Founder and Managing Principal of TBJ Investments, LLC. Currently Investor at Buzzient, Inc. Previously CEO at Buzzient, BionTTech and EBA Systems. Former Associate at Mohr, Davidow Ventures. Investing in early stage software/web/mobile,university commercializations and spin outs. Developing interest in energy and natural resources.
My investing experience dates back to high school years when I was first introduced to the stock market in economics classes and when I became fascinated by financial accounting. My first investing experience was rather painful: I lost a few thousand dollars on FOREX and penny stocks as I did not have a mentor or anybody knowledgeable about finance by my side. I still remember that time in details. After high school, I went to study economics with an emphasis on accounting at the University of Toronto. Four years later, with a finance degree under my belt, a decent experience gained in a few internships (where I got thanks to my soft skills, not my marks by any degree), I moved to Russia to work in investment banking, which I had decided was my passion a few years prior to that. I now live in Moscow, Russia, working as an Associate in Financial Advisory.
Due to the ongoing economic crisis in Russia, invoked by the sanctions, the country's financial industry has found itself in a pathetic state. Hence, things have gotten slow at work which is why I have a lot of free time to develop my services on Seeking Alpha (I started back in 2013, my final year of school). I am a number-cruncher by nature. Hence, my analyses almost always involve financial modeling and various financial metrics' calculations.
I feel that my job on Seeking Alpha is to identify investment opportunities among the smid-cap (small and medium cap) players in North America and Europe. Occasionally, I analyze a number of companies in a specific market segment in order to get a general idea about what is going on there as a whole. Sometimes, I write fairness opinion articles (I think nobody else on Seeking Alpha does that) on recent M&A transactions. I think that I bring value to my followers and other Seeking Alpha members by building analyses that are conservative in nature and present long-term views on individual companies. In my opinion, hard numbers are of more use to investors than tips, rumors, and guesstimates.
Feel free to contact me here or through my email: email@example.com. You may also check my Linkedin: ru.linkedin.com/in/avaltsev/ and Twitter: twitter.com/av_banker
Brian is the founder of Investor in the Family and Online Investor Conference.
At Investor in the Family (http://investorinthefamily.com/), Brian's goal is to help protect investors from making big mistakes that jeopardize their portfolios and financial futures.
The Online Investing Conference (http://onlineinvestingconference.com/) was created to help link self-directed investors with carefully filtered and proven investing professionals to help save investors both time and money while building a portfolio that outperforms.
If you'd like to connect or learn more, please feel free to send a private message via Seeking Alpha platform.
I'm a financial analyst and consultant, specializing in the tech sector spending the last decade developing my profile in that area. After serving as a Sr. Financial Analyst in a Fortune 500 tech company for many years I founded Finro – an independent consulting firm that provides financial analysis services to the tech sector and tech related analysis to investment firms.
I work with startups, hedge funds, VCs, mutual funds and individual investors on valuating companies (private and public) and technologies, and analyzing investment strategies and complex securities. Additionally, I develop financial projections, financial modeling, and ad-hoc financial analysis.
I'm teaching finance courses in the top universities in Israel and I write for Seeking Alpha to share my analysis, research and thoughts with others who are passionate about finance and technology as I do.
I'm open to new opportunities. Feel free to contact me via the contact details below.
Email: firstname.lastname@example.org | LinkedIn: https://il.linkedin.com/in/lronen | Skype: lior.ronen.finro
Deep value investor, searching for inefficiencies caused by institutional constraints. I focus on protecting the downside and identifying mispriced optionality. Primarily balance sheet focused, but also looking for great businesses that I can understand.
I manage a $1B+ portfolio for a family office. Our investments include bonds, equities, hedge funds, and private investments with a wide geographical and asset class dispersion. I have a J.D. degree from Yale Law School and practiced for 30 years as a trial lawyer in commercial cases.
That fellow in my icon is, of course, Galileo Galilei. Eppur si muove.
You can email me at Montana.Skeptic@gmail.com & follow me on Twitter where I am @MontanaSkeptic1
Hazel Henderson D.Sc.Hon., FRSA, is founder of Ethical Markets Media, LLC and producer of its TV series. She is a world renowned futurist, evolutionary economist, a worldwide syndicated columnist, consultant on sustainable development, and author of The Axiom and Nautilus award-winning book Ethical Markets: Growing the Green Economy (2006) and eight other books.
Her editorials appear in 27 languages and 200 newspapers syndicated by Inter Press Service, and her book reviews appear on SeekingAlpha.com. Her articles have appeared in over 250 journals, including (in USA) Harvard Business Review, New York Times, Christian Science Monitor; and Challenge, Mainichi (Japan), El Diario (Venezuela), World Economic Herald (China), LeMonde Diplomatique (France) and Australian Financial Review.
Since becoming a full-time media executive in 2004, Hazel has stepped down from many of her board memberships, including Calvert Social Investment Fund (1982-2005), the Social Investment Forum and the Social Venture Network. She has been Regent's Lecturer at the University of California-Santa Barbara, Horace Albright Chair in Conservation at the University of California-Berkeley, and advised the U.S. Office of Technology Assessment, the National Academy of Engineering and the National Science Foundation from 1974 to 1980.She remains on the International Council of the Instituto Ethos de Empresas e Responsabilidade Social, Sao Paulo, Brasil; serves on the Program Council of FORUM 2000, Prague, Czechoslovakia, founded by the late President Vaclav Havel; is a World Business Academy Fellow; an active member of the National Press Club (Washington DC), and a member of the Association for Evolutionary Economics. She is an Honorary Member of the Club of Rome. She shared the 1996 Global Citizen Award with Nobelist A. Perez Esquivel of Argentina. In 2007, she was elected a Fellow to Britain’s Royal Society of Arts, founded in 1754.
She leads the Transforming Finance initiative, created the Green Transition Scoreboard®, co-developed with Calvert the GDP alternative renamed the Ethical Markets Quality of Life Indicators, co-organized the Beyond GDP conference for the European Commission, and funded three Beyond GDP surveys, finding strong support worldwide for ESG metrics in national accounting.
In 2010, 2012, 2013 and 2014, she was honored as a "Top 100 Thought Leader in Trustworthy Business Behavior" by Trust Across America. In 2012, she was honored with the Reuters Award for Outstanding Contribution to Development of ESG & Investing at TBLI Europe. In 2013, she was inducted into the International Society of Sustainability Professionals Hall of Fame.
Her 2014 monograph, Mapping the Global Transition to the Solar Age, published by ICAEW and Tomorrow’s Company, UK, is available for free download from www.ethicalmarkets.com.
Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry and exit points.
Mark Holder graduated from the University of Tulsa with a double major in accounting & finance. He's been interested in the stock market since college and began managing investments for friends and family more than 20 years ago. Mark has his Series 65 and is also a CPA.
Invest with Stone Fox Capital's model portfolios on Covestor.com as he makes real time trades. Covestor also allows followers to duplicate the model portfolio in their own brokerage accounts. You can find the portfolio and more details here:
Follow Mark on twitter: @stonefoxcapital
Ian’s Insider Corner research focuses primarily on long-term dividend-paying companies with stable and reliable growth, stocks suitable for individual retirement accounts. Ian also looks for “niche” shorter-term trading opportunities, and coverage. During the 3-years Ian worked at Kerrisdale Capital, the New York-based activist hedge fund had great success exposing fraudulent companies. Kerrisdale Capital returned almost 200% in 2011, and more than 300% in total. Ian Bezek offers in-depth coverage of all the stocks in his “IMF” portfolio.
Michael Fauscette leads IDC’s Software Business Solutions Group which includes research and consulting in enterprise software applications, collaboration and social applications, software partner and alliances, open source, software vendor business models, cloud computing and software pricing and licensing. He also provides thought leadership in the area of social applications and the transition to the social business. With extensive executive experience with software vendors ranging from large enterprise companies to small Silicon Valley start ups, Mr. Fauscette brings a unique perspective by relating research data and trends to the overall strategic focus and go to market strategy of application software companies. Prior to joining IDC, Mr. Fauscette held senior consulting and services roles with seven software vendors including Autodesk, Inc., PeopleSoft, Inc. and MRO, Inc. Mr. Fauscette is a published author, blogger and accomplished public speaker on software, social business and software services strategies.
Value investor running a long-only partnership/SMAs, as well as a Marketplace subscription for objective buyside research. Pseudonymous to protect my IR access but I’m always up for a conversation with anyone interested in value investing or mental models. I also collaborate with a few well-known hedge fund managers and am open to swapping notes if we're looking at similar names.
My Marketplace subscription service, called “Outsourced Analyst,” provides small-mid-sized funds, family offices, or high-net-worth investors the workflow of an analyst for a hundredth of the price. I write objective coverage of high-quality, underfollowed small-caps that I'm working on / following. Subscribers also have early (sometimes exclusive) access to writeups of some of my best ideas like those I've posted on LQDT, CRAI, FC, LGIH, BOOM, CSWI, and so on. Bonus material is thought pieces - I place a lot of emphasis on learning and getting better - so if/when I make mistakes, I'll write up postmortems with what I learned, and maybe they'll help you as well... Membership will be limited to the first 250 subscribers.
Seeking Alpha T&C requires me to disclose that I'm a registered investment advisor; regulations require me to reiterate that nothing I say is investment advice - it's just my Monday-morning-quarterback opinion for your entertainment and amusement. Always do your own due diligence, consider your own financial position, and consult your preferred financial professional before making any investment decision.
The Clinically Sound Investor is a pharmacist with a PharmD and a BA in psychology. He has worked across the spectrum from very small independent and hospital pharmacies to the some of the largest retail corporations and medical centers in the nation, as well as experience in specialty and mail order settings. Fascinated by watching the rise of Walmart and Apple after 2008, he now follows the advice "know thyself" and puts expertise of understaning scientific literature to research biotechnology stocks. His investments early on were driven by binary events such as FDA Advisory Committee meetings and PDUFA dates (approvals). Despite initial successes, there were too few of these events, so he expanded into predicting Phase II/III trial results. His writings should not be considered financial advice or the basis for investment decisions. While his interpretations of clinical trial results--which may be overlooked or even thoroughly misunderstood by Wall Street--could be helpful, they're only as good as the original reports they come from. Although written by scientists and doctors, there will always be a slant from the sponsoring company, or worse (like, say, missing data...).
If you are interested in any of my digital utility solutions to add to your investing tool box to improve your investment outcomes, please visit my site
You'll find elegant applications that make it simple for you to track your portfolio in real time, make a watch list to follow in real time, track your dividend income and growth, and other applications. These applications will allow you to set alerts at prices you choose in order to obtain the yield and income that you want. They function as real time trade assistants and will improve your investment performance. You can even mirror the successful FTG Portfolio with "My FTG Mirror Calculator", and subscribers can mirror the premium subscriber portfolio with "MY RODAT Mirror Calculator" if they wish to emulate the out performance we've achieved in capital and income growth.
I am a retired clinical psychologist, and administrator and owner of a rehabilitation clinic we founded 40 years ago. For over 55 years I have managed several portfolios composed of investments accumulated over our professional careers. Since the financial crisis of 2008, I have employed specialized, customized dividend growth strategies aimed at enhancing and growing a dividend income stream.
Since December 24, 2014, I have demonstrated on Seeking Alpha the ongoing construction and portfolio management of the Fill-The-Gap Portfolio aimed at highlighting strategies investors may utilize to close the gap between an average Social Security benefit and the much greater costs faced in retirement.
This portfolio has outperformed all of the broad market indexes by a very wide margin, growing dividend income and total portfolio value consistently while the broader indexes struggle in negative territory all year.
Aside from free articles available to the general public, additional early-access, value-added ideas and deep-dive articles are offered to paid subscribers on my premium SA platform, "Retirement: One Dividend At A Time"
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
Contributing columnist for Real Money and TheStreet.com. BA in History from Bemidji State in Minnesota. I went on to learn Chinese at National Taiwan University in Taipei.
I worked in mortgage sales at Countrywide and Bank of America until 2010 when I decided to relocate to Taiwan.
Dr. David Kass has published articles in corporate finance, industrial organization, and health economics. His teaching interests include financial restructuring and strategy, and investment management at the MBA level, as well as advanced financial management, business finance, and investments at the undergraduate level. Prior to joining the faculty of the Smith School, he held senior positions with the Federal Government (Federal Trade Commission, General Accounting Office, Department of Defense, and the Bureau of Economic Analysis). He currently serves as a vice president of the Harvard Business School Club of Washington, D.C., and is a member of the investment committee of a local nonprofit organization
Dr. David Kass
Ph.D., Harvard University
Robert H. Smith School of Business
Department of Finance
University of Maryland
4412 Van Munching Hall
College Park, MD 20742
Hightower is the leading end-to-end leasing management platform for the commercial real estate industry. Hightower helps owners and brokers save time, improve visibility, and reduce risk in their portfolio. Founded in 2013, Hightower has thousands of customers from around the world using its platform, with enterprise customers including Vornado, CBRE, NGKF, Beacon Capital, Shorenstein and more. www.gethightower.com
Institutional investment manager authoring on a variety of topics that pique my interest, and could further discourse in this online community. I hold an MBA from the University of Chicago, and have earned the CFA designation.
My articles may contain statements and projections that are forward-looking in nature, and therefore inherently subject to numerous risks, uncertainties and assumptions. While my articles focus on generating long-term risk-adjusted returns, investment decisions necessarily involve the risk of loss of principal. Individual investor circumstances vary significantly, and information gleaned from my articles should be applied to your own unique investment situation, objectives, risk tolerance, and investment horizon.
Professional investment portfolio management since 1974. CFA Charter (1981). Juris Doctor degree, Northwestern University School of Law (1965). Founder, current Chairman and CEO, Askari Equity Management LLC, successor corporation to RIA asset management proprietorship since 1974. "Semi-retired". Interested in consulting to small investment firms and to institutional clients. Very limited willingness to accept new accounts. Practiced corporate law in Chicago (1968-1982); including General Counsel to minority-enterprise Small Business Investment Company. Service on various Boards in Tucson, AZ (1980s-1990s) Peace Corps Volunteer, Kenya (1966-1967).
L&F Capital Management, LLC, is a quantitative investment management group located in San Diego, California. Our multi-strategy investment approach comprises a mix of event-driven trades and long-term value investments, utilized together to maximize profit in both short and long term scenarios. We maintain consistency in portfolio mix through our long-term value holdings, but stress flexibility in portfolio mix from our daily event-driven trades. We believe this mix of flexibility and value generates both short and long term profits while reducing exposure to market volatility. L&F also shares various trade and investment opportunities through Seeking Alpha. For more information, visit www.lfcapitalmanagement.com.
Shudeep Chandrasekhar is a business consultant by profession and a musician by passion. With extensive experience in senior management, he has a thorough understanding of the internal workings of various types of businesses and what makes them tick. A keen student of the human mind and its potential, Shudeep constantly strives to understand the decision-making processes that underline every major business move. An enthusiastic traveller, Shudeep has lived and worked in more than a dozen countries including the United States, the United Kingdom, the Netherlands, Japan, Oman and many more. He is a truly global personality and currently lives in the bustling coastal city of Chennai, India - his birthplace.
Max Greve is a graduate of Northwestern University with a triple major in Economics, Political Science, and International Studies. Max is a full-time writer and in addition to stock market trends also writes articles on government, current events, macroeconomic trends, and last but not least, the ongoing inefficiencies of professional sports.
Daryl Montgomery is the organizer of the New York Investing meetup, a 7,000 member educational group that provides the public with unbiased stock, bond, currency and commodity market information. For details, see: http://ow.ly/Y6CNhT (it's free to join). The group is the largest investing meetup in the world. It holds monthly general meetings, offers small classes on investing topics, has webinars and provides individual tutoring.
Montgomery, a former professor and expert witness in court cases on data reliability (up to the Supreme Court), has written a number of books on investing and approximately 700 articles on financial topics. He was formerly the chief blogger for the "Helicopter Economics Investing Guide". He has done extensive research on optimal use of technical indicators. Montgomery has never worked for, nor has any association with any Wall Street company and this allows him to bring an independent perspective to market analysis.
The New York Investing meetup's strength is in calling market turns. It called the top in gold and silver in March 2008 and the exact day of the oil bottom in February 2009 and almost the exact peak price in Silver in 2011. The group went to an all-cash position starting in September 2015. The New York Investing meetup uses its own approach to technical analysis and currently has access to a proprietary model that predicts tops and bottoms in stocks and commodities.
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.
The website Oilprice.com offers free information and analysis on energy and Commodities. The site has sections devoted to Fossil Fuels, Alternative Energy, Metals, Economics and Geopolitics.
To find out more visit our website at: http://www.oilprice.com
I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities.
I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor in History. My major track focused on Investments and Financial Analysis. While at Lehigh, I was the Head Portfolio Manager of the Investment Management Group, a student group that manages three portfolios, one long/short and two long only. I have had two internships, one a summer internship at a large bank, and another helping to manage the Lehigh University Endowment for nearly a year.
Disclaimer: Bill reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation.
I'm a Managing Director at A North Investments (ANI), a quantitative hedge fund based in New York. Those who'd like to contact me, private message me here or email me at email@example.com.
Follow me on Twitter: @NewConstructs
David is CEO of New Constructs (www.newconstructs.com), an independent research firm that leverages proprietary technology to find key insights from the Financial Footnotes of 10Ks and 10Qs. Having analyzed over 70,000 annual reports and their Financial Footnotes, New Constructs helps protect clients from the red flags/unknowns in SEC filings.
David is a distinguished investment strategist and corporate finance expert. He is a member of FASB's Investors Advisory Committee, and he is author of the Chapter “Modern Tools for Valuation” in The Valuation Handbook (Wiley Finance 2010).
David's insights into the markets and his stock picks have been popular with a wide variety of media outlets.
Trained as a scientific programmer, I worked on war game software for NORAD (North American Air Defense) and statistical software for Abbott Labs. For most of my 40-year career developed and sold financial and accounting software.
Was principal or founder of 3 small (5-30 employees) software companies.
Wrote a book on public pensions and a play that won an award in Writer Digest Magazine's annual writers competition, a contest that draws over 10,000 entries a year.