Mr. Williams is a strategic advisor to automotive companies focused on PHEV drive trains, alternative energy grid storage and new battery technologies. He assists automotive companies commercializing highly efficient, environmentally friendly, powertrain technologies for light, medium, and heavy duty trucks, buses, vans and SUVs.
"One of the best ways to do well in this business is to go to areas that have been unexploited by research capability and work them for all you can." -Julian Robertson
Bram de Haas lives with his girlfriend and baby son in The Netherlands/Nijmegen. Living in a city once a Roman settlement later bombed by allied forces in WO II he is aware of the vulnerability of Empires and the impact of the unexpected.
His investment style can be summed up as safety first. Once safe: be agressive.
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In search of a better constructed, more efficient, easily replicable portfolio that is properly risk-balanced for growth with lower downside risk. Also scanning the market for high-quality assets at a discounted price.
Investment horizon is always medium- to long-term (12 months or more), and will often act as a contrarian to short-term consensus in order to identify the best longer-term investment opportunities. Tend to focus on technology and energy services sectors.
Founder Daniel Martins is a former equity researcher at FBR Capital Markets in New York City; finance analyst at hedge fund Bridgewater Associates; and associate auditor at General Electric.
Jonathan holds a bachelor's degree in Industrial Engineering and is one of Seeking Alpha's top contributors for dividend ideas as well as for long ideas.
According to tipranks Jonathan is among the top 2% of bloggers (as of Jan. 20, 2018: https://www.tipranks.com/bloggers/jonathan-weber).
Disclosure: I'm not a financial adviser. All articles are my opinion - they are not suggestions to buy or sell any securities. Perform your own due diligence and consult a financial professional before trading.
I am an entrepreneur, analyst and former EVP of a biofuel company, where I was head of trading and risk management. I am currently managing my own assets with a target return of 25% per year. The biofuel firm that I co-founded was sold in 2015. As the original lead partner of this company, I raised $275,000 in initial seed capital in 2016, and then together with a great team helped grow the business into a multi-million dollar enterprise with over 50 employees. I have 25+ years of experience in financial analysis, risk management and business development. Almost all of my career has been in energy and commodities. I have an MBA in Finance and a BS in Mechanical Engineering.
Majority interest in long term low risk holdings but now and again I enjoy a small-size speculative play.
Active retail currency trader and passive equities investor.
Author of Diary of a Currency Trader (Harriman House - 2013)
Lives in the UK.
I am a value investor focusing on REITS and other income producing stocks and etfs. I have accounting designations from both US & Canada.
Praise for Trapping Value
"If you have to read one REIT analyst today after reading all of the others …twice...read Trapping Value." - The Los Angeles Times
“Trapping Value traps you in with mesmerising numbers and never let’s go until you close your browser.”- The New York Times
“Once in a generation an analyst comes along who changes everything. It is highly probable that Trapping Value has heard of that analyst.”- Jeff Bezos
“Easily the best looking analyst out there.” Trapping Value’s mother
"Not just a pretty face." Trapping Value’s spouse
"It's a TRAP!!!!!"- Admiral Ackbar
Asymmetric Investing seeks to enhance the risk/reward ratio by learning from experience, but not assuming the future is a simple extrapolation of the past. Improvement in the accuracy of forecasts can be accomplished by considering cycles, waves and circles as opposed to strictly linear ways of thinking.
20 years with hedge funds as analyst, PM, and founder. Experience in start ups, angel investing, corporate reboots, and leading deals. Learned equity markets from a short seller and kept the rigorous bottoms up due diligence focus.
Get the facts, and the money will follow.
- West Point graduate and Army veteran; licensed Professional Engineer (P.E.) and Project Management Professional (PMP) with training in Six Sigma; I currently work for a consulting firm and am pursuing a PhD in Mathematics.
- Long-term value approach informed by Biblical principles and the Austrian school of economics with diversification in real estate, MLPs, and precious metals for an "all-weather" income portfolio.
- Research analysis of companies from Value, GARP, and DGI perspectives: I use my writing to build a watch list of well-managed companies with strong moats and balance sheets and then patiently wait for opportunities where the company's future earnings outlook is attractive relative to its current price and/or has an attractive dividend yield with strong growth prospects.
I have installed Enphase solar photovoltaic systems for 7 years. I have taken solar courses at SEI in Paonia, Colorado, and I have volunteered with GridAlternatives in Colorado installing Enphase solar systems on low-income family houses. I have a ~20,000-Watt solar system on my home and have no utility bill. I am a huge fan of solar PV, and believe free energy from the Sun is the only way to go to insure a bright future for the Earth. The fossil fuels should be left in the ground where they belong, and disasters like Fukushima and Chernobyl should be a wake-up call for the human race! We must embrace renewables for the human race's energy needs.
2016 returns: 22.40%
2017 returns: 22.05%
The REIT Forum is in the top 1% on TipRanks: http://bit.ly/cwmftip
The REIT Forum focuses on risk-adjusted returns with a defensive strategy. With a strong background in accounting and finance, fundamentals are a top priority. Buying a strong company with great fundamentals at an attractive price is a good long-term strategy. The subscription platform allows me to do a few things very well. It allows me to share the research I’m doing for my own investment decision making. It allows me to communicate rapidly with investors that are willing to pay for my best work.
The REIT Forum includes:
Subscriber only – Extensive research (thousands of articles) on 50+ companies, buy targets, and forward looking analysis.
Subscriber only - Weekly articles comparing 50+ preferred shares and finding the best opportunities. Preferred shares offer investors high yields with relatively lower risk.
Subscriber only - Analysis and updates on the REIT sectors. This includes finding the best investments within a subsector.
Subscriber only – Risk ratings and dividend sustainability research.
What is my view on risk?
The traditional view is to see earning excess returns as compensation for taking on high levels of risk. I believe it is far better to focus on earning returns from catching market failures. These failures happen due to poor liquidity and investors (including analysts) working with incomplete information. I believe that by knowing the individual companies well, the investor can step in when the “risk” is heavily skewed in favor of “returns”.
I do not try to generate higher returns, I try to generate more consistent returns by reducing the downwards risk. Occasionally that results in exceptionally high returns when something corrects, but it also means I am willing to pass on several decent opportunities because I want the risk/return profile skewed heavily in my favor.
Founder, CEO KPB & Co - Value Investor
Over the last decade, I have had the opportunity to test, and refine an investment philosophy rooted in value, a strategy practiced by Warren Buffet and other notable investors. This experience culminated in the launch of my holding company KPB & Co which holds a diversified portfolio of assets with superior economics. I currently hold a MSc. in Financial Economics, an MBA, and over 6 years of professional investment experience covering EM fixed income, and equity.
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.
Founder and Director of Gerring Capital Partners.
Publisher of Retirement Sentinel marketplace service on Seeking Alpha.
Visiting Lecturer at Ursinus College in the Department of Business and Economics.
Faculty Advisor to the Ursinus College Finance Scholars.
I am a former sell-side analyst -- UBS 1996-2002, Needham 2002-2006 and ThinkEquity 2006-2008. These days I review automobiles and other technology products, as well as analyze the automotive and technology industries, and coming up with long/short ideas. I also continue to write (less frequently) on macroeconomics and politics.
BSEE The Cooper Union, school of engineering 1966. Engineering manager Harris corp. 23 years Software development, Grumman Corp 10 years as project manager.
25 years managing my own IRA accounts, in retirement now with a CAGR of 11.25%
MBBS, MD, MBA (NYU-Stern, Finance): worked/did research at Cornell and Harvard Affiliated Hospitals
Portfolio Manager/founder for own US biotech/pharma-focused asset management firm, Vasuda Capital Management (vasudacapitalmanagement.com).
Founder/Editor: Vasuda Healthcare Analytics: SA Marketplace premium biotech/pharma research service
Founder and Sponsor: Vasuda Global Orphan/Rare Diseases Index, first global equity index representing the orphan/rare disease sector (vasudaindices.com), index calculator=Solactive A.G. https://www.vasudaindices.com
Bert Hochfeld is a convicted felon. He was convicted in 20212 of misappropriating funds from a hedge fund that he operated.
Mr. Hochfeld graduated with a degree in economics from the University of Penssylvania and received an MBA from Harvard. Mr. Hochfeld has had a long career in the tech world working for such firms as IBM, Memorex/Telex, Raytheon Data Systems and BMC Software. Starting in the 1990's, Mr. Hochfeld worked as a sell side analyst and won awards from the WSJ for his coverage of the software space. In 2001, Mr. Hochfeld formed his own independent research company, Hochfeld Independent Research Group, which provided research services to major instiutions including Fidelity, Columbia Asset, SAC Capital and many other prominent instiutions and hedge funds. He also operated the Hepplewhite Fund, a hedge fund that specialized in tech investment. In the 5 years ending in 2011, Hepplewhite Fund was rated the best performing small cap fund by Hedge Fund Research, and independent 3rd party firm that specializes in ranking managers.
In 2016, Mr. Hochfeld formed Ticker Target Investments, LLC. Ticker Target is the vehicle that Mr. Hochfeld uses to provide clients with investment consulting services and which publishes a newsletter and model portfolio, available to subscribers. Overall, Ticker Target keeps tabs on about 500 names in the space and is always investigating new investment opportunities. Mr. Hochfeld has published more than 300 articles on Seeking Alpha, all of them dealing with companies in the information technology space.
Americano: what are we doing? Quote: "It is well enough that people of our American nation do not understand our banking and monetary system, for if they did, I believe there would be a revolution before tomorrow morning."
Disclaimer: My articles and comments do not contain investment recommendations or personal investment advice to any specific person for any particular purpose. Any article or comment is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Do your own research or obtain suitable personal advice. You are responsible for your own investment decisions. Any information I publish is not a recommendation or solicitation to buy or sell securities, nor am I a registered investment advisor. Investing carries risk of loss and is not suitable for all individuals.
Experienced investor and analyst, with most of my career spent on Wall Street and in London. 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.
J. Stephen Castellano founded the investment research and strategy consulting firm Ascendere Associates in 2009, building upon a diversified 20-year career in sell side and buy side equity research. His roles included coverage of the steel industry at PaineWebber and telecom services at Warburg Dillon Read (the predecessors to UBS), where he worked closely with institutional sales people, traders and investment bankers. In addition, he provided analytical support for numerous independent valuation, consulting and investment banking studies, including for mergers, secondary offerings and IPOs. At Ascendere Associates, in addition to developing equity research for family offices and other clients, he has consulted for a number of financial technology startups and international consulting firms. These include Scout Finance, Maptycs, Eppione, GovBrain, and BCG Platinion, the risk management division of Boston Consulting Group, among others. Stephen holds a B.A. in English from Oberlin College, an MBA from the F.W. Olin School of Business at Babson College, and has passed the first two levels of the CFA exam. Stephen offers real-time access to his long/short model portfolio strategies, quantitative stock snapshots, and detailed fundamental equity research reports via the Seeking Alpha Research Marketplace.
Proprietary trader and hedge fund manager with many years experience of trading and portfolio management in global derivatives. Formerly a prop trader with a large Wall Street bank.
Hedgeye Risk Management is an independent investment research and online financial media firm. Focused exclusively on generating and delivering thoughtful investment ideas in a proven buy-side process, the firm combines quantitative, bottom-up and macro analysis with an emphasis on timing.
The Hedgeye team features some of the world's most regarded research analysts - united around a vision of independent, un-compromised real-time investment research as a service. We measure ourselves on our core values: Transparency, Accountability, and Trust.