In the past year or so, I have thoroughly enjoyed contributing to Seeking Alpha. Not only has the site helped me become a better investor and writer, but I have conversed with a solid community - fresh with actionable investment ideas.
With a significant amount of contributors producing content for the site, it can be challenging finding writers who have similar investing methodologies as yourself. Furthermore, if you enjoy work on smaller, more obscure, deep value investments - finding the right contributors to read can take some time.
Three contributors that I enjoy reading are Brian Grosso, Jan Svenda and the Value Pendulum. Brian, Jan and the Value Pendulum each focus on the 'deep value' opportunities - typically in small and micro-cap stocks. Each of the contributors are also not as heavily followed as some of the more popular authors on this site - but they write quality content nonetheless. Moreover, I encourage you to follow them and read their content.
Following authors like Brian, Jan and the Value Pendulum not only give me actionable ideas but they also help to fine tune my investment process. For an example, when I am researching a small obscure company, I always make sure to form an opinion on it before reading research from other people. However, after I feel like I have a solid opinion on an issue, it is always enlightening to read the research of other investors on a particular issue.
For small obscure deep value investments - there has been plenty of times where I have been the only one to openly release public research on a company. Finding contributors like Brian, Jan and the Value Pendulum is enlightening and promising - especially since they look at very similar companies as I do.
The benefits of following these three contributors is three-fold: original research on obscure deep value investments, actionable ideas and high quality content.
I have been following Brian for a few years now - seeing his investing style and writing transition. We have similar investing styles - looking for cheap securities - and have bounced ideas off each other a variety of times.
Brian made an amazing call on Strayer Education (NASDAQ:STRA) back in the summer of 2013 - giving a return to readers who used his thesis almost 80% in three short months. His write-ups on ENGlobal (NASDAQ:ENG), PDF Solution (NASDAQ:PDFS) and Natural Alternatives International (NASDAQ:NAII), also returned readers ~40%, ~44% ~146%, respectively (at their peaks).
Lately Brian has been focusing on smaller issues and wrote compelling theses on investing in Japan. A few of my favorite articles by Brian are:
Brian currently the investment manager and founder of Rugged Group LLC and contributors regularly on Seeking Alpha. You can read more about Brian here and I encourage you to follow his insightful investment acumen.
Jan and I have had similar overlaps in our research on Seeking Alpha - covering ADDvantage Technologies Group (NASDAQ:AEY), G. Willi-Food International (NASDAQ:WILC), Amcon Distributing (NYSEMKT:DIT), and TransGlobe (NASDAQ:TGA). Furthermore, back in the spring of 2015 Jan made an impressive call on Breeze-Eastern (NYSEMKT:BZC) returning readers almost 100% in under a year.
Recently I had the opportunity to speak with Jan. Conversing with Jan about value investing, with a spin on micro-caps and OTC hunting was an enlightening experience to say the least. It is obvious that Jan thoroughly enjoys investing and his well-written investment ideas have been compelling. I am expecting more great ideas to come from him in the future.
A few articles by Jan that are worth the read are:
The Value Pendulum
The Value Pendulum is one of the only contributors on Seeking Alpha who covers Asia and U.S. deep value securities. In fact, he is the only Seeking Alpha Marketplace contributors who focuses directly on Asian coverage.
I believe that international markets - especially in Asia - are compelling hunting grounds for investors 'looking for something to do'. In fact, with the perceived language barrier, many U.S. investors shun Asian securities away - even though attractive valuations are available.
Back in September of 2015, The Value Pendulum published an article titled "Seeking Japanese Net-Nets As Deep Value Investment Opportunities". In his study, he found 200 Japanese net-nets out of the 3,500 or so stocks listed in Japan. If this doesn't spark your interest in an undervalued demographic I don't know what will. The Value Pendulum goes further to explain in his research that Japanese net-nets are generally of higher quality than their U.S. counterparts - on the basis of profitability, financial strength and capital returns to shareholders.
The Value Pendulum made similar research available on Korean Preference Shares, Asian stocks that have strong dividends, and Hong-Kong net-nets. Not many writers focus on these cheap international securities - giving The Value Pendulum 'distinct' and valuable research.
I would suggest following The Value Pendulum if you like original research on international net-nets. Furthermore, a few articles worth reading are:
Seeking Alpha has a great community of investors and writers. However, sometimes it takes time to find contributors that have similar investing styles as yourself. Brian Grosso, Jan Svenda and The Value Pendulum are a few of my favorite contributors within this community. My other favorite contributors can be seen here and here.
I encourage you to follow these contributors and more importantly, I am curious to know your favorite writers on Seeking Alpha.
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Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Editor's Note: This article covers one or more microcap stocks. Please be aware of the risks associated with these stocks.