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
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
I am a former hedge fund portfolio manager that trades for my own personal account. I espouse Graham and Dodd/Buffett style investing, always on the lookout for value equities or bonds. A graduate of Northwestern's Kellogg School of Management, I lived in NYC for a decade before relocating with my family to the Charlotte, NC area.
Steinway Capital Inc is a New York based proprietary investment research firm with a focus on opportunistic long-term investments. The firm focuses on spin-off related investment strategies, distressed and post distressed investments, and event driven special situation investments. Steinway Capital Inc. pursues no fixed methodology and is selective in its ongoing coverage targets.
Prior to founding Steinway Capital in 2004, Christopher Schulz was for 5 years a Senior Analyst at Horizon Asset Management Inc/New York (a $15 billion asset management firm with hedge funds, mutual funds and managed accounts run by Murray Stahl and Steven Bregman, now known as Horizon Kinetics LLC). At Horizon, he was in charge of The Spin-Off Report, which during his tenure gathered a cumulative track record of 120%. Steinway Capital Inc advises institutional investors, family offices and self-directed affluent investors through written research and verbal consultation, and does not manage client assets.
In addition to his Wall Street advisory activity, Christopher Schulz has 7 years of operational background in hotel audit at Sheraton, market research for Isopublic/Gallup, and various chemical laboratory testing/quality control assignments at Leica Geosystems, Rhone-Poulenc and SFS Intec/SFS Holding.
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
Todd Sullivan is a Massachusetts-based value investor and Co-Founder and General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals change in a way that no longer support his original thesis. His blog features his various ideas and general commentary and he updates readers on their progress in a timely fashion. His commentary has been seen in the online versions of the Wall St. Journal, New York Times, CNN Money, Business Week, Crain's NY and others. He has also appeared on Fox Business News and is a RealMoney.com contributor. Visit his sites: ValuePlays (http://valueplays.net/) , Rand Strategic Partners (http://randstrategicpartners.com)
Protecting and preserving capital (purchasing power) over the long term is more important than growing capital.
At Hedgephone, we discuss investment risks and how to hedge against them. In most market environments this means buying undervalued stocks of good companies and holding for long periods of time. In today's environment, delta hedging via options and risk management is more of our focus. When the facts change, so will our focus. We don't give "tips" or make recommendations. We provide unbiased analysis on etf's stocks and bonds but do not tell readers whether to buy, sell, or hold. Some articles will list ten well known stocks and describe our general investment theme without "picking" stocks -- this leads to confusion for those trying to "rank" our analysis. By definition, these articles analysis and rants are meant to help readers analyze data sets and make their own decisions. Generally, we are permabulls. However, we focus on risks and hedging them in these articles because many stocks go to zero. We've seen it happen and want to teach not only from successes but also from our many failures.
Particularly devoted to researching cheap stocks of high quality companies, GARP stocks, Magic Formula names, and stocks trading below intrinsic value. Participate long only without hedge when overall bull market is trading for a CAPE under 20 (Tobin's Q under .8X) or when blood is in the streets (not dip buyers), but strive to cut losers early when the facts change and refuse to marry long or short positions unless a "holding period of forever" makes sense. Hunches must be backed up by disciplined systems. In fully valued markets, we prefer hedging via index options and light commodity trading/trend following. Not interested in participating in latest fad or bubble. Prefer to short the bubble, but only after evidence suggests the bubble has popped. Prefer to hedge any long positions in frothy markets utilizing a balanced long short equity approach in fairly valued markets. In undervalued markets, we need confirmation from market conditions and valuations in order to invest 100% long (or more) using in the money call options for leverage. Covered calls, calendar spreads, and other options strategies for capturing theta decay. Cut losers on short side by using ITM put options instead of stock, trend following strategies if trading commodities (for diversification). Fundamental analysis but also technical analysis. Mathematical, disciplined trading strategies. Strive first off to be right about the overall direction of the market (bull or bear). Hold lots of cash when people are being greedy. Nothing we publish here is a recommendation to buy or sell any security. Please consult your financial advisor before buying or selling any security.