and aims at maximizing profits of the readers.
I am a dividend investor and look for undervalued investments in the stock market. I identify misunderstood and undervalued equity investments and hold those securities until their price approximates my estimate of intrinsic value. I am a long-term investor only.
I am building a $100,000 high-yield income portfolio. I am running this portfolio as an experiment to see if long-term sustainable income can be generated from a diversified pool of high-risk, high-yield securities. I am willing to accept high risk in order to meet my performance goals.
I have spend many years teaching and advising individuals on stock trading. I have also covered many industries over the course of profession. My core focus will be to analyze the fundamentals. I would like to utilize this platform for sharing my ideas and interacting with professionals all over the world.
I am an undergraduate student studying mathematics and computer science in a private university in Manhattan. I am mainly interested in equity research in the consumer services industry, specifically restaurants.
Mr. Pearce has tried, arbitrated and mediated numerous disputes involving complex securities, commodities, administrative, contract, commercial, business tort and employment law issues for over 30 years. He has represented hundreds of clients in Federal and state courts (trial and appellate) as well as administrative, arbitration, and mediation proceedings before the U.S. Securities and Exchange Commission (SEC), Commodities Futures Trading Commission ("CFTC"), Florida Office Financial Regulation (FlaOFR), Florida Division of Securities & Investor Protection ("FDS"), Financial Industry Regulatory Authority (FINRA), National Association of Securities Dealers regulation, Inc. ("NASD"), New York Stock Exchange, Inc. ("NYSE") and/or National Futures Association ("NFA").
Mr. Pearce is a Florida Circuit Court Civil Mediator and a respected mediator in the FINRA Mediation Program. He also acts as a private judge or arbitrator in mini-trials and arbitration proceedings, respectively. Mr. Pearce has also served as a Federal Court-appointed Receiver- an attorney who is called upon by Federal and state regulators (SEC, CFTC and FlaOFR) to take over companies engulfed in legal problems.
Areas of Practice
• Courtroom Litigation, Arbitration and Mediation Proceedings Involving
• Securities and Commodities Law
• Business & Commercial Law
• Federal, State and Industry Enforcement Actions
• Employment Law A Brokerage Employees Only
• Trust / Estate / Guardianship Law
• Probate & Estate Administration
• Hofstra University School of Law, Hempstead, New York
J.D. - 1979
• Hofstra University School of Business, Hempstead, New York
M.B.A. - 1979
• Florida Tech
B.S. – 1973
Professional Associations and Memberships
• American Association for Justice
• Florida Justice Association
• Broward County Bar Association
• Broward County Justice Association
• Palm Beach County Bar Association
• Palm Beach County Justice Association
• Public Investor Arbitration Bar Association
• South Palm Beach County Bar Association
Past Employment Positions
• Lerner & Pearce, P.A., January 1, 1990 - December 31, 1999
• Lerner, Harris, Pearce, P.A., March 1, 1983 - December 31, 1989
• U.S. Securities & Exchange Commission, May 1, 1980 - February 28, 1983
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.
I enjoy analyzing the financial health of companies and pointing out areas the market is either not recognizing or ignoring. A long time investor, I put my money where my mouth is. That's why I'm passionate about my positions. I trumpet companies I believe in and back my articles up with data and graphs.
Global Value Research Company (GVRC) provides investment research and analysis for the firm’s Investment Advisory divisions Milwaukee Private Wealth Management & Milwaukee Institutional Asset Management as well as Global Value Partners LLC. Investment research and analysis is only available to institutional investors as a service.
When evaluating investments, GVRC appraises each issue on a fundamental basis, analyzing income statements, balance sheets, and statement of cash-flows. This analysis allows for an appraisal of the company's worth as though the entire business were being purchased. When we make an investment, the primary consideration is whether a fractional share of the business can be purchased at a significant discount from our appraised value. This spread is our "margin of safety" which is a basic tenet of our investment principles.
Global Value Research Company is a division of Global Value Investment Corp.
Full-time value investor living in Tulsa, OK. Finance graduate from the University of Oklahoma; active in startups since 2007 and using Value Investing principles since 2004. President and Co-Founder of ValueMyStock.com, a website with proprietary Value Investing formulas, stock screeners, blogs and analysis. Follow my ideas on Twitter @ValueMyStock. Lover of Rottweilers and the outdoors.
Yale Bock is the President of Y H & C Investments, a Registered Investment Adviser based in Las Vegas, NV. My educational background is a B.A. in Economics from UC-Irvine, a MBA from UC-Irvine, and have earned the right to use the Chartered Financial Analyst designation. I have been managing clients money for about 7 years and my own money for over 20 years. I write about a variety of undervalued companies on Seeking Alpha. I enjoy talking with people about investments, especially stocks, so if you have any questions or comments, please send me an email at email@example.com. In addition, if you would like to join my mailing list to get the free monthly newsletter and access to blog posts, please go to www.y-hc.com and sign up!!! Thank you for taking the time to find out about me.
Value Investor Insight (http://www.valueinvestorinsight.com/) is an investment newsletter created by money manager Whitney Tilson and media executive John Heins. Value Investor Insight has a straightforward goal: To deliver the highest-quality investment ideas, analysis and insight to professional and sophisticated investors. At the core of Value Investor Insight is the philosophy of the true value investor: buy something only for less than its intrinsic worth.
Shailesh Kumar is the CEO of Value Stock Guide, one of the premier value investment advice site on the internet.
An MBA from University of Michigan and a former Management Consultant, Shailesh has helped numerous Fortune 100 executives with their strategic and operational issues and now channels his deep business experience to help his members find profitable investments.
Visit: Value Stock Guide (http://valuestockguide.com/)
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
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
As a contributor to the New Low Observer (http://www.newlowobserver.com/about-this-site), we intend to give new insights on a low risk approach to trading in dividend paying stocks for tax deferred accounts. The New Low Observer (http://www.newlowobserver.com/about-this-site) is not intended for regular or non-qualifying accounts however, the strategies and stocks mentioned can be used for non-qualifying accounts with the understanding of the consequences of potential short-term capital gains as well as the need for exceptional documentation for IRS purposes.
I have a professional background of working with the Federal Reserve Bank of San Francisco, Bear Stearns, Fannie Mae and Freddie Mac. Although I am an economist (and probably because of that fact), I am adept at being resourceful and thinking in a multidisciplinary fashion. For this reason, my professional experience only reflects a wide perspective that I have gained through the years and should not connote an air of authority.
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
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.
Saj Karsan founded an investment and research firm that is based on the principles of value investing. He has an MBA from the Richard Ivey School of Business, has completed all three CFA exams, and has an engineering degree from McGill University. Visit his blog, Barel Karsan (http://barelkarsan.com/).
Terry Schumacher works as a business acquisition finder. This activity involves doing research and identifying potential acquisition opportunities primarily for private equity firms. The acquisition could be a whole company, part ownership of a company, or it could be related to the divestiture of a segment of a company.
Mr. Schumacher was previously the CFO of Jewett-Cameron Trading Company. Before that he was Vice President – Senior Research Analyst at Wells Fargo Securities, and he was also a commodity analyst at Merrill Lynch earlier in his career. He has an MBA from Columbia University, and his undergraduate degree is from the University of Washington.
He can be reached at firstname.lastname@example.org.
Following 23 years with JPMorgan, Simon Lack founded SL Advisors, LLC, in 2009. Prior to that, Simon was CEO and founder of the JPMorgan Incubator Funds, two private equity vehicles that took economic stakes in emerging hedge fund managers. From the late 1980s through 1999 through several bank mergers Simon ran Fixed Income Derivatives and Forward FX trading for JPMorgan and predecessor institutions, ultimately overseeing 50 professionals and $300 million in annual revenues. Simon also sat on JPMorgan’s investment committee allocating over $1 billion to hedge fund managers. He is the author of two books: The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True, published in 2011 to widespread praise from mainstream financial press including The Economist, Financial Times and Wall Street Journal; Bonds Are Not Forever; The Crisis Facing Fixed Income Investors (August 2013). Simon makes regular appearances on cable TV business shows discussing hedge funds and investing.
I am an individual investor that eagerly digs into a company's financial data to see what I can learn about it. Deciphering the mysteries of financial reports has been a long-term quest that began when a pre-Internet mailman unexpectedly left some company's formal report at my door. Over time, I synthesized various approaches for fundamental analysis into one ever-evolving methodology to assess performance and value.
The Gauging Corporate Financial Results blog describes the analyses I perform and the methodology itself. Writing about these efforts helps focus my thoughts. I share them with the hope I might be helping other investors. I know I benefit from reader feedback.
Jake Huneycutt is a former Portfolio Manager. Jake holds an MBA degree with a concentration in finance from Emory University. He earned a Master of Accounting degree from the University of North Carolina at Chapel Hill. He received his B.A. in History from East Tennessee State University. Jake is originally from Johnson City, TN and currently splits time between Boston, MA and Atlanta, GA.
Harry Long is the inventor of Hedged Contango Capture and Hedged Convexity Capture and is the Managing Partner of ZOMMA, the world's most innovative strategy index creator.
Mr. Long is a globally recognized expert on the research and development of quantitative investment strategies. The ZOMMA IP portfolio of strategy indices is sought after by asset management firms, investment banks, hedge funds, principal trading organizations, index providers, ETP sponsors, and private equity firms to help them develop and deploy active manager-crushing quantitative investment strategies.
ZOMMA helps investors create long term value by replacing reckless emotional decision making with cutting-edge technology based upon objective evidence.
Mr. Long is a graduate of Rice University with a B.A. in Economics.
Note: Due to the sheer number of requests for bespoke quant strategies, research projects, and quant consulting services, we have instituted the following pricing for the non-exclusive licensing of our algorithms to institutions:
I. Exclusive commercial licenses for unique bespoke algorithms run six figures and up.
II. Non-exclusive AUM licensing fees for our strategy indices run 10 basis points and up for commercial licenses.
Please realize that we often get more than 3,000 e-mails per week. This means that we read everything that comes in, but we cannot respond to any email or message that does not include the sender's full name, phone number, request, and budget. Thank you for your understanding.
This Dubai-like pricing is necessary, because we can't freely give answers to tough problems which we have dedicated massive R&D capital to solving. World-class statistical talent is hugely expensive, valuable, and rare. Our clients recognize that outsourcing quant work to our firm and paying our fees represent a huge cost savings over hiring full time employees, and usually results in a far more profitable, turn-key solution.