Valuation analyst with experience in the investment bank and hedge fund settings. Experience with derivatives, structured credit products, and private equity. MBA and CFA Charterholder. Value investor.
Robert Ruggirello, CFA is the Managing Director of Brave Eagle Wealth Management, a NY based fee-only Registered Investment Advisor. Previously, Mr. Ruggirello served as an Analyst at Centre Asset Management, LLC. Robert holds a MS in Financial Statement Analysis & Securities Valuation from Baruch College and BBA in Finance from Pace University's Lubin School of Business. Robert is a CFA charterholder and a member of the CFA society of NY.
Brave Eagle Wealth Management specializes in holistic portfolio management for retired members of the FDNY. Our approach is differentiated in how we incorporate human capital and insurance levels into the asset allocation decision. We use financial assets to build a completion portfolio that diversifies away from the risks associated with our clients human capital.
We use a combination of active and passive investments in an expanded asset allocation framework that includes real assets and absolute return strategies.
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MS Industrial and Applied Mathematics, Northeastern University.
Value Investor, Mathematical Background, Event Driven.
While I have a strong mathematical background, it wasn't until I took classes in graduate-level Macro and Microeconomics that I finally realized my true interest in applied math. Even though I have studied technical analysis and mathematical application to investments and portfolio structure, value investing always derives from hard work. I believe vital connections can be made from math to economics to investments through deep research; anything from company filings, press releases, books, and scholarly journal articles apply. If we are able to connect our research to businesses and the economy, and then affix mathematical applications to specific valuation motifs and technical themes, then we can work toward finding productive investments.
I hope readers enjoy my analysis, can learn from it, use it, and even provide feedback to help me improve, as I always set out to develop better skills, more breadth of knowledge, and expertise in both economics and investments.
"I am a great believer in luck, and I find the more I work, the more I have of it." -Thomas Jefferson
Matt Franz is the portfolio manager at Eagle Point Capital, LLC, a private investment company. Eagle Point uses value investing with the aim of compounding capital at high rates over long periods of time with minimal risk of permanent loss. Matt writes about investing on his blog, mattfra.nz.
Luis V. Sanchez CFA, is a Managing Partner at Overlook Rock Asset Management LLC, an investment firm which manages separate accounts for clients. Overlook Rock employs a hedged systematic value approach to investing which marries quantitative techniques with value investing principles. If you would like to sign up for Overlook Rock's email list in order to receive our quarterly investor letters and other market commentary use this link: https://t.co/7V27P8vXbK
Former broker, now an independent analyst/writer on Seeking Alpha and founder and editor of the Growth Stock Forum. Focusing on small-cap, mid-cap and biotech stocks. Looking for substantial sales and earnings growth potential and seeking the best risk-adjusted returns from my stock selection. Taking advantage of medium to long-term momentum.
My articles represent my personal opinion and analysis and should not be regarded as investment advice in any way. Readers and subscribers should do their own due diligence and/or consult their financial advisor before making decisions to buy or sell securities. Trading and investing include risks, including loss of principal.
Exclusive research: http://seekingalpha.com/author/oneil-trader/research
I look for companies with a margin of safety to their value, and I dislike downside risk. I subscribe to the first rule of investing: "Do not lose money."
I believe small and microcap stocks are the best place to look for value in the markets, as most people overlook these companies, making them more likely to be mis-priced. To exploit these opportunities, I have a subscription service with multiple microcap calls every month.
20yrs in mortgage trading at several big shops followed by switch to buy side last 10yrs. Now a macro events equity oriented carry trader in high cash payout plays and when to get in/out .
Focus on retail oriented small caps such as mortgage REITs , closed end funds , energy trusts , preferred stocks and most any investment with high cash payouts linked more to macro events like rates , commodities , credit markets , etc . My core back ground is the bond business
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.
Tom is a Commercial Real Estate Investment Advisor. He began his career at a large investment bank as an equity research analyst covering regional banks. Since transitioning to Commercial Real Estate in 2012, Tom has primarily focused on investment sales. Self storage investing and developing is his core competency. His clients include private equity groups, REITs, private investors, and self storage owners.
Laughing Water Capital is a concentrated, long biased investment partnership open to accredited investors. We focus on owning pieces of businesses that are suffering from temporary problems or that are misunderstood by the market due to the vagaries of GAAP accounting or some sort of structural impediment. We consider our portfolio companies to be our partners, and we look for our management teams to have significant equity ownership in our companies. Properly incentivized, we expect our management teams to guide the company past their problems, at which point we will benefit from operational improvement and multiple expansion. Patience is essential.
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.
Perhaps more than any other time in the last six decades, the fate of markets is inextricably intertwined with the ebb and flow of geopolitics. From the ECB's attempts to use the central bank's balance sheet to influence political outcomes across the eurozone to Saudi Arabia's efforts to transform the kingdom's influence over crude prices into an instrument of foreign policy, it's become increasingly clear that one simply cannot fully comprehend market movements without a thorough understanding of concurrent political outcomes. Drawing on extensive experience in both politics and finance, Heisenberg will help demystify a world in which investors can no longer hope to conceptualize markets as existing in anything that even approximates a vacuum. "I am the one who knocks."
Day trader whose strategy is based on arbitrages in preferred stocks and closed end funds.My group consists of 10 traders.We trade every single preferred stock or closed end fund that provides an arbitrage opportunity. Our research includes stocks that most of the people have not even heard. We have developed our own statistical tools that make most of our arbitrages statistically proven. As a trader I don't just analyse , I trade my analysis and pay the price when I am wrong.That is the main reason I respect opinions only when backed by taking the risk of being wrong.Words or opinions mean nothing in this business and the only person who is right about a certain situation is the one who makes money out of it.
Shmulik Karpf works as an equity analyst at Leumi Global Markets. Prior to that, he worked as an analyst at the Tel-Aviv Stock Exchange, He is also a certified corporate attorney in Israel. Shmulik constantly attempts to come up with new creative investment ideas that go beyond the standard line of analysis.
Asif Suria is an entrepreneur and investor with a focus on event driven strategies including merger arbitrage and insider trading. He publishes a weekly post that includes the latest mergers and highlights the largest spreads. He also publishes a weekly post that highlights the top 5 insider purchases and sales of the week. Asif is also one of the earliest contributors at Seeking Alpha and has been regularly contributing content since 2005.
Full-time value investor, with past experience in M&A advisory and private equity. Always on the look for excellent businesses available at bargain prices. Focused on a small number of well-researched opportunities for the long-term. Based in Poland.
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Peter Rabover, CFA - Portfolio Manager
Peter has been a Director of Research for Artko Capital, since July 2014. In this capacity, Peter researched investment opportunities for hedge fund and family office clients. Immediately prior to launching Artko Capital, Peter was a Research Analyst for a value oriented fund in Santa Cruz, CA. From 2012 to 2014, he worked within the investment management arm of Scharf Investments. During his time with the firm, he was the lead analyst on all energy and financial investments, in addition to his generalist research work and assisting in fixed income research. Prior to joining Scharf Investments, he worked for Hahn Capital Management in San Francisco as a Senior Analyst from 2005 to 2010, and as an Analyst Consultant to Rainbow Fund in 2011 and 2012. Peter began his career in business as an M&A analyst with US Steel, as well as an Economic Development Volunteer with the Peace Corps in Kazakhstan from 2003 to 2005. Peter graduated from Duquesne University with a B.S. in Finance in 2001 and an MBA from the Darden Graduate School of Business at University of Virginia in 2011. He has had the Chartered Financial Analyst designation since 2004 and is a member of the CFA Society of San Francisco. Peter is an avid ultra runner and volunteers with Big Brothers Big Sisters.
David Nelson, CFA is the Chief Strategist of Belpointe Asset Management. The members of his firm, DC Nelson Asset Management LLC (DC Nelson), recently merged into Belpointe. At Belpointe he will continue to manage his Alpha Select Portfolio. He is a Chartered Financial Analyst (CFA), a designation issued solely by the CFA Institute (formerly the Association for Investment and Research or “AIMR”). Follow on Twitter @davidnelsoncfa Relevant Experience: David founded his own investment firm in October 2000. Prior to forming DC Nelson, David was a portfolio manager at Lehman Brothers’ New York City office, where from 1997-2000, he was responsible for managing the assets of high net worth clients and small institutions. Lehman approached David at Morgan Stanley Dean Witter where, from 1995-1997, he played an active role in management at their flagship New York City office. Previously, he was a Financial Consultant for Merrill Lynch. He is a frequent commentator and guest on Fox News, and Bloomberg TV where he discusses markets, politics and individual securities. David also frequently lectures on the financial markets, including several recent appearances before the American Association of Individual Investors (AAII). David’s investment career follows his well-publicized success in the entertainment industry where he performed with recording artists The Turtles, David Johansen and Nektar.
Steven H. Goldman is a commercial litigation lawyer and senior partner in the Toronto law firm of Goldman Hine LLP. Steven graduated with a B.A., President's Medal recipient (1976, Carleton University, Ottawa, Ontario) and J.D. (1980, Queen's University, Kingston, Ontario). He is a former member of the board of directors of Tribute Pharmaceuticals Inc., a Canadian public pharmaceutical company which recently merged with Pozen Pharmaceuticals on February 5, 2016, and now known as Aralez Pharmaceuticals (Nasdaq: ARLZ). He is currently a member of the board of directors of both Comstock Metals Ltd. (TSX.V: CSL.V) and Select Sands Corp. (TSX.Venture: SNS.V and OTCQX: SLSDF). Steven is a member of the Executive of the Ontario Bar Association, Franchise Law Section as well as the American Bar Association, Franchise Forum (Associate Member). Steven was President & CEO of Speedy AutoService and Minute Muffler from December 2007 to December 31, 2009 (with approximately 160 locations across Canada).
Private investor searching for inefficiencies caused by institutional constraints. I focus on protecting the downside and identifying mispriced optionality. I like strong balance sheets with a catalyst and/or high ROIC businesses I can understand. Market cap agnostic, but I usually find the most interesting opportunities in microcaps.