Jason Rivera is the author of How To Value Invest and has invested for five years and completely dedicated himself to becoming an excellent value investor in February of 2012. He is completely self-taught from books, websites, blogs, etc because he was not able to go to college due to health issues. He is a very conservative deep value and special situations investor who concentrates mainly on micro and nano caps and melds the philosophies of Warren Buffett, Benjamin Graham, Seth Klarman, and Joel Greenblatt into his own company analysis. He is aspiring to build his own "personal" MBA through the knowledge he is constantly gaining and contributes articles to Seeking Alpha, Guru Focus, Benzinga, and Insider Monkey. If you like my work feel free to visit my blog at http://valueinvestingjourney.com where I write about various investing topics, post my articles, list my goals, and where I have posted my investing philosophy. If you have any comments, questions, or potential job opportunities for me please contact me through Seeking Alpha, through my blog above, or at firstname.lastname@example.org
Equity research analyst, investment writer, and entrepreneur. Value, growth, momentum and market timing.
My investing style is influenced by Ben Graham, Warren Buffett, Peter Lynch, Geoff Gannon, Philip Fisher, Joel Greenblatt, William O'Neil, Mark Minervini, and Jesse Livermore.
Asia Value & Moat Stocks is a research service for value investors seeking value stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high quality businesses, hidden champions and wide moat compounders).
Those who believe that the pendulum will move in one direction forever—or reside at an extreme forever— eventually will lose huge sums. Those who understand the pendulum's behavior can benefit enormously. ~ Howard Marks
Investment ideas for Asia Value & Moat Stocks are generated from screens, insider trades, 13Fs, fund manager letters, analyst reports, blogs and forums. The initial ideas sourced are subsequently evaluated using The Cheapness-Safety-Quality (CSQ) framework, applying customized investment checklists to ask the right questions of the investments in question, along the dimension of cheapness, safety and quality. Asia/U.S. Deep-Value Wide-Moat Stocks' value investing philosophy borrows from the wisdom of value investing gurus, using both quantitative screens and qualitative inputs to filter the global stock markets for investment ideas.
Been doing this for about 5 years now and starting to get the hang of it a little bit thanks to great people and sites like this one. I am focusing mostly on Video game stocks in particular the Japanese ones which have been overlooked. I like to short stocks as well which has been rough in the market. Fan of Andrew Left even though I should have covered CC much earlier!! Biggest short AVXS biggest long NTDOY. Message me with any thoughts or ideas. I'm working on an article for the Japanese video game developers...
I have no special talents, I'm only passionately curious. Student of value. Follower of the underfollowed. Lover of the unloved. Contrarian, but not for the sake of being contrarian.
I grow up in the US and I am also an Israeli citizen- certified as an attorney at law and a portfolio manager. Today I have the privilege to "work" in the field I am passionate about- investing. My mission is to teach and apply value investing in Israel. I am inclined to quantative and empirically based value investing in small cap stocks. At our firm, Quantum Capital Markets, in Petach Tikva, Israel, I apply these strategies to my customers' accounts -SMA, IRA and Pension funds. My investment gurus are Warren Buffett, Seth Klarman, Prof. Joel Greenblatt and Prof. Wes Gray. Last year I attended the Berkshire Hathaway shareholder meeting for the first time. I also dedicate my time to finding the best capital allocaters in the world who we can invest with for the long term.