I am a retired wall street attorney. I started out specializing exclusively in securities law. As I developed my practice, it morphed into a corporate finance practice specializing in mergers and acquisitions, with the securities law aspects being secondary.
I'm not much for diversification. I tend to put a substantial amount in a few baskets and then watch those baskets very, very carefully.
Have made bundles in rust belt. Have made-- and lost-- bundles in high tech.
Former registered rep, business degree, doing vc and private company investments, while looking for stock picks on a regular basis.
I have retired from a 35 years career in the semiconductor industry. I now have the time to do the deep research necessary for successful investing.
I freely provide investment information for friends and family.
I am a member of MENSA, which means precisely nothing except I wake up in the middle of the night doing pointless math problems in my head:)
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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.
A retired hedge fund manager with over 20 years of experience in financial markets.
Audited returns before fees of my hedge fund beat the S&P 500 by over 9.5% per year for over ten years.
I have earned the CFA designation and am formerly a CPA.
My formal education ended with a Ph.D. in Biochemistry, minor in Organic Chemistry. After roughly two decades in academic research, my real-world education has continued at two biotech-related companies.
Dr. Catanach is a professor in the School of Business at Villanova University, as well as the Cary M. Maguire Fellow at the American College Center for Ethics in Financial Services. His consulting and research interests relate primarily to business risk management, financial statement analysis, and performance management issues. He has previously served on the faculties of the University of Virginia and INSEAD. He obtained his undergraduate and masters degrees from the University of New Mexico and his Ph.D. from Arizona State University. Dr. Catanach has been a licensed Certified Public Accountant since 1980 and a Certified Management Accountant since 1991.
His professional experience includes five years as an audit manager with KPMG and six years in the financial services industry. While in public accounting, he provided auditing, tax, and consulting services to the banking and insurance industries. Subsequently, Dr. Catanach worked as a funds management officer, chief financial officer, and chief operating officer for several large bank holding companies, where he specialized in merger and acquisition transactions. Currently, he consults actively for several major investment banking firms, as well as numerous private equity and hedge funds, on a variety of global financial reporting issues. He continues to deliver executive programs for numerous professional, private, and public organizations in the United States, Europe, and Asia, and serves as a national instructor for several global professional services firms.
Dr. Catanach's 35 years of practical business and academic experience gives him a unique historical perspective missing in many large accounting and finance organizations that suffer from management and staff turnover. He has witnessed almost four decades of financial reporting irregularities, and can quickly recognize these “games” in today’s financial reports. Most of today’s shenanigans have been played in scandals from yesteryear. He has seen them before; he can spot replications of old frauds, misrepresentations and exaggerations. Given the predictive ability of his fundamental financial analysis and the business wisdom only a grumpy old accountant could possess, blogging about transparency and ethical reporting seems like a natural fit.
He also has received numerous awards for his publication, teaching, and curriculum innovation efforts, and has authored numerous articles on a variety of accounting, finance, and management issues. His work has been cited by Bloomberg, CFO.Com, Forbes, Reuters, and The Economist. He has appeared on Bloomberg West and CNBC’s Fast Money and Street Signs to share his views on financial reporting and market issues.
Founder of Slingshot Insights, a company that works to provide retail investors access to professional grade investment research tools not readily at their disposal. As a former analyst at a large hedge fund, I found that as I began trading individual stocks on my own, I missed the research tools available to me when I worked for a large institution. The company was born from this idea and my desire to have access to a resource like SI.
www.SlingshotInsights.com Join for free today and check out our cartoon where "Investor Man" Becomes the Smart Money (and explains what Slingshot Insights can do for your diligence process)
Prior to starting Slingshot Insights, I was an analyst at a large hedge fund where I focused on the pharmaceutical industry creating investment theses driven by primary research. I remain a very active investor in a variety of stocks.
Andrew Left's Citron Research (http://www.citronresearch.com/) (formally known as Stocklemon.com) seeks to expose companies whose management is in some way misleading investors. Left digs into SEC filings, financials, management histories and other data to uncover such situations, and he is usually short the stocks he writes about. Mr. Left has been publishing for 7 years and has created a track record that is unrivaled in short selling. Mr. Left has been cited in Barron's, Wall St Journal, CNBC and other major publications repeatedly for his work. Mr. Left was also an invited speaker at the reknown Master Investor Conference.
Visit: Citron Research (http://www.citronresearch.com/)
Helix Investment Research was founded in July 2011 by Ivan Deryugin, and focuses on leveraging secular global trends, across a variety of sectors, in order to generate long-term outperformance.
I hold a B.S. in Accounting.
"[T]he function of the margin-of-safety is, in essence, that of rendering unnecessary an accurate estimate of the future. If the margin is a large one, then it is enough to assume that future earnings will not fall far below those of the past in order for an investor to feel sufficiently protected against the vicissitudes of time."
"Needless to say, the analyst must take possible future changes into account, but his primary aim is not so much to profit from them as to guard against them. Broadly speaking, he views the future as a hazard which his conclusions must encounter rather than as the source of his vindication."
"[F]inding the really outstanding companies and staying with them through all fluctuations of a gyrating market proved far more profitable to far more people than did the more colorful practice of trying to buy them cheap and sell them dear…These opportunities did not require purchasing on a particular day at the bottom of a great panic."
Mercenary Trader (www.mercenarytrader.com) was created by traders, for traders. We are aggressive swing traders who routinely combine fundamentals, technicals and sentiment with deep awareness of global macro and rigorous analysis of individual equities.
See all of our content, including free educational materials on the theory and practice of trading, at www.mercenarytrader.com
Dr. Price writes about stocks, options and the market every weekday on Real Money Pro, a subscription site onTheStreet.com.
Paul has been a speaker at the International Traders Expo in New York City and the Options and Forex Expo in Las Vegas. He also gives investment seminars for subscribers of TheStreet's multiple subscription sites.
Dr. Price is a featured contributor on Market Shadows.com, GuruFocus.com and TalkMarkets.com.
He also teaches bi-weekly investment webinars for Rule #1 Investing.
Writer and investor with an interest in most everything -- stocks, ETFs, commodities, and currencies. My background is in both economics and journalism so I try to present complex ideas clearly and concisely, but with a dash of creativity.
Here are a couple of my original ideas:
Small Cap Tech
Rediff (REDF): Recommended buy at less than $2 in August 2010. Within 1.5 months of my recommendation it touched $6. It is currently trading at $9.39.
Demand Media (DMD): Recommended Shorting at $16 in April 2011. Stock is at $7.51 now.
Anixter recommended at $40 on july 15,2010. Gave 50% plus return in 6 months.
Terex recommended at $22 on sept 20, 2010 and Gave 70% return in next 4 months.
Email me at email@example.com if you have any queries.
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)