Florian Grummes (born 1975 in Munich) is an independent precious metals analyst, trader & investor.
He writes a bi-weekly in-depth gold and silver analysis for one of Germany´s largest gold and silver retailer the „pro aurum“ group.
As well he is publishing a bi-weekly comprehensive gold analysis for his numerous international readers.
He is well known for combining technical, fundamental and sentiment analysis into one accurate conclusion about the gold market.
Finance professional in the Silicon Valley with a long/short-only, valuation-based approach to investing in high growth technology companies. Prior to joining the tech industry, covered software and internet companies on the sell side.
I am an activist investor in US and Chinese stocks. I was previously an investment banker in New York Hong Kong and London for 9 years, focused on Equity Capital Markets. I look at both long ideas and short ideas and typically focus on a small number on names where I can spend the time to conduct very deep research. I spend my time living between Los Angeles and Beijing, China.
Creator of the Core Value Portfolio. The goal is simple but not easy. By shooting for an extraordinary goal of compounding capital at 20% annually over the long-term, the portfolio embraces concentration and goes through dramatic swings. Those without conviction will sell when positions don't go their way, but the Core Value Portfolio always takes advantage when the market is wrong.
The Core Value Portfolio has significantly outperformed the market since its inception, but it also experienced extended periods of underperformance. This is a sacrifice that I'm willing to make for the sake of achieving superior returns over the long-term.
"No one can know everything. But still try."
Contact: generalexpert86 [g]mail
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
Disclaimer - we are not investment advisors.
I am interested in small capitalized companies with a high optionality to the upside compared to the relative downside risk. I am grounded in a value based approach but will also explore special and short situations. I am a trained CPA and continue to practice in industry.
Warning: my twitter account is very random but will have a lot of economic and business items sprinkled with Green Bay Packer comments.
Founder of Albright Investment Group, MBA graduate, active investor, and entrepreneur. I have a B.S. in management, and an MBA with a specialization in finance from top tier universities. I've been investing since 2002, and I enjoy writing about companies and topics that interest me. I manage a private long equity and ETF fund, and a secondary hedging/trading portfolio. I also host a very successful research service on Seeking Alpha, Albright Investment Group.
I am the publisher of "Margin of Safety Investing" (MOSI) here on Seeking Alpha and have over 20 years of experience as an investment advisor. TipRanks.com has tracked me since 2011 and ranks me in the top few percent of all analysts. MarketWatch.com named me "The World's Next Great Investing Columnist" after I predicted the oil shale boom in their analyst competition.
You can find my archived articles on MarketWatch.com, Morningstar, Real Clear Markets, Business Journals in various cities and numerous other sites. I have been a featured guest on the "Boomers Rock" radio show, Cody Willard's Underground, Investor in the Family with Seeking Alpha Contributor Brian Bain, Money Radio in Phoenix, Forex Analytix, Investing with David Moadel, appeared on Fox Business and other interviews.
See my two free reports: "Intelligent Asset Allocation for Better Returns and Lower Risk" and "Core 4 Investing Method: A Step by Step Approach" to learn more about my investment philosophy.
I am from a middle class working family. I remember the struggles of the 1970s and 1980s growing up. I understand that a changing world is dangerous and frightening, but also offers opportunities for greater happiness and financial freedom if you can find a path. My goal is to help you find a path to live how you want and take care of who you love.
@KirkSpano on Twitter
See https://BluemoundAM.com for full disclaimers.
I have a new website (http://theknifecatcher.com) -- Hooray! SO, if you wanted to get a deeper dive into my philosophy or just wanted to check it out (there are some easter eggs in there) it'll be updated periodically.
Some motivational quotes below, if you ever find yourself bleeding from a failing knife.
"Investment success doesn't come from “buying good things,” but rather from “buying things well.” (Howard Marks)
"Cycles always prevail eventually. Nothing goes in one direction forever. Trees don't grow to the sky. Few things go to zero. And there’s little that’s as dangerous for investor health as insistence on extrapolating today’s events into the future." (Howard Marks)
"The received wisdom is that risk increases in the recession and falls in the booms. In contrast, it may be more helpful to think of risk as increasing during the upswings, as financial imbalances build up, and materializing in recessions" (Andrew Crockett)
“To buy when others are despondently selling and to sell when others are euphorically buying takes the greatest courage, but provides the greatest profit.” (Sir John Templeton)
Seeking Alpha's product team is responsible for the development of all of our product-related projects from start to finish. These projects include the Seeking Alpha Portfolio apps on the App Store and Google Play, our Real Time email alert product, and optimization across the Seeking Alpha website.
The purpose of this profile is to allow us to share with our readers all new product developments. Please follow us on Seeking Alpha to receive updates. We look forward to your input and feedback!
SA Product Team
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions. I've been trading professionally for about 20 years.
I have a Marketplace service here on Seeking Alpha called Idea Generator that's focused on real-time actionable ideas based on valuation and catalysts. The Idea Generator portfolio has beat the S&P 500 by more than 48% in 28 months.
I also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and markets (in Portuguese).
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others). I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
I am a scientist working in oncology and I am currently pursuing the Ph.D. degree at a renowned research institute in Vienna, Austria.
My main interest is the pharmaceutical industry and in my articles, I aim at explaining the biology behind drug candidates of small to mid-cap pharma companies. While my focus is definitely on identifying and buying stocks that are worth to hold over the medium-long term, I might occasionally research and publish articles about companies I am not fully convinced about. While I don't short stocks and wouldn't recommend any company for shorting, I still feel it is important to publish these articles as well, detailing reasons why in the current situation I would not own that particular stock.
All of my posts express my personal opinion. I aim to inform the readers of my articles about the current market situation, to provide them with the material they can use to form a conclusion. My articles should not be considered as investment advice.
Independent investor and stock analyst at Matrixtrade.com. Trend follower and market timer. Correlations and analogues. All time frames, all instruments.....wherever I see an edge I trade it.
Arrow Loop Research delivers a value-based investing newsletter called Arrow Loop Research's Actionable Ideas for Maximizing Returns. Sign up for a free trial here. Arrow Loop Research provides general investment advice. Nothing contained in the newsletter should be construed as specific investment advice.
Dr. Paul Price, writer of Arrow Loop Research's premium research service, writes about stocks, options and the market every weekday on Real Money Pro, a subscription site on TheStreet.com. Paul has been a speaker at the International Traders Expo in New York City and the Options and Forex Expo in Las Vegas. He also gives investment seminars for subscribers of TheStreet's multiple subscription sites. Dr. Price is a featured contributor on Market Shadows.com, GuruFocus.com and TalkMarkets.com.
Paul followed his passion for the stock market when he gave up his career as a dentist to join Merrill Lynch back in April of 1987. Paul feels that he is “living the dream” of many investors. He stopped “going to work” when he turned 50 (in the year 2000) and has been living well from his investment returns ever since.
Paul enjoys sharing the accumulated market wisdom he’s gained from years in the markets. He loves analyzing companies and picking individual stocks. According to Paul, once you know what equities to buy, option writing (selling covered calls and/or naked puts) just flows naturally. They serve as ways to impose investment discipline and create income while providing an extra margin of safety versus plain vanilla share ownership. Paul’s articles stand out for their unique graphics which are packed with information which distills our TMI (too much information) world into easy to understand, and actionable advice.
Best tech/finance blogger on TipRanks.
Alex Cho is ranked 7th among all financial bloggers, with a sector focus of technology stocks. The research he publishes captures the long-term growth potential of tech franchises, and market valuation. His research recommendations over the span of five-years has averaged into an annualized return of 19.3% across 392 ratings of which 66% were successful.
Alex Cho has been publishing articles on Seeking Alpha as a contributing author for five-years. Over those five-years he has also published for TheMotleyFool, TheStreet, WhoTrades, Benzinga and Amigobulls. Over his years of publishing, Alex Cho has been an indispensable source of information for an investment minded audience, which is why his lifetime viewership has exceeded ten million in total since 2012, across various media platforms.
Furthermore, he’s frequently cited in various local business journals across the United States, and is frequently tagged with the “in-depth” designation on Google News for his public articles. The quality of his research is well known, and is well-respected which is why he’s frequently cited by other authors, journalists, bloggers and experts.
Alex Cho was a former founding partner of Alexander & Cohen Capital Management, has worked as a consultant for mid-stage tech companies looking to raise capital or form an exit strategy, with the most recent consultation billed to a client that was generating revenue of $10 million+ in the web domain/registrar segment.
Alex Cho is frequently invited to interview members of management at various Fortune 500 tech companies’ due to his outstanding media credentials, and credibility. Furthermore, he frequently attends various tech media events at the request of the event organizers.
Alex Cho has a great relationship with Wall Street and Silicon Valley, as well. In the Venture Capital Space, he has sources that are inclusive of VC Partners, and independent research from PitchBook, Mercury Data, eMarketer, MergermarketGroup, and so forth. Anyone facing the public with investment related material needs quality sources, which should be inclusive of insights from Private Equity and various sell-side institutions and debt rating agencies as well (Standard & Poor’s, Fitch, & Moody’s).
Alex Cho publishes with the support of Bank of America Merrill Lynch, Morgan Stanley Americas, Royal Bank of Canada Capital Markets, United Bank of Switzerland AG, Barclays Americas, Goldman Sachs, J.P. Morgan, Credit Suisse AG, PiperJaffray, Wedbush Securities, Oppenheimer & Co., Nomura Securities, BMO Capital Markets, Raymond James, Pacific Crest, SunTrust, Mizuho Securities, Deutsche Bank and Canaccord Genuity.
Alex Cho attended ASU via the MAPP program with a 3.76 GPA in business-finance. The genius behind Cho has less to do with his academic accomplishments, but rather his ability to navigate, adapt, and improve the quality of his work through all the activities he has engaged in both on and away from Seeking Alpha.
In the past year, Alex Cho has launched a new marketplace service referred to as Cho’s Investment Research. To learn more about this service, or to receive article notifications, be sure sure to subscribe. We provide frequent updates via our Blog Posts, which goes out to our subscribers.
Roger Nusbaum is the ETF Strategist for AdvisorShares. This Arizona-based professional has over 25 years of industry experience. He is also a well-known financial commentator covering ETFs, retirement planning and portfolio management for AlphaBaskets.com and at TheStreet.com. We think Roger is particularly insightful on exchange-traded funds, risk management and investing in international markets. Visit Roger's work at TheMaven (https://www.themaven.net/etf/) and AlphaBaskets (http://alphabaskets.com)
Michael A. Gayed, CFA, winner of the 2016 Dow Award and 2015 NAAIM Wagner Award, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment advisor which manages mutual funds and separate accounts according to its ATAC strategies. Prior to this role, Gayed served as a portfolio manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered investment advisory firm that managed equity portfolios for large institutional clients. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking advantage of stock market anomalies. Follow him on Twitter @pensionpartners and YouTube youtube.com/pensionpartners. He has re-released his father's 1990 book Intermarket Analysis and Investing, now available on Amazon.com.
I'm 32, invest in the light of the Austrian economic tradition, which in today's environment means mostly precious metals and mining stocks using cycles and sentiment as timing mechanisms. ETF's, options, I also own some physical. I've been doing this independently for 3 years. I reserve a small chunk of my portfolio for speculating in biotech and technology where I believe appropriate.
Friedrich is the name given to our algorithm for analyzing companies that trade on the global stock markets. In creating Friedrich we concentrated on analyzing each company’s Main Street operations through various established ratios, along with our own unique ratios that we developed over the last 30 years. What we came up with is a final "Main Street" price per share based on Generally Accepted Accounting Principles (GAAP), which is a framework of accounting standards, rules and procedures defined by the professional accounting industry, which has been adopted by nearly all publicly traded U.S. companies. We feel that our Main Street price result is what each company would need to trade at in order to be attractive to a businessperson on Main Street looking to buy at a bargain.
Since the only constant in the universe is change, the results for each company fluctuate by varying degrees. No company is an island unto itself, but each operates in a world of constant change and at times in areas where Chaos is the norm. By analyzing a company’s Main Street operations over time, Friedrich is able to give the potential investor a decade long analysis (opinion) as well as offering a Trailing Twelve Month (TTM) analysis (opinion), as well. Thus our readers will not only get as close to a real time view of operations on Main Street as is possible, but then can measure the consistency of the company’s operations over time to determine if s/he should invest or not.
Through our Friedrich algorithm we can analyze ten years of Balance Sheet, Income Statement and Cash Flow Statement data for each company all at once and generate one final result in seconds. Friedrich was designed to be ultra-conservative and thus will cut zero slack to any company under analysis and will do so with zero emotion. Companies must be exceptional in order to get an attractive Main Street valuation and the ideal investments according to our backtesting are the ones that have been consistent over time.
By being so ultra conservative Friedrich is designed to identify bargains that Wall Street investors may have overlooked. Companies shares may trade on the stock market but the companies themselves operate on Main Street, so Friedrich is designed to generate a Main Street price per share first and only then does he go to Wall Street and see the price for which Benjamin Graham’s “Mr. Market” is offering the shares.
Perhaps more than any other time in the last six decades, the fate of markets is inextricably intertwined with the ebb and flow of geopolitics. From the ECB's attempts to use the central bank's balance sheet to influence political outcomes across the eurozone to Saudi Arabia's efforts to transform the kingdom's influence over crude prices into an instrument of foreign policy, it's become increasingly clear that one simply cannot fully comprehend market movements without a thorough understanding of concurrent political outcomes. Drawing on extensive experience in both politics and finance, Heisenberg will help demystify a world in which investors can no longer hope to conceptualize markets as existing in anything that even approximates a vacuum. "I am the one who knocks."
John Thomas is a 50-year veteran of the financial markets. He spent 10 years as a financial journalist, ten more years trading for a major investment bank, and another decade running the first dedicated international hedge funds. Seeing the incredible inefficiencies and severe mispricing offered by the popping of multiple bubbles during the Great Crash of 2008, and missing the adrenaline of the marketplace, he returned to active hedge fund management.
With The Diary of a Mad Hedge Fund Trader, his goal is to broaden public understanding of the techniques and strategies employed by the most successful hedge funds so that they may more profitably manage their own money.
He publishes a daily research newsletter, and offers one of the most successful trade mentoring services in the industry. He currently has followers in 134 countries.
In his free time, John Thomas climbs mountains, does long distance backpacks, practices karate, performs aerobatics in antique aircraft, collects vintages wines, reads the Japanese classics, and engages in a wide variety of public service and philanthropic activities.
His career has taken him up to 20,000 feet on Mount Everest, to the edge of space at 90,000 feet in the Cockpit of a MIG-25, and to the depths of a sunken Japanese fleet in the Truk Lagoon.
Why they call him "Mad" he will never understand.
Dr. El-Erian is Chief Economic Advisor at Allianz and member of its International Executive Committee. He chairs President Obama's Global Development Council, is a Financial Times Contributing Editor, a Bloomberg View columnist and author of the NYT/WSJ best seller "When Markets Collide." Dr. El-Erian formerly served as CEO and co-CIO of PIMCO, the global investment management company. He re-joined PIMCO at the end of 2007 after serving for two years as president and CEO of Harvard Management Company, the entity that manages Harvard’s endowment and related accounts. Dr. El-Erian also served as a member of the faculty of Harvard Business School. He first joined PIMCO in 1999 and was a senior member of PIMCO's portfolio management and investment strategy group. Before coming to PIMCO, Dr. El-Erian was a managing director at Salomon Smith Barney/Citigroup in London and before that, he spent 15 years at the International Monetary Fund in Washington, D.C. Dr. El-Erian has published widely on international economic and finance topics. His book, "When Markets Collide," won the Financial Times/Goldman Sachs 2008 Business Book of the Year and was named a book of the year by The Economist and one of the best business books of all time by the Independent (UK). He was named to Foreign Policy’s list of “Top 100 Global Thinkers” for 2009, 2010, 2011 and 2012. Dr. El-Erian has served on several boards and committees, including the U.S. Treasury Borrowing Advisory Committee, the International Center for Research on Women, the Peterson Institute for International Economics and the IMF's Committee of Eminent Persons. He is currently a board member of the NBER, the Carnegie Endowment for International Peace, and Cambridge in America. He chairs the Microsoft Investment Advisory Board. He holds a master's degree and doctorate (economics) from Oxford and received his bachelor and master degrees from Cambridge. He is an Honorary Fellow of Queens' College, Cambridge University.
I have a degree in Math and Science from the University of Toronto, as well as a degree in education, also from U of T.
I have traded private equity for 40 years and have developed a proprietary Price Modelling System which has provided me with consistent profitable trading success.
In partnership with my computer scientist son, Aidan Gomez (Phd candidate at Oxford), we search for and analyze repetitive patterns in the stock market's price history, and offer a Trade Alert service that lets subscribers replicate the trades we are involved in.