Todd Kenyon PhD CFA has been working as an analyst and portfolio manager for nearly 20 years, and currently presides over a long-only asset management firm, which he founded in 2006. He specializes in uncovering value and exploiting behavioral inefficiencies in the market, typically with a long-term perspective. He previously served nine years as portfolio manager and equity analyst for a boutique firm with over $700 million under management, $150M of which Todd managed. He received his CFA charter in 2001. Todd has a doctorate and a master's degree in marine biology from the University of Miami, and received his bachelor's degree with a double major in mechanical engineering and biology from Bucknell University.
Conor Mahlmann is the Chief Executive Officer and Chief Compliance Officer of Kippington Capital Management. Prior to the firms founding, Conor worked as a commodity trader for The Scoular Company. He later transitioned his skills into various advisory roles within TD Ameritrade Investment Management, LLC. Conor holds a B.S in Agricultural Economics from the University of Arkansas.
ValueWalk has gained popularity among all circles for its breaking stories on hedge funds, and investigative reports on investments by major funds.
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I am the co-founder and chief strategist of UK-based, SEO & research firm Hedging Beta Ltd. Based in London, I previously worked for almost five years at Dow Jones/The Wall Street Journal (Feb. 2009 - Sept. 2013), producing research, commentary and analysis for the investment banking community. Prior to that, I contributed to the launch of Loan Radar (Dec. 2005 - Jan. 2009), where I worked for three years in London. I had stints in equity research at Bear Stearns in London (Jan. - Apr. 2005) and HVB in Munich (May - July 2005). I did his intermarket analysis research thesis with Unicredit Bank in Milan (Dec. 2003 - Sept. 2004). Married on 19 September 2014, I have a child, Matteo, who was born on 10 August 2011.
Reason Investments provides sophisticated advice to individuals, financial planners, and investment advisors through the ArcPoint Advisor platform. ArcPoint Advisor is underpinned by an innovative approach to risk tolerance assessment and portfolio construction. We offer our Better Retirement Investing service through the Seeking Alpha Marketplace. Better Retirement Investing blends the best elements of passive and active investing to optimize your 401(k) plan or other retirement accounts.
Professional economic analyst by day. My main business interests include retail, restaurants, and consumer products. I seek out companies with strong "moats" and attractive economics that are selling for a large discount to calculated intrinsic value. Visit my Stocks and Scuttlebutt blog for more articles, book reviews, and other thoughts on investing.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, CNN, Newsmax, and Fox. He is the #1 contributing analyst on Seeking Alpha in 2014, 2015, 2016, and 2017 (based on page views).
Thomas has co-authored a book, The Intelligent REIT Investor, and is the author of The Trump Factor: Unlocking The Secrets Behind The Trump Empire (available on Amazon).
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College and he is also on the Advisory Board of the Donald J. Trump Presidential campaign.
I am an oilfield veteran of 38+ years. Retired from Schlumberger since 2015. My background is drilling and completion fluids. I have authored a number of technical papers on completion topics. I have worked around the world- Brazil, Russia, Scotland, and the Far East. I still maintain a training and consulting practice and am always willing to help people who want to learn.
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Experienced investor and analyst, with most of my career spent on Wall Street and in London looking at European equities. I enjoy the analytical chase, and the prize of getting it right, especially for overlooked or under-appreciated stocks.
As a CFA with a solid accounting background, I respect the numbers. Being able to first establish a fact-based view is critical to the process, and independent thought is key. That way we can at least have a basis for comparison to views from the market, which is the ultimate judge.
"To be best of breed requires a strong moat and I believe that this is something that can not be found by just looking at the numbers"
You may find my writing style to be a bit different - I heavily prioritize the business model over anything else. There are many businesses with great earnings and dividends histories - how do you know which ones will continue to prosper in the future? We must avoid investing like a stock screener and should carefully filter out companies that look good on paper but in reality posses no moat.
I am most influenced by Peter Lynch's teachings in "One up on Wall Street." I highly recommend this book for all beginning investors. I should point out that there is much more to learn from him than "buy what you know" which even is not ever said in his book. Lynch taught me to focus on understanding the business model and the free cash flow.
I hope to contribute to this stock community and keep investing fun (and profitable!)
Current Conviction Buys:
Simon Property Group (SPG)
I am a graduate of the U.S Army Ranger school and a former member of the 1st Ranger Battalion and The Old Guard (U.S Army Honor Guard.) I am a retired law enforcement officer. I have approximately 16 years experience as a retail investor. I focus on value stocks, preferably with a long history of dividend growth. I occasionally write on the special situation trade and on any stock with a compelling story. I trade with 10% of my portfolio as I find trading keeps me on the market's pulse. Best of luck in your investments, Chuck
Worked as engineer. Filed 7 patents. Became fascinated with EMT. Started hedge fund from scratch. After 20 years still welcome at family Thanksgiving dinners. Markets are mostly efficient but not always, knowing the difference...priceless.
Investment process is looking for top shelf management that operates a business with an enduring competitive advantage with catalysts to drive earnings.
Regular guest speaker, fiance department, Iowa State University
Alex Pettee, CFA. President & Portfolio Manager.
Hoya Capital Real Estate is a Connecticut-based Registered Investment Advisor that focuses on research of the commercial real estate industry, and advisory of well-balanced public real estate equity portfolios. All of our research is for educational purpose only, always provided free of charge exclusively on Seeking Alpha. Recommendations and commentary are purely theoretical and not intended as investment advice. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.
I manage a conservative portfolio of blue-chip equities. I target dividend-paying blue chips on sale. The majority of my articles will focus on what I know best (and what is under-covered on Seeking Alpha), Canadian mid and large caps. REITs are my focus, though I dabble in everything. Ranked 3rd on Seeking Alpha for Services stocks!
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John S. Rhodes is the founder of the Digital Coin Collective. The DCC is a premium research service that focuses on money-getting Bitcoin, Ethereum and blockchain investments. Special attention is given to "off the radar" lucrative cryptocurrency investing situations such as initial coin offerings (ICO's), government deep think, BigCo blue chip, fintech software and services. Exclusive digital money investment ideas, alt-coin insights, and unique resources are also available for members only.
Value Digger holds MSc. in Electrical Engineering, speaks four languages and has lived in the U.S. for many years. He is a full-time, deep value investor and a well-known freelance writer who has been consistently ranked in the TOP-100 on TipRanks out of over 6,000 financial bloggers and analysts since 2012. He is the Publisher and Editor of "The Alpha Discoverer", an insightful investment newsletter on TheMaven (MVEN) platform. Also, he has one of the highest Followers per Article (F/A) rates in Seeking Alpha. His F/A rate in Seeking Alpha exceeds 30 followers per article.
In 2014, Value Digger created a big community of deep value investors on his own website www.nathansbulletin.com. In 2015, Value Digger launched "Value Investor's Stock Club" on Seeking Alpha, a top-ranked deep value research service which includes an unparalleled, actively-managed and high-return Portfolio of unknown/underfollowed stocks. In 2017, Value Digger launched "The Alpha Discoverer", an insightful investment newsletter on TheMaven (MVEN) platform.
The Quarterly Performance Reviews PROVE his high returns and are available to his subscribers on Seeking Alpha and TheMaven. For reference, when Value Digger was managing money in the early 2000s, his Portfolio's annual ROI consistently exceeded 70%. His Premium Research is based on a comprehensive review of company-specific factors, macro conditions, competitors and the industry trends. Value Digger uses his analytical skills, goes against the grain and repeatedly discovers disconnects in a variety of sectors.
When it comes to his publicly-available picks and his free articles, Value Digger has a success rate of ~70%, an average return per recommendation of ~20% and a 5-star rating (TipRanks.com), which is the highest category quality ranking used to evaluate financial experts. TipRanks.com is a comprehensive investing tool that allows private investors and day traders to see the measured performance of anyone who publicly provides financial advice. TipRanks.com collects data, evaluates and ranks over 6,000 financial experts worldwide.
After 30 years of investing experience in the international markets (U.S., Canada, Australia, Europe), Value Digger has formulated a deep understanding of valuation analysis and his investment philosophy is firmly grounded in Ben Graham-style value-oriented opportunities that often have an assymetric risk/reward profile. On that front, he has created a unique proprietary database with thousands of publicly-traded companies per sector, which helps him spot the bargains and the bubbles before many investors find them.
I have one rule when it comes to investing: think ahead. There’s more to that than “it’s gonna go up!” What’s the primary force moving it up? What change in conditions would warrant a change of opinion? And as always, if things don’t pan out as you think they might, what are you going to do?
If you look at the world as a function of past choices, then you can understand the future as a function of present choices. As long as we continue to think the same, in both the philosophical and psychological sense, then we can analyze what has happened and why it’s happened to see what will happen, and why it will happen.
I am the founder and CEO of a successful NYSE company that returned 22% annually to its IPO investors over a 13.5 year life as an independent company. I have been a director at three public companies, a trustee of a major college and of a science museum.
I manage my own investments, and tend to be a contrarian. I try to look at companies from the perspective of their ability to grow long term cash flows and also whether they are efficient in using capital.
I have been successful as a trader, but prefer investing to trading.
Inspired by fellow SA contributors, especially other young dividend investors, I decided to start contributing to SA.
I have a background as credit analyst for an international bank and an enthousiasm for Tech companies. In my portfolio I try to find a balance between the dividend growth companies and the sectors I prefer (e.g. Health, Tech and sustainability). In general my investment style is conservative and focused on the long term. Based in the Netherlands I have a different perspective on USD and EUR risks.
Keuka Capital, LLC is an unregistered investment advisor that partners with clients to manage their investment account. Keuka Capital has a long-term, value-oriented approach to evaluating investments opportunities and building client portfolios. Our client portfolios are typically comprised of fifteen to twenty individual stocks complemented by low-cost bond and commodity exchange traded funds. Contrarian by nature, Keuka Capital tends to open long positions in out-of-favor stocks that are trading below their intrinsic value. Keuka Capital is incubating a total return fund with the objective of maximizing risk-adjusted returns over the long-term. Please see www.keukacapital.com for more information.
Leandro is a Director and Founder of Blue Quadrant Capital Management. He is the portfolio manager for the Blue Quadrant Capital Growth Fund, multi-strategy hedge fund, and the Blue Quadrant MET Worldwide Flexible Fund, a long-only unit trust. He has extensive experience in the industry having worked previously as a research analyst and portfolio manager.
Leandro graduated from the University of Cape Town with a BCom (Honors) in accounting and economics. In 2007, he attained the Chartered Financial Analyst (CFA) designation.
Avisol Capital Partners runs the Total Pharma Tracker Seeking Alpha Marketplace service. This is managed by Dr Asok Dutta, BVScAH and Dr Udaya Kumar Maiya, MD Oncologist. The service offers end-to-end research on both investing and trading ideas everyday, and includes a 150-stock watchlist and two 40-stock model portfolios that are continuously tracked.
Dr Dutta is a retired veterinary surgeon. He has over 40 years experience in the industry. Dr Maiya is a well-known oncologist who has 30 years in the medical field, including as Medical Director of various healthcare institutions. Both doctors are also avid private investors. They are assisted by a number of finance professionals in developing this service.
If you want to check out our service, go here - https://seekingalpha.com/author/avisol-capital-partners/research
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Scoots, an eleven pound shih tzu, loves to dart and zoom. His owner, a retired attorney, loves to do the same in search of highly desirable investments.
He practices VIGOR. Value + Income + Growth = Optimum Returns. This appraoch is intended to provide a diversified portfolio resulting in optimum returns for the risk assumed.
Value holdings are generally stocks selling below apparent fair value. Income holdings can include DGI stocks, MLPs, REITs, BDCs, CEFs, bonds, and bond funds. Growth holdings include primarily equities growing faster in price (and possibly yield as well) than those in their sector. (Some cash is held for security purposes and "dry powder".)
Value holdings might include the large banks, such as BAC and C; T; and INTC. Income holdings could include anything from JNJ; to MLP EPD; to REIT COR; to CEF PCI; to Bond Fund PONDX; to Treasuries. Growth holdings might include FB, GOOGL, AMZN, BABA, and AAOI. The ideal holdings will have characteristics of all three areas, such as ABBV, BIP, AVGO, MSFT, AAPL, BX, and HD. (All as of June 1, 2017.)