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Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Investor with more than 5 years experience trading commodities, gold and silver miners, exploration companies, oil and gas, platinum and other hard assets.
The investment style is part contrarian/value and I actively seek investments in distressed sectors.
With the tag line "Seeking Prosperity One Tiny Stock At A Time", the Microcap Speculator writes some of the sharpest insight we've seen on small and microcap stocks. The Microcap Speculator writes across a range of industries, and covers macro trends among micro stocks as well. Visit his site: The Microcap Speculator (http://microcapspeculator.net/)
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.
Robert Lewis has been a practicing attorney in New York since 1972. Prior to become an attorney Robert worked as a stock broker for an over the counter trading firm known as M.L. Lee & Co.. Although he has a successful practice, Robert's primary source of accumulated wealth has always been from finding market niches. His prior area of interest had been the publicly held limited partnerships promoted in the 1980s.
Robert has been a member of The New York Board of Trade, Comex, American Stock Exchange, Philadelphia Stock Exchange, Minneapolis Grain Exchange, Chicago Stock Exchange and the Winnipeg Commodities Exchange. He has passed the Series 3, 7, 63 and 65 exams and is presently registered as an Investment Advisor.
Robert has been focused on closed end funds for the past 3 years, although he has been following and investing in them for over 30 years. Robert feels strongly that CEFs offer great opportunity and are superior to Hedge Funds or Private Equity as an alternative asset investment. Closed End Funds offer great opportunity with reduced risk.
Robert Lewis has been involved in investment management for others for the past five years. All funds are segregated into seperate brokerage accounts, designated and set up by the client. Most clients have elected to use Fidelity, Vanguard or Schwab as their brokers. A fee of one (1%) per cent per annum is charged with the client being billed quarterly. There are no minimum account sizes.
He can be reach at:
Robert L. Lewis
7 Penn Plaza - Suite 1602
New York, N.Y. 10001
212-721-7353 Extension 230
My firm provides investment products and solutions for institutions and individual investors. I take particular attention to small and mid-cap companies in emerging markets. I like to research and trade good ideas; both long and short; with other experienced traders.
We see Investment themes at work and at play every day in the economy — oftentimes across industries and categories — and other aspects of day to day life. It is the opposite of the typical Wall Street approach to research, which oftentimes overly focuses on a single industry at a time and results in missed opportunities. These themes are identified by looking at the intersection of shifting economics, demographics, psychographics, technologies, mixed in with regulatory mandates and other forces. In other words, looking at the real world that companies are operating in! Some businesses will adapt, while others will leap frog ahead riding these thematic tailwinds to profits and significant share price movements, and sadly there will be those left floundering too. For every Apple, there is a Palm and Blackberry. For every Facebook . . . a MySpace or Friendster. For every Netflix, there’s a Blockbuster. The list goes on and on, even in non-technology categories. By examining these thematic tailwinds, our goal is to identify mispriced securities relative to the business opportunities ahead and avoid those that are overly valued and or staring down the barrel of significant headwinds
David Fessler is the energy and infrastructure expert for The Oxford Club, one of the world’s most exclusive and prestigious networks of private investors. A prolific writer, David writes “Hot Stacked”, a focused overview of the energy and infrastructure markets appearing monthly in the Communiqué.
David has appeared on the FOX News Channel. He was one of the first journalists to break the story on the commercial real estate crash.
He’s also the managing editor of “Peak Energy Strategist”, the Oxford Club’s premium energy research service. In addition, he’s a daily contributor to Investment U, the Club’s free investment education division with more than 450,000 active subscribers. His articles are syndicated widely. Seeking Alpha has listed Dave in the group of the top 100 fastest growing authors by readership.
Before retiring at the age of 47, David served as Vice-President for Strategic Business at LTX Corporation. He was also Vice-President of Operations, Sales & Marketing for Quality Telecommunications, Inc.
His success as an investor spans over 35 years in the technology and energy sector. He has owned and operated two successful businesses.
He’s a degreed Electrical Engineer, and is a renowned specialist in the semiconductor, telecommunications, energy and infrastructure sectors.
David, his wife Anne, and their two sons, Jared and Noah live in a 200-year old stone farmhouse in northeastern Pennsylvania. An avid cyclist, David also enjoys fly-fishing with his sons, gardening with Anne, and woodworking.
Disclaimer: The Oxford Club and Investment U are entirely distinct and separate companies from Stansberry & Associates Investment Research. Their only common thread is a shared parent company, Agora Inc. Agora Inc. was named in the suit by the SEC and was exonerated by the court, and thus dropped from the case. Stansberry & Associates was found civilly liable for a matter that dealt with one writer’s report on a company. The action was not a criminal matter. The case is still on appeal, and no final decision has been made.
Jack Lifton is an Independent consultant and commentator, focusing on the market fundamentals and future end use trends of the rare metals. He specializes in the sourcing of nonferrous strategic metals and on due diligence studies of businesses in that space. His work includes exploration, mining, refining and the recovery of metal values by the recycling of not only metals and their alloys but also of metal-based chemicals used as raw materials for component manufacturing.
Mr. Lifton has more than 55 years of experience in the global OEM automotive, heavy equipment, electrical and electronic, mining, smelting, and refining industries. His background includes the sourcing, manufacturing, and sales of platinum group metal products, rare earth compounds, and ceramic specialties used to make catalytic converters, oxygen sensors, batteries, and fuel cells. He is knowledgeable in locating and analyzing new and recycled supplies of 'minor metals' including tellurium, selenium, indium, gallium, silicon, germanium, molybdenum, tungsten, manganese, chromium, and the rare earth metals.
Today he primarily consults to institutional investors doing due diligence on metals related opportunities and to natural resource ventures on technologies and markets.
Jack wrote a weekly column on minor metals for Resource Investor for three years until December 2008, during which he authored more than 125 original articles. He is also speaks on minor metals fundamentals and end-uses at private, public, and professional meetings. Since 2008 Jack has written more than 400 articles, and since 2007 he has made presentations at conferences, seminars, and workshops all over the world more than 100 times.
Ms. Fiakas is an experienced investment professional with a diversified and successful track record as a research analyst and as an investment banker. Her career includes experience in all aspects of the equity capital markets with particular emphasis on emerging growth companies operating in technology, energy and conservation sectors.
Ms. Fiakas is Managing Member of Crystal Equity Research, LLC. Visit the Crystal Equity Research site: CrystalEquityResearch.com (http://www.crystalequityresearch.com/)
I am a value/activist investor dedicated to the following ideals: (1) Focus on high relative strength, (2) Buy low, sell high aka "buy the dip, sell the rip" (3) Short high, cover low, (4) Go against the crowd, (5) It's all about the rules and discipline- hold them dear (6) Analyze the balance sheet-seek low debt,high cash and hidden value scenarios (7) Cut your losses short, let your gains run, (7) Don’t get emotional, (8) Follow the insiders- buy if they are buying, sell if they are selling (9) Be greedy when others are fearful and fearful when others are greedy.(10) Don't argue with the market unless you detect an inefficiency present-it is smarter than you are. In summary, some of these ideas might be construed as rather trite and overused, but consistent use of them pays off in the long run.
Mr. Krieger specializes in the food sector and is the originator of the "Basic Food Fund" index and the "Dirt Cheap Value Portfolio".Why the food sector? "everybody has to eat'!
He graduated from the University of Southern California with a BS in Business Administration with an emphasis in Corporate Finance. Mark resides in Cowan Heights, California with his wife, son and pug and is interested in mountain biking, gardening and reading.
Full Time Micro Cap Investor. Founder of MicroCapClub.com
Founded in 2011, MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $300m market cap). MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. MicroCapClub’s mission is to foster the highest quality microcap investor Community, produce Educational content for investors, and promote better Leadership in the microcap arena.
Hardassetsinvestor.com (http://hardassetsinvestor.com/) is a Van Eck Associates-sponsored, research oriented Web site devoted to sharing ideas about hard assets investing. The site has been developed as an educational resource for both individual and institutional investors interested in learning more about commodity equities, commodity futures and gold (the three major components of the hard assets marketplace). The site focuses on hard assets investing, without endorsing or recommending any particular investment product or approach.
Visit: Hard Assets Investor (http://hardassetsinvestor.com/)
Kapitall is the online finance platform for the next generation, where investing is as easy as drag, drop and trade. With an intuitive and playful user experience, Kapitall offers tools that make it easy to build virtual and real brokerage portfolios, share ideas and research stocks and funds.
Contextuall was founded on the belief that people’s online activities are a leading indicator of what they plan to do in the future.
- Before you buy a car, you search for the best deals online
- If you just lost your job, you tweet about it
- If you’re visiting your local shopping mall, you “check in” with your mobile phone
- When you’re reading financial media, you might be influenced by the bullish/bearish tone of the content
- And so on…
Contextuall uses cutting-edge machine learning and artificial intelligence technologies to transform these unstructured data points into useful insights for portfolio managers and investors…
The Wall Street Transcript is a financial interview transcripts publication and Web site that has been in business for over 40 years.
TWST interviews public company CEOs, equity analysts and money managers in a wide variety of industries, and publishes the transcripts of these interviews on the Web at http://www.twst.com and in a bi-weekly print edition.
The Wall Street Transcript has received many awards and accolades over the years, and our Web site is considered a Best of the Web site for Stock Picking from Forbes Magazine.
James Brumley began his investment career as a broker with a prominent Wall Street firm. The core principles behind the advice he was dispensing as an adviser were diversifying, buying stocks with good fundamentals, and thinking long-term. Though the principles were sound, he soon realized they were incomplete in terms of generating and preserving his clients' wealth. He then moved on to become an analyst - and eventually the director of research - for a reputable subscription-based trading newsletter focused on technical analysis. As editor of the Small Cap Network newsletter, Brumley now follows both schools of thought in complimentary ways. His philosophy is simply that fundamentals tell you which stocks to buy or sell and technical analysis tells you when to buy or sell them.
Wade W. Slome, CFA, CFP® is President and Founder of Sidoxia Capital Management, LLC and published author of How I Managed $20,000,000,000.00 by Age 32. In addition, Mr. Slome has been a media go-to resource as seen on CNBC and ABC News. He has also been quoted in the Wall Street Journal, USA Today, New York Times, Dow Jones, Investor's Business Daily, Bloomberg, Smart Money, among other media publications. Online, he is lead editor of the investment blog, InvestingCaffeine.com and a contributing writer to Morningstar, and Wall St. Cheat Sheet. Bloomberg identified him as the second youngest manager among the largest 25 actively-managed U.S. mutual funds in 2005. Besides his work at Sidoxia, Mr. Slome is an instructor at the University of California, Irvine extension department, where he teaches the Advanced Stock Investment course.
Wade Slome holds an MBA from Cornell University with an emphasis in Finance. He earned a B.A. in Economics from UCLA. In addition, he holds the credentials of CFA (Chartered Financial Analyst) and CFP® (Certified Financial Planner). Mr. Slome managed one of the ten largest growth funds in the country ($20 billion in assets under management) at American Century Investments, and currently manages a hedge fund in addition to separate customized accounts for a selective client base at his firm (Sidoxia Capital Management, LLC) in Newport Beach, California.
Our small-cap hedge fund strategy beat the market by 44 percentage points since its inception 18 months ago. Visit our website to learn how you can do the same. Insider Monkey is a finance website that provides free hedge fund and insider trading data. We believe ordinary investors can beat the market by imitating insiders and best hedge fund managers. They have access to better information and experts than ordinary investors do. Take advantage of the SEC filings where hedge funds and insiders disclose their stock transactions.
Here is our team:
Ms. Krishnamsetty is the Editor of Insider Monkey. Prior to creating Insider Monkey with Dr. Dogan, Ms. Krishnamsetty was Associate Producer at Bloomberg Television. Prior to that, Ms. Krishnamsetty was on the afternoon news team at CNBC. Additionally, Ms. Krishnamsetty reported for NPR and worked as a risk management consultant at Marsh & McLennan. Ms. Krishnamsetty has a M.S. in Journalism from Columbia University’s Graduate School of Journalism.
Insider Monkey’s hybrid evaluation system ...More was created in 2003 by Dr. Ian Dogan. Dr. Dogan has a Ph.D. in financial economics with a specialization in insider trading. Dr. Dogan has provided consulting services to institutional investors and hedge funds, and managed a $200+ million fund using a strategy he developed utilizing insider transactions. Dr. Dogan recently authored the insider trading chapter of soon to be published “The Handbook of Investment Anomalies” by Zacks Investment Research. Insider Monkey will serve the outcome of the methodologies developed by Dr. Dogan to ordinary investors who don’t have access to academic quality research and tools to shape their investments.
For your inquiries please contact us at email@example.com
The Last Financier is an independent investor concerned with not only preserving his wealth, but also growing invested capital. He strikes a balance between income-yielding investments, and speculative equities to enhance his portfolio’s alpha. He follows macro trends and delves in misunderstood situations.
Proactiveinvestors is a leading multimedia news organization, investor portal and events management business with offices in New York, Sydney, Toronto and London.
Proactiveinvestors operates five financial websites in four languages providing breaking news, comment and analysis on hundreds of listed companies across the globe daily. We are one of the fastest growing financial media portals in the world.
The group also operates hugely successful “investor forums” where three or four companies present to an audience of high net sophisticated investors, fund managers, hedge funds, private client brokers and analysts.
Ian Mclelland founded Proactiveinvestors in 2006 as a way to channel his own views on companies small and mid-cap public companies. What started as a hobby quickly turned into a full time job as the website's readership exploded.
Deep Value Investor has been in the finance game for over sixteen years. Was featured back in the day for making a killing day trading stocks.
I am focused on beaten down...out of favor stocks trading at 52 week lows and sometimes even all time lows. The goal is to identify companies that represent low risk bounce plays where the market is placing an incorrect value on the stock price.
Usually it will take looking at 50-60 companies to find one that presents a good to great risk/reward. The picture of "Scrooge" represents my philosophy of being miserly when it comes to investment dollars...to family, friends, you have to be as generous as possible!
Using Seeking Alpha to share ideas since it offers an avenue to be expressive and becomes a pseudo journal.
Whether you are a large or small firm, GeoInvesting will cater to your needs and create a sound process for corporate diligence. Our specialty is Information Arbitrage: finding the hidden bits of insight that give an advantage, especially in the vast realm of microcaps that others ignore.
To accomplish this we choose to work closely with you so you can be kept abreast of the progress of our due diligence from start to finish, making sure that we cultivate a relationship of trust between our team and yours.
Who Can We Help Specifically?
We actually do not limit ourselves to any specific group. We have worked at great lengths with:
>High Net Worth Investors
>Private & Public M&A
>Other Due Diligence Firms
There is really no one that we can’t work with since we’ve covered just about every facet of the due diligence process, whether it be on-the-ground or “through the files.” We can even tailor our services to your specific requirements.
We have a retail solution for everyone – the long investor, the short investor, the pump and dump investor and the every day trader that is interested in the micro cap arena. We’ve shown that we can overcome the challenges posed by any market environment, quickly seizing investment and trading opportunities as they arise. Because of this, our Premium members have been able to enjoy above-average returns on our ideas. Our solutions enable us to cater to what matters to you the most.
Do you want access to reports that can convey the proper valuation of equities, reports that can immediately convince the market that these valuations are warranted? Do you want information arbitrage that allows you to be among the first to take action based on the intel? Do you need daily ideas, some of which have proven to be some of the most rewarding calls to action that the GeoTeam has offered? Would you like to follow our GeoBargains and select trades? Or do you just need to be part of an exclusive twitter following that receives alerts before the rest of the market?
If you have answered yes to any of the questions above, then don’t wait any longer. Join our Network and see why our following continues to grow on a daily basis. The faster you join, the more likely you will be among the first to harness the power of our offering.
Sign up today and start to get:
>Education on investing, both financial and psychological
>Access to the GeoTeam through our exclusive chatroom.
See GeoInvesting Micro Insights on Seeking Alpha Marketplace
I started investing several years ago after being Inspired by the works of Benjamin Graham and the shareholder letters of Warren Buffett. My investment ideas are generally guided by Mr. Graham's margin of safety principle, and are adapted to a variety of different market sectors.
Author of the value investing newsletter detailing the formation of the "Punch Card Portfolio" (http://valueinvestorcanada.blogspot.com/). Devon Shire is an accountant and an investor with 15 years experience managing a private portfolio. Devon Shire's preferred portfolio management style is a concentrated approach, investing only when finding opportunities that offer a sufficient discount to the intrinsic value of a business. Devon can be contacted at firstname.lastname@example.org.
Edward Schneider is a managing director of Quan Management LLC. Mr. Schneider has over 25 years of investment experience, including 18 years managing technology funds in both quoted equities and venture capital. Mr. Schneider holds a CFA designation, an MBA from Thunderbird and a BA from Emory University. #11 Ranked Blogger for 2014 from over 4,100 bloggers - TipRanks Quan Technology Fund - #1 Ranked Fund in Europe for 2014 with a net return of +71% - Preqin Fund Ranking