Highly skilled investment analyst with over 25 years of experience both on the sell-side at various investment banks; on the buyside, first as a partner and head of research at two multi-billion dollar hedge funds, then as an advisor on international equities to a £5bn AUM London based wealth manager. Currently Partner and Head of Research at Fenician Capital Management, a London based equity long short hedge fund.
Specialist in analysis of global industrials using a deep dive, balance sheet-focused approach. High returns achieved through identification of special situation opportunities both on long side (seeking a step change in profitability) and on short side (identifying balance sheet holes).
View my "short animated short" series on youtube: https://www.youtube.com/channel/UCKR0ZJeciV0oH853OzW1TcA
Michael Demaray is principal and founder of Elevated Capital LLC. He focuses on investing in companies in relation to their intrinsic value. He is a CFA charterholder and member of the CFA Society of Chicago.
His comments on SeekingAlpha represent his personal opinions and should neither be construed as the views and opinions of Elevated Capital LLC and its affiliated funds, nor an offer or solicitation to buy or sell any security, nor investment advice of any kind.
I am going to write about public market investing ideas. All asset classes welcome, but mostly equities. I will try to be concise and stick to factual analysis. Discussion focusing on the investment case is welcome. The frequency of posts will depend on how many ideas I find interesting / whether I have time to post. I accept no obligation to update historical posts with new information. I reserve the right to deal in discussed ideas without notification.
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
I speculate on & invest in things I know. Everything else is just rumor investing and/or pure gambling.
Here are some things I know about:
- mega tech corps
- companies that target yuppies
- yuppie behavior in general
- all that sustainability/yoga/green/vegan stuff
- restaurants & delivery
- dating & sex
Every once in awhile, I'll come up with an investment idea and write about it here. If I post more than 1 idea per month, I'm probably on tilt, haha.