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Author of Quantitative Risk & Value and two 4-star books, designer of the systemic market risk indicator MTS10.
Fred is an individual investor with a professional and scientific mindset. He gained extensive skills in software design, information systems, consulting, marketing, in various environments: nuclear industry, banking, hospitals, manufacturing, distribution, public agencies. He has a PhD in computer science, an MSc in software engineering and an MSc in civil engineering.
I manage investment portfolios for institutions and individuals (ranging from safe retirement income to aggressive long-term capital appreciation). If you are a "do-it-yourself" investor, I share model portfolios and investment ideas within The Value & Income Forum. You can learn more about me here. Please feel free to contact me any time. Thank you.
Uncovering select special situation stocks.
California Real Estate Broker
CEO and President of Gibralter Financial and Real Estate Services from 2001 to 2008.
CEO of All Valley Mortgage 1993-1995
Private investor, Author and trader from 1999 to present.
Andrew Walker, CFA, is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Mr. Walker also contributes to Sifting the World, a value investing forum.
Very interested in the intricacies of the balance sheet and cash flows and the opportunities they provides. My focus is on finding dividend stocks that that can be bought below or under the net present value of all future dividend streams.
“Over the long term, it's hard for a stock to earn a much better return than the business which underlies it earns. If the business earns 6% on capital over 40 years and you hold it for that 40 years, you're not going to make much different than a 6% return—even if you originally buy it at a huge discount. Conversely, if a business earns 18% on capital over 20 or 30 years, even if you pay an expensive looking price, you'll end up with a hell of a result.” - Charlie Munger
I focus on simple investing through rigorous analysis of long term value or special situations where I have a unique insight.
"Whole Grain" comes from a long family tradition as bakers.
I work as an M&A adviser primarily based in Toronto and as such may not comment on certain companies who I am actively working with.
I am a retired software engineer interested in various technical aspects of markets. I spend some time programming various market techniques, usually limited to price, breadth, and volume. I have found long-term trend-following techniques generally to be more successful than those of the short-term, but I keep looking at ST anyway.
INDEPENDENT Financial Advisor / Professional Investor- with over 30 years of navigating the Stock market's "fear and greed" cycles that challenge the average investor. Investment strategies that combine Theory, Practice and Experience to produce Portfolios focused on achieving positive returns over a period of time. My soon to be launched Marketplace Service "The Savvy Investor" provides winning advice in helping to avoid the pitfalls and traps that wreak havoc on your portfolio with a focus on Income and Capital Preservation.
I manage the capital of only a handful of families and I see it as my number one job to protect their financial security. They don’t pay me to sell them investment products, beat an index, abandon true investing for mindless diversification or follow the Wall Street lemmings down the primrose path. I manage their money exactly as I manage my own so I don’t take any risk at all unless I strongly believe it is worth taking. Blogging here on SA is part of my research. I write to find out what I think. I invite you to join the family of satisfied clients send an e-mail :email@example.com
I invest with passion and conviction, and I have the strength to stick with an investment until my thesis plays out, hence "Courage & Conviction Investing." My greatest gift is a rare ability to synthesize public information on a stock to formulate conclusions the market hasn't even considered. I share this unique skill with subscribers to my Marketplace service, Market Adventures. High-conviction investing isn't for everyone, but if you're in the market to make serious money and you have an insatiable appetite for risk, and you're willing to wait patiently for potentially big gains, then Market Adventures might be the right fit for you.
“When you are inspired by some great purpose, some extraordinary project, all your thoughts break their bonds: Your mind transcends limitations, your consciousness expands in every direction, and you find yourself in a new, great and wonderful world. Dormant forces, faculties and talents become alive, and you discover yourself to be a greater person by far than you ever dreamed yourself to be.” (Author - Patanjali)
“Tentative efforts lead to tentative outcomes. Therefore, give yourself fully to your endeavors. Decide to construct your character through excellent actions and determine to pay the price of a worthy goal. The trials you encounter will introduce you to your strengths. Remain steadfast...and one day you will build something that endures: something worthy of your potential.” (Author - Epictetus)
"Hope sees the invisible, feels the intangible, and achieves the impossible." (Author - Unknown)
"When I stand before God at the end of my life, I would hope that I would not have a single bit of talent left, and could say, 'I used everything you gave me." (Author - Erma Bombeck)
The Shock Exchange has a B.A. in economics and MBA from a top 10 business school. He has over 10 years of M&A / corporate finance experience. Currently head the New York Shock Exchange, financial literacy program based in Brooklyn, NY.
His book, "Shock Exchange: How Inner-City Kids From Brooklyn Predicted the Great Recession and the Pain Ahead", predicted pain ahead for the U.S. economy and financial markets.
In 2014 the law firm of Kirby, McInerney, LLP brought a class action lawsuit against Molycorp, Inc. for "materially misleading statements" in its financial statements. Kirby, McInerney used investigative journalism from the Shock Exchange to buttress its case. That's the discipline the Shock Exchange brings to every situation he covers for SA.
Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs. Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy. Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc. Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client. Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
2018 TOP PICKS: AAPL $225, AAXN $35/$36 HIT TARGET, $SYF 45/$46, $PBR HIT TARGET $15 NEXT $17.50, $VALE $15
TOP 2017 PICKS: $AAPL $150, $AAXN $35/$36, $KHC $112.5, $KO $60+ Profile up 10.2%
I've been trading options for eight years now. Always using simple strategies of selling puts, and buying simple calls/puts, and spreads.
Strategy 1 - Sell puts for premium - Expected returns between 30%/40% yearly. Expected hold time from 30 to 45 days per trade
Strategy 2- Buy calls or puts and spreads for long term swing trade. Expected returns from 100% up - Hold time between 30 days to 360 days.
Strategy 3 - buy calls/puts/spreads for short term profits - Expected returns of 50% and up per trade - downside of 50%- Expected hold time between minutes to two days.
Education: MBA, BSc Bus.Adm. Banking and Finance, and economics.
Work: Ex amazon.com, UPS, and Canon, several small companies. Ex trader JGM Securities 2001(Nasdaq stocks only).Ex series 7 and 63 holder 2001/2004.
Strong skills: Setting simple options trades on any stock for long term investing
Reading and analyzing financial statements and cash flow. Managing high growth companies.
I'm a professional poker player with an interest in investing. My investing style is build on the principles of Graham and Dodd: trying to buy companies that are on sale and have a margin of safety in case the investment thesis is wrong. I discuss all my picks at my blog @ alphavulture.com
Richard J. Prati, a seasoned business executive, investor, entrepreneur, philanthropist, and hands-on turnaround specialist, has served as Chief Executive Officer of Life Care Medical Devices since 2013 (www.lcmd.com), and CEO of Prati Management, a Family Office since 2012. Richard has 25 years of proven financial leadership and operational execution in investment banking, institutional equity sales, and professional investment management. As a Principal at several notable Wall Street investment firms, Mr. Prati has a strong history of exceptional value creation and a successful track record of transformational, business turnaround expertise including sourcing and executing transactions, accessing the public and private markets and catalyzing sizable revenue growth production. He has guided a wide range of emerging and established public and private entities in industries ranging from healthcare, biotech, medical devices, conglomerates, retail, industrials, information technology and semiconductors companies.
Mr. Prati Co-Founded, a young medical technology start-up, Singular Medical Technologies, Inc. (http://singmedtech.com/), and serves as Chairman. Singular addresses in a unique and innovative way the global problem of PACS incompatibility and hospital consolidation. Mr. Prati also recently served as Vice Chairman of PVG Asset Management (www.pvgassetmanagement.com), a fund family with nearly $1 Billion in assets for three years, and is a board member and early-stage investor of the privately-held Centennial Brands company. In 2002 Mr. Prati was one of two co-founders of American Technology Research (AmTech), an independent research broker/dealer and negotiated the $35 million sale of AmTech to Broadpoint in 2008. He then served as President and Vice Chairman of the equities division of Gleacher and Company (GLCH, which merged with Broadpoint AmTech shortly after the acquisition of AmTech). In 2010, Mr. Prati accepted the position Senior Managing Director of Equities at Sterne Agee, a large regional brokerage firm that was recently acquired by Stifel Nicolaus. Prior to founding AmTech, Mr. Prati was a Senior Partner at SoundView Technology Group, ran the west coast and launched the Denver office as well as establishing firm records as the top revenue producer his final three years. Richard served as an Executive Director at SG Warburg (UBS) in institutional equity sales, after embarking on his successful Wall Street career as an investment banker at Dean Witter Reynolds (acquired by Morgan Stanley). He earned his MBA from the William E. Simon Graduate School of Business Administration at the University of Rochester and his B.S in Economics from Vanderbilt University.
The avatar is part of an insignia on the battalion crest of my last air defense unit. The insignia has a ship because the battalion began as "Coastal Artillery Corps" and evolved to become an air defense unit operating the Nike-Hercules Missiles equipped with nuclear warheads. The Fleur-de-lis is from the artillery battalion being posted to France during WWI. The ship represents an enemy target of the old coastal defense batteries. This battalion was my last and most pleasant posting as these missile sites throughout the USA were completely dismantled by 1975. Nothing took their place.There is no missile defense to save you. We're all on your own. Good Luck.
Founder of "The Contrarian", a premium research service, featuring the "Bet The Farm" Portfolio. Actively investing since 1995, I have soared like an eagle, and been unmercifully humbled by the markets. Achieved positive returns in 2008, and turned an account with $60,310 on 1/1/2009 into an account with $3,177,937 on 11/30/2009. My best years have been 1995-2003, 2008-2012, and 2016. My worst years were 2013-2015 & 2017. I believe inflation is coming, and we are at an inflection point in the markets.
Twenty year career as an investment analyst, investor, portfolio manager, consultant, and writer. Founder of Koldus Contrarian Investments, Ltd, which was incorporated in the spring of 2009. Dyed in the wool contrarian investor, who has learned, the hard way, that a good contrarian is only contrarian 20% of the time, but being right at key inflection points is the key to meaningful wealth creation in the markets. I believe we are near a meaningful inflection point, perhaps the biggest one yet, for the third time in the past 15 years.
Historically, I have had huge wins and impressive losses based on a concentrated, contrarian strategy. Trying to keep the good while filtering out the bad.
Seeking to run an all weather portfolio with minimal volatility and index overlays to capture my strategic and tactical recommendations along with a concentrated best ideas portfolio, which is my bread and butter, but the volatility only makes it suitable for a small piece of an investor's overall portfolio. The following are a couple of my favorite investment quotes.
"Life and investing are long ballgames." Julian Robertson
"A diamond is a chunk of coal that is made good under pressure."
"Knowledge is limited. Imagination encircles the world." Albert Einstein
I’ve been on top of the world, and the world has been on top of me. I have learned to enjoy the perspective from each view, and use opportunities to persistently acquire knowledge, and enjoy the company of those around me, especially loved ones, family, and friends.
At heart, I am a market historian with an unrivaled passion for the capital markets. I have had a long history and specialization with concentrated positions and options trading. Made money in 2008 with a net long portfolio, deploying capital in some of the market's darkest hours into long positions including purchases of American Express, Atlas Energy, Crosstex, First Industrial Real Estate, General Growth Properties, Genworth, Macquarie Infrastructure, Ruth Chris Steakhouse, and Vornado near their lows. Shorting, hedging, and option strategies also helped me in 2007 and 2009, and these are skills that I have developed ever since I started trading heavily in 1996.I enjoy reading, accumulating knowledge, and putting this knowledge to work in the active capital markets, learning lessons along the way.To this day, I continue to learn, and some of these learning lessons have been excruciatingly difficult ones, especially over the past several years, as I made mistakes allocating capital, including a sizable portion of my own capital (I always invest alongside my clients), to commodity related stocks. While all commodity related stocks have struggled since April of 2011, coal companies, which attracted me due to their extremely cheap valuations, and out-of-favor status (I am a strong believer in behavioral finance alongside fundamentals and technicals) have been the worst investing mistake of my career. The focus on the commodity arena has been the biggest mistake of my investment career thus far, yet in its aftermath, I see tremendous opportunity, even larger in scope than the fortuitous 2008/2009 environment.The capital that I accumulated and the confidence gained in navigating the treacherous investment waters of 2008 gave me the confidence to launch my own investment firm in the spring of 2009, right before the ultimate lows in the stock market. At the time I was working as a senior analyst at one of the largest RIA's in the country, and I felt strongly that the market environment was the best time since 1974/1975 to start an investment firm.
Prior to starting my firm, I was a senior analyst for three different firms over approximately 10 years (Charles Schwab, Redwood, Oxford), moving up in responsibility and scope at each stop along my journey. Since I was a paperboy, I have always had an interest in the investment markets. I love researching and finding opportunities. I am a Chartered Financial Analyst, CFA, as well as a Chartered Alternative Investment Analyst, CAIA. After starting in the teaching program at Ball State University, I switched to a career in finance when I turned a small student loan into a substantial amount of capital. I graduated summa cum laude with a degree in finance from Ball State.
Full disclosure, I am not currently a registered investment advisor, though I did serve in this capacity from 2009-2014, while owning Koldus Contrarian Investments, Ltd. Additionally, I held various securities licenses from 2000-2014, without a single complaint filed, and I continue to hold industry designations. At the end of 2014, I voluntarily let my state registration expire, as I transitioned the business to a different structure. Prior to this, I had passed, and held, various securities exams and licenses, including the Series 7, Series 63, and Series 65 exams, in addition to others, alongside my CFA and CAIA designations. Unfortunately, I did not file the proper paperwork to withdraw my state registration, and I did not disclose a personal arrangement, and subsequent civil case, between myself and a former close personal friend and client, that was initiated in 2011. I was unaware that I was required to disclose these items, and my securities attorney, at the time, did not advise me to do so. Previously, I had managed a portfolio for this gentleman, and we had taken an investment of approximately $7 million in 2009, and grown it to over $25 million at the beginning of 2012. After a difficult year of performance, an employee of the firm I owned, and friend, resigned in early 2013, and took the aforementioned client to a competing firm. As a result of not filing the proper paperwork, I agreed to a settlement, with a potential $2500 fine in the future, depending on if I choose to reapply to be a non-exempt advisor.
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.
A lifelong student of the markets, speculator, and investor, decades of experience have forged Adam into a hardcore contrarian. He believes in buying low when others are afraid, then later selling high when others are brave. He founded the financial-market research company Zeal LLC, and continues to write acclaimed weekly and monthly subscription newsletters.
Full-time investor. Formerly buy-side credit analyst (2yrs) covering Japanese + Asian companies. Before that, I was a cross asset derivatives salesperson at a large bulge-bracket firm, based in Tokyo (4yrs). I use Seeking Alpha to clarify and synthesize my investment thought process and to elicit feedback on my theses; additionally I like to connect with other investors and swap ideas.
You can read my finance-related blog at rapercapital.com (less organized than Seeking Alpha writeups, more my random musings on various finance-related topics).
Going forward I will try to tweet my investment-related thoughts/updates to articles/etc. You can follow me on Twitter, my handle is @puppyeh1
Always looking for new ideas across the board. Happy to exchange ideas/share thoughts/swap notes, feel free to private message me. I currently live in Singapore.