Colin Ferrian Boulder, CO based, value-focused and primary research-driven investment analyst. Former sell-side sales for 2 years, buy-side analyst for 3 years, and now advising on internet-of-things M&A and growth strategies for both major tech companies and startups @HarborResearch. Criticism is highly valuable and always welcome. Twitter: IoT_Invest_News
Reid Green & Co is a private investment vehicle and investment research firm that focuses on finding superior investments in the equities markets for its own capital and for its subscribers. Our approach is based on a simple formula: In line with traditional value investing we seek to find listed companies which are priced substantially below what the underlying businesses are worth. Our subscribers get access to a steady stream of high quality, timely research and fundamental analysis on undervalued companies. We focus primarily on UK and US listed nano cap (£1m - £10m), micro cap (£10m - £500m) and small cap stocks (£500m - £10billion).
Independent analyst for technology M&A, corporate investments and IPOs at Seeking Alpha.
Founder and CEO at venture capital database: VentureDeal.com
Contact me at: djones [at] venturedeal [dot] com
Value investor running a long-only partnership/SMAs, as well as a Marketplace subscription for objective buyside research. Pseudonymous to protect my IR access but I’m always up for a conversation with anyone interested in value investing or mental models. I also collaborate with a few well-known hedge fund managers and am open to swapping notes if we're looking at similar names.
My Marketplace subscription service, called “Outsourced Analyst,” provides small-mid-sized funds, family offices, or high-net-worth investors the workflow of an analyst for a hundredth of the price. I write objective coverage of high-quality, underfollowed small-caps that I'm working on / following. Subscribers also have early (sometimes exclusive) access to writeups of some of my best ideas like those I've posted on LQDT, CRAI, FC, LGIH, BOOM, CSWI, and so on. Bonus material is thought pieces - I place a lot of emphasis on learning and getting better - so if/when I make mistakes, I'll write up postmortems with what I learned, and maybe they'll help you as well... Membership will be limited to the first 250 subscribers.
Seeking Alpha T&C requires me to disclose that I'm a registered investment advisor; regulations require me to reiterate that nothing I say is investment advice - it's just my Monday-morning-quarterback opinion for your entertainment and amusement. Always do your own due diligence, consider your own financial position, and consult your preferred financial professional before making any investment decision.
Buy-side investment analyst with 8 years of professional experience. Bortner Investment Research provides investment research and consulting services to a limited number of institutional clients. Previously I was a partner at a start-up hedge fund that was spun out of a top-tier value investment manager with approximately $20B in AUM. Over 5.5 years our fund successfully raised over $100m in AUM and our long investments achieved gross returns of roughly 18% annualized on invested capital (i.e. when we swung the bat). Prior to that I was an analyst at another well-known asset management firm with approximately $4B in AUM. Over my career I have initiated and provided research coverage on long-term investments totaling in excess of several hundred million dollars.
I seek to invest in high-quality businesses (durable competitive advantage, stable revenues/cash flows, high returns on capital, etc.), with strong balance sheets, run by capable and appropriately incentivized management teams, at prices I believe should provide investors with mid-teens or better annualized returns over 3-5 years. This return is primarily comprised of FCF yield plus a conservative estimate for organic growth. Upside to this IRR estimate can come from higher rates of growth, the potential for value accretive capital allocation, and/or multiple reversion.
As an undergraduate student I coauthored “Stock Return Expectations and P/E,” which was published in the Journal of Portfolio Management in 2011. I am also a member of Western Washington University’s College of Business and Economics Investment Management and Scholarship Fund Advisory Board.
Disclaimer: The author is not a Registered Investment Advisor. Nothing in the author's articles should be read as offering specific investment advice to any individual investor. The opinions expressed are personal to the author and should not be considered an offer, invitation, or recommendation to buy or sell any securities. Individuals should not make any investment decisions without first consulting his or her own financial advisor and conducting his or her own research and due diligence.
An entrepreneurial generalist who has served principally as a business leader and consultant in the information technology, communications, and business services arenas. Now retired, a stock picker and writer who enjoys writing about the semiconductor memory industry, among other things. When I'm not doing that I'm backpacking, cycling, and playing with my grandchildren.
PhD scientist by training, engineer by inclination. Retired more than 10 years ago as VP of S&P500 company that most have never heard of, but nearly everyone benefits from one or more of their products or services every day. Market investor for more than 40 years. Have tried everything from "invest in what you know" to blue chips to OTC to day trading & back. Have had plenty of losers, a few 100%, but enough winners to net positive in each approach overall. But the real money that I've been lucky enough to gain has come from a few good growing companies that I've held for years. Most financial "experts" would call my portfolio a disaster waiting to happen. But it has worked for me, and for the decade that I've been tracking the relationship, it's managed to outperform the S&P500 while keeping enough in cash to cover 5+ years potential drawdown if needed. My portfolio has rarely had any overlap with that of the Oracle of Omaha. But in addition to being midwesterners, I do have one other thing in common with the world's greatest investor - my favorite holding period is forever.
I am a 21-year-old college student studying finance and economics, and I have a passion for independently studying investing. I have been heavily influenced by Warren Buffett, Benjamin Graham, Phillip Fisher, Timothy Vick, Mary Buffett and David Clark, Joel Greenblatt, David Dreman, and John Bogle. Although I practice equity analysis, I am a very strong believer in index funds and their indisputable ability to outperform mutual funds as a whole. Prior to college, I raced mountain bikes professionally from the time I was 16 until I turned 20. Now, at 21, I am focused solely on learning all that I can about the investment world. I mainly focus on spin-offs and stocks that have fallen in price to see if they still possess strong fundamentals.
Samadhi Partners is a tech-focused equity research firm that treats the tech sector "as its own asset class." Our research is actionable and designed to help generalist institutional investors compete with tech sector specialists and provide tech sector specialists an iconoclastic perspective. Register for our Samadhi Brief Newsletter today. You can follow our analysts here: Fred McClimans, John Freeman, Zach Mitchell.
Long Cast Advisers (LCA) is a Brooklyn based RIA that provides concentrated small cap investing to individuals, endowments and family offices. We do this with the most differentiated approach - individual stock selection - that is apart from and indifferent to the markets.
Our goal is to maximize the long term returns on client funds by allocating an agreed upon portion to small cap stocks balanced against cash. Then we seek to buy great companies that are changing and if we are right, we hold them. If we are wrong - and that will inevitably happen - we sell them.
With +12 years institutional research experience and +20 years investing our own funds, we know that we are not smarter than the market. But we are more patient and that allows us to envision opportunities unfolding over time, beyond the immediate present or next quarter.
Because we focus on smaller companies, we consider ourselves part owners of the businesses we invest in. We tend to engage with management at least minimally (and occasionally more), we also engage with customers and competitors, and notably, we won't invest in companies that sell products or services we would be ashamed to discuss: As best we can, we avoid businesses that drop bombs on people’s heads, despoil the environment, profit on suffering or await a bigger fool.
We are not market prognosticators. We view prognostication as Marx viewed religion; it is the opiate of the investment masses. Apart from using a benchmark for comparative purposes, and unless there is a direct corollary to a company or its valuation, we are generally indifferent to the overall market.
LCA is licensed and state registered. We use Interactive Brokers as a platform and third-party custodian for separately managed accounts. We describe our business as "the food truck version of a hedge fund" in that we select stocks and manage the portfolio like a fund, but the costs are lower and the approach is completely transparent. We manage appropriateness by allowing the client to select the target allocation between cash and stocks.
LCA's CIO is Avram ("Avi") Fisher and the firm's investment philosophy is informed by his >10 years experience as a sell-side analyst covering large-cap industrials, business services and E&C's, taking only the best parts - the in-depth research - while avoiding the short-term next-quarter beat-raise insanity. He has additional experience in private equity, as a private investigator and as a former cub reporter and writer. He continues to write, here and on his blog, as a way to organize his thoughts and to share some of his ideas with other like-minded patient, small cap investors.
Disclaimer: All content written on Seeking Alpha by Long Cast Advisers is for informational and educational purposes only and should not be construed as a solicitation or recommendation to buy, sell, or hold any specific security or class of security. LCA's opinions expressed herein address only select certain aspects of the companies mentioned and cannot be a substitute for comprehensive investment analysis. Any analysis presented herein is illustrative in nature, limited in scope, and is for discussion purposes only. The information upon which this material is based was obtained from sources believed to be reliable, but has not been independently verified. Therefore, LCA cannot guarantee its accuracy. Any opinions or estimates constitute the author's best judgment as of the date of publication, and are subject to change without notice. Equity investing is subject to various risks including the total loss of capital.
Lovely Sharma is an expert of web technologies & an experienced digital marketing expert. From optimizing web to streamlining content, urls and off-page optimization, there is no web promotion trick that is skipped from his expertise. While working on live sites, like eminenture.com and many more, he stays current on every update in SEO, SMO & SEM.
I have been in the industry for 9 years involved with Wealth Management, Investment management, Trading and Hedge funds .
Now I am working as Head of Distribution and Acquisition of Benzinga, a financial media and data provider. I have always had a passion for the markets and learning what makes them tick and ways to profit off information.
Benzinga has a real time news service and calendars (pro.benzinga.com) that many traders utilize to make short and long decisions.
Please message me if you want to chat or hear more about Pro.
I work as a Software Engineer on the Advanced R&D team at Hyundai Mobis (Autonomous Vehicles) as well as serving as a marketing consultant/web designer and developer for small businesses. I search for companies unlocking value that other people cant see (or choose not to). I make a lot of contrarian bets. Most importantly of all I am here to learn and share with the financial community. I love to teach people about finance. I tend to focus on contrarian plays with solid balance sheets and/or unseen future growth prospects. I also enjoy small cap prospecting and analysis. Remember that everything in life is cyclical, characterized by relative rising and falling action, peaks and troughs alike and the stock market is merely a device in which the impatient pay the patient in the long run.
I apply a cautious, conservative investment approach to a risky, highly-volatile area of the financial markets -- NanoCap stocks -- stocks with market caps of $50 million and less. This area has the highest long-term returns of any market cap sector, but the returns are concentrated in a few, high-quality growth stocks because of the number of frauds, inactive companies and rip-off managements in the overall sector.
Using proprietary Python software, each week I analyze the financial statement trends and price to intrinsic value of the roughly 2,000 Nanocap stocks that trade at least a few times a week and that have a trading value of at least 2 cents a share. The software runs hundreds of credit analysis ratios against 8 quarters and 15 years of financial statements.
I publish "The NanoCap 2000" a weekly Excel spreadsheet with a row of summary data on each of the 2,000 companies, and an embedded link to a six-page report of conclusions, statistics and graphs on the financial statement trends and price to intrinsic value of each company.
Quad 7 Capital, parent company of Quad 7 Research and Quad 7 Poker, was founded in 2017 by a long time investor, Seeking Alpha author, professor and politician. The company has expertise in policy, economics, mathematics, game theory and the sciences. The company has experience with government, academia, and private industry. Quad7Capital.com covers a wide range of sectors and companies, with particular emphasis on growth companies, REITS, biotechnology/ pharmaceuticals, precious metals, blue chips and small-cap companies. It further offers money saving tips and market news. Quad 7 Partners focuses on current events, earnings, and timely developments. Quad 7 Research aims to conduct 1-2 analyses per business day in addition to working with clientele, personal portfolio advisement and conduct freelance research. We are on stocktwits under Quad7Capital, and on Facebook and Twitter.
The author is a former hedge fund trader now working as an Independent Trader, Consultant and author of the Panick Value Research Report. The Panick Report is a newsletter and alert service focused on undervalued high yield preferred stock issues and some undervalued micro cap equities. Sign up in the Dividends section of the Seeking Alpha Marketplace to receive exclusive subscriber articles, daily sector updates, advance drafts of public articles and more. Email firstname.lastname@example.org for more information. See also my Panick Value Research Report Facebook site for tips on upcoming articles.
I am an independent investor. I have been trading my own money for over 20 years. I am focused on finding growth stocks that are priced like value stocks or stocks that are misunderstood or under followed. Generally, I buy stocks where I feel like my chances of losing money are low, but still offer the possibility of large gains. This almost always leads me to small and microcap cap stocks. I joined Seeking Alpha to share some of my ideas with others. I hope they are profitable. Twitter: MichiganTrader@SWMichTrader Please do your own due diligence and do not blindly buy stocks on Seeking Alpha articles alone (including mine).
Lares Capital, a long/short fund that specializes in small caps, option strategies, and low-liquidity equities. The fund invests in both domestic and foreign securities.
You can contact us at email@example.com.
I'm a young private investor. I prefer concentrated bets on small, quality businesses. I'm a strategic generalist, tactical specialist; I scan broadly looking for quirky things to become obsessed with for awhile, to accumulate clusters of competence in neglected niches. I'll place on my watch-list most anything that is predictable enough to value accurately, and wait for the right price. My idea horizons, which used to be ~1 year, seem to be lengthening.
My current top holdings are FN, KTCC, AGM, NVMI, EMAN, SILC, and SLP.
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.
Eric Nickolaison has a financial auditor background who holds a BA in accounting and MBA. He provides investment analysis through Offshoot Investment Research on SA which focuses on equity spin-offs and event-driven deep value situations. Warren Buffet once said, "You have to turn over a lot of rocks to find those little anomalies", which can be prevalent in Offshoot Investments areas of research.
I run an investment firm focused on small-cap value. I like simple, durable businesses run by shareholder friendly management teams with significant insider ownership. My investing blog is egregiouslycheap.com.
Boulder, CO based, value-focused and primary research-driven investment analyst. Former sell-side sales for 2 years, buy-side analyst for 3 years, and now advising on internet-of-things M&A and growth strategies for both major tech companies and startups @HarborResearch.
Criticism is highly valuable and always welcome.
ESP LLC is an energy consulting firm specializing in alternative energy systems, and energy economics. We Provide energy consulting services to businesses, utilities, municipalities, and implementation of distributed generation(DG) solar microgrid ownership and development. ESP also creates software systems for energy modeling, utilities and facility energy management.