I'm an old guy who's been a buy and hold investor for many years. I’ve learned a bit along the way, unfortunately often by my mistakes. I have been quite successful and have lived off my investing profits since my retirement, but have never been affiliated with any investment firm.
SMRE is authored by a CFA Charterholder, who worked in Sell Side Equity Research for 4 years.
SMRE's philosophy on investing has slowly evolved over time.
Some of the lessons include:
1) A good nights sleep comes from investing in companies you understand and believe in.
2) "Time in the market beats Timing the market".
3) Make sure your investing style matches the person giving you a recommendation (i.e. long term, short term, etc.)
Research is an educated guess on future outcomes. SMRE is here to share our assumptions on some companies we believe in. We hope you will challenge our assumptions!
Recommended Reading List A collection of investing and non investing books I recommend
Made In America - Sam Walton
Tuesdays with Morrie - Mitch Albom
The Happiness Equation - Neil Pasricha
Good to Great - Jim Collins
Influence - Robert Cialdini
I am a 40 year old investor with a long term perspective and a lot of patience. I mainly think about the future when investing in stocks. I do not care about what my selection of stocks will do next year, but what the result will be in 2040 or so. To paraphrase Warren Buffett: "You should only have stocks that you would feel comfortable having if the stock market closes up for 10 years." That means that I look for stocks that combine growth and value. It has been proven that the group of dividend initiators and fastest dividend growers outperforms the markets by far in the long run. So I mainly select stocks from this group, although I also select some non-dividend payers that I believe will grow out to great future value players. Hence: from Growth to Value. I appreciate your comments, because I believe I can learn a lot from your feedback and I believe in the wisdom of crowds.
Follower of Christ, Husband, Youth Pastor, and Student at Dallas Theological Seminary. I am a young investor focused on accumulating and building wealth until I transition to more passive, dividend growth style investing. I am not a professional investor, but I do enjoy the process of researching and finding undervalued gems in the market. Seeking Alpha has played an enormous role in my investing success to this point. Looking to give back in a similar way.
WestPeak Research Association is a capital markets group that aims to create quality equity research while enriching the education of its members through active peer mentorship and structured training seminars.
Bert Hochfeld is a convicted felon and former hedge fund manager. He was convicted of mis-appropriating funds from his hedge fund in 2012. .Bert started his business career at IBM working in the areas of product planning and pricing after completing military service Bert worked for IBM in the late 1960's and early 1970's before he took as a post as head of sales and marketing for Memorex Telex and worked there for most of the 1970's until he joined Raytheon Data Systems in a similar capacity in the 1980's. Bert briefly became a real estate developer in the Boston area before joining BMC Software as a product planning director in the late 1980's and early 1990's. Subsequent to that he entered the brokerage business where he became an enterprise software analyst, first at Louis Nicoud and then at Josephthal.&; Co. After Josephthal closed Bert started his own independent research consultancy specializing in enterprise software, storage and IT outsourcing. Bert also ran a small hedge fund. After his arrest and conviction, Bert closed both of those ventures and have been on a sabbatical the past few years. Bert currently manage his own money and those of a few close friends. All of these investments are in tech and we also take positions in small start-up ventures. ..
I lead the first example of a market wide conversion from fuel to lithium battery power as the CEO of a company that I founded and took from an idea to a global leader in its niche with offices in Europe and the US with wholly owned factories in Asia and major customers in over 30 countries.
With Seeking Alpha I have set out contribute the closest thing possible to an insider perspective and a visionary outlook on developments in and relating to the electrification of transport, in particular my commentary has focused on Tesla Motors Inc,. (TSLA)
My interest in Tesla stems firstly because this is a company I understand as its behavior matches my own experience in business to an extraordinary degree. Also owing to what I believe is its pivotal importance. I am keen to understand its interactions with the market still further through discussion and debate with others with varying views and expectations.
My background is divided evenly between science and engineering and brand building and marketing and I am equally comfortable in both the technical and aesthetic arenas but can perhaps serve best as an instigator and translator of engineering and business strategy into meaning in the form of brand value for non-technical persons.
From an investment perspective and as a business leader contemplating the growth in value and influence of a business, I am a believer in companies and strategies that focus on delivering meaningful brand value as the primary driver that yields all other metrics including the attraction of key and committed personnel, integrity in the design and function of systems, goods and services, valuable contracts and permits as well as financial structures that yield positive cash-flow growth and customers who are keen to support the company with both purchasing and promotion.
I am aware that the above describes the mode of conduct that is rarely achieved in practice, however it is no abstract theory that I espouse, it defines my own experience from the thick of delivering to those standards in a company growing at terrific speed from garage to dominant global brand. The body of commentary I have placed on this website is largely to aimed at demonstrating competence accordingly in a format open to public criticism.
Regarding contributions to this website, it is not my aim to promote nor to detract from the value of any particular stock. That being said, I am highly supportive of objectives I believe to be shared by Tesla in as much as they stand to be effective in achieving the widespread electrification of transport and the elimination of the use of hydrocarbons without reduction to the quality of human life.
I am also harshly critical of pseudo-science or other means of obfuscation that aim to promote the value of hydrocarbons as “green” or sufficiently “green” as well as misinformation aimed at hindering sentiment for genuine solutions to avoidable use. For example I have no issue with the statement “Natural Gas is cheap” but I will not tolerate the statement “Natural Gas is clean”. My issue in this example is not Natural Gas in the absence of a clean and economic alternative, it is selling it on an untruth as a means to supplant or suppress such an alternative.
If my comments aimed to expose mischief or to defend good science and reasoned thought in this regard yield no discernible justice for either camp, I would be all the more disappointed for it.
I believe that good business and good environmental stewardship are mutually attainable and in fact can yield better investment outcomes than clinging to old ways of doing things, and that goal has my support.
In the mean time, to the extent that any of my contributions here have helped you make a better-informed investment choice, then I am happy to have been of service.
David Allen is a retired private investor located in Hutchinson, Minnesota. David holds a degree from the Wharton School at the University of Pennsylvania and has more than 30 years experience as a business executive, consultant and investor.
Growth Stock Insider is the leading source of investment information about emerging high potential growth companies. The website focuses on “Post Venture – Pre Institutional” stocks where a track record of success already exists, but the big mutual funds haven’t moved in and bid up the prices yet. The reports provide brief overviews of what is going on at the companies, and where they appear to be headed. They should not be considered complete. Links to each company’s website and to Google Finance are available in the “Companies” section, enabling readers to conveniently find additional information. Diligent investors also should read the company’s SEC filings, press releases, webcast transcripts, and other data before committing funds.
Growth Stock Insider is available without charge. The material itself is copyrighted, though, so it can’t be used without permission. We are sure you will find the website informative and fun, and hope you use it on a regular basis.