TheBaron Investing is a long-only writer for Seeking Alpha with a focus on financial institutions, private equity firms, Real-Estate Investment Trusts and other companies/fields of interest. Published articles are intended to give readers a thorough understanding of the analyzed company, and bring investor attention to little-known companies with upcoming catalysts, or under-appreciated operational excellence, that allows purchases within a margin of safety.
Articles are intended to raise awareness of quality companies, and are for investor interest only. For actual investment advice, please consult a qualified financial adviser. TheBaron Investing strongly recommends diversified, ETF-focused investing for the majority of retail investors.
Tom is a Commercial Real Estate Investment Advisor. He began his career at a large investment bank as an equity research analyst covering regional banks. Since transitioning to Commercial Real Estate in 2012, Tom has primarily focused on investment sales. Self storage investing and developing is his core competency. His clients include private equity groups, REITs, private investors, and self storage owners.
Glenn founded GDS Investments in 2012. From 2001 to 2012, he worked for Alsin Capital Management, Inc. as an equity research analyst (2001-2003), co-portfolio manager (2003-2008), and portfolio manager (2008-2012). Before joining ACM, Glenn worked for Enron Corp. as a derivatives structuring manager, and for Commerce Bancorp (now TD Bank) as a real estate credit analyst.
He currently serves as an advisory board member of Value Conferences – an online-only conference featuring some of the most prestigious value investors across the globe.
Glenn has a B.A. in management (accounting concentration) from Gettysburg College and an MBA (finance concentration) from Southern Methodist University. He graduated in the top 10% of his MBA class and participated in study abroad programs both as an undergraduate (Seville, Spain) and graduate student (Melbourne, Australia). Glenn’s interests include running, cycling, golfing and youth coaching.
Centaur Investments seeks to take advantage of geopolitical and macroeconomic events. Long or short alpha is identified through specific event-driven catalysts or found in special situation stories. Research will dig deep into a company's industry, history, and management to uncover information which may have been overlooked or forgotten by the market.
Disclaimer: The information shared on this website represents the opinions and conclusions as expressed by the author. This content is illustrative and educational and is not a specific offer of products or services, or an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Information presented is believed to be factual and up-to-date, but the author does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Past performance is not an indicator of future performance. The reader is cautioned to conduct their own due diligence prior to investing in any securities mentioned in the content published by the author on this website.
The rat is the ultimate generalist. It survives many conditions, eats a variety of food, and crawls from the toilet after being flushed.
Investing favors the rat. Don't specialize in one method or asset class. Don't depend on optimal conditions to thrive. There's opportunity in all markets for those who aren't doctrinaire.
Specialists are at a disadvantage. They don't see deals in better places and can't change their investment approach when necessary.
All trades can be assessed through the Kelly Criterion. We take a bet if it has an edge. It doesn't matter if it's a value investment, short sale, or high flying IPO. I prefer to keep my mind open and have more options.
Individual investor. Strong preference for index funds. Researching a few stocks with great long-term potential for growth in earnings, cashflow, or assets. Mostly long, with rare short/option trades.
See more articles at https://compoundingcash.wordpress.com/.
I’m Peter Cech and I’m happy you have find my article. All I’ve ever wanted involves the stock market. You could say that I’m a stock market junkie. In fact, the only thing I like as much as reading financial reports is helping other people to better understand them. That’s why I created Premium-Flow.com and started writing articles. I try to combine knowledge collected over several years, with current information from reliable sources, put it into one piece and provide an enjoyable reading.
I am a personal investor with a focus on the medium term (3-6 month periods) and an emphasis on sector rotations and following institutional flows. I have experience managing a small collegiate hedge fund overseeing the Utilities, Energy, and Materials portfolios consecutively over a two year period, and have generally outperformed the S&P500 on absolute and risk-adjusted performance.
White Collar Menagerie is a coterie of university students with an academic background in finance, economics, mathematics, and biology. We have had experience at bulge bracket banks, managed individual credit and equity portfolios, and have built upon a proven track record of discoursing shoptalk with biopharma or industry-specific management. We research and write methodically on the topics of macroeconomics, geopolitical events, biotechnology and pharmaceuticals, and novel investment vehicles and asset classes.
I am a value investor focusing on REITS and other income producing stocks and etfs. I have accounting designations from both US & Canada.
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Assaf Nathan is a co-manager in Eden-Alpha fund, a hedge fund based in Israel and operates in various world markets. Assaf strives to find cheap companies with excellent managements, but also analyzes workouts and companies that are in financial distress.
I am mostly a daytrader engaging in both long and short bets intraday and occasionally over the short to medium term. My focus is mostly on tech stocks and more recently the shipping and offshore drilling industry. I am located in Germany and have worked quite some time as an auditor for PricewaterhouseCoopers before becoming a daytrader more than 15 years ago. During this time I managed to successfully maneuver the burst of the dotcom bubble and the aftermath of the world trade center attacks as well as the subprime crisis. My return on invested capital has been mostly good and at times reaches up to several 100% annually so I will most likely be around for some more years.
California Licensed Attorney, Business and Information Technology consultant, and biotechnology entrepreneur. Individual investor investing in small, mid, and large cap IT and Biotech companies. Main concentration is event driven investment in option derivatives of high tech and biotech stocks. Concentration on medium time horizon of 6 to 36 months.
Strategic Investor is a full time consultant and part time portfolio manager.
He holds a BA from the University of Chicago and an MBA from the University of St. Gallen.
Focus is on deep value, fundamental analysis and portfolio concentration (with no more than 10 issues at any one time). He looks at firms both as going concerns and as resource converters (not necessarily in that order) and tends to buy based on known assets and their plausible values, including those which have little or no balance sheet presence.
When not reading financial reports, working and being a father to his young daughter, StrategicInvestor also maintains a blog at https://strategicinvestor.blogspot.com.
Tenured investment professional with experience managing small cap portfolios. Managed +$500 million in mutual fund and institutional accounts. Long/short hedge fund experience as well. Skilled at developing unique insights, detailed Excel models, and discounted cash flow valuations.
Retired CPA/CFE and Professor Emeritus in Accounting, PhD in financial management; TCU MBA, and a long career in public practice, internal audit, and teaching accounting, investments, financial statement analysis, and ethics.
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Maglan Capital, a fund with a core focus on identifying liquid, fixed-income instruments and equities of corporations either in or approaching bankruptcy, restructuring or other value-unlocking events.
Small and micro cap fundamental value investor. Buy high quality businesses trading at deep discounts to intrinsic value in situations where I think I have an analytical edge and line of sight to catalysts to unlock value in the next 1-3 quarters.
Individual Investor focused on under-followed, misunderstood, and otherwise underappreciated securities. I prefer companies that generate free cash flow, or have the ability to do so soon, that may have a bit of an "uninvestable stink" on them. In these situations, I believe a large discrepancy between price and value provide an adequate margin of safety while the situation plays out and becomes viewed as "investable" again.