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Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
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Dane Capital Management is a private investment management company, open to institutions and accredited investors, that focuses on value and special situations investments. Twitter: @danecapmgmt For more information see: www.danecap.com
David L. Brown is a director and the chief market strategist at Sabrient Systems, LLC, an investment research firm. He is former NASA scientist and retired CEO of Telescan, Inc. and a lifelong investor who designed and developed the critically acclaimed stock search program, ProSearch, and the market timing indicator, the Brown Breakout Ratio (BBR).
He was named Stock Traders Almanac's Man of the Year for 1988 for "[showing] the average investor how to spot the stocks that the hottest money managers are buying." He has edited several market letters, including the Undervalued Growth Report, a real-money portfolio which he published for 10 years with a record of nearly 20% compounded annual returns and no loss years.
He has documented his investing expertise in four books on investing, including All About Stock Market Strategies (McGraw-Hill, June 2002) and Cyber-Investing: Cracking Wall Street with your Personal Computer (John Wiley & Sons, 1994, 1997). The latter was named Book of the Year in 1997 by PBS's Inside Money. He has taught finance and security analysis courses at the University of Houston.
He holds an M.B.A. in Finance from the University of Houston and a B.S. in Engineering from the University of Pittsburgh. He is a member of the Author's Guild.
I am a simple individual investor who believes that the playing field is level, but may require active management of one's holdings. I've devised a series of steps that constitute a highly defined covered option strategy that most anyone can follow and that I've described in Option to Profit (2011). Having retired from a career in Pediatric Dentistry, approximately 10 years ahead of schedule, after spending the previous 10 years working just 2 days each week, I now spend my time trading.
For almost 5 years I alerted others of trading opportunities in large cap positions through the Option to Profit subscription service, a premium subscription service that provided actionable Trading Alerts via text messaging or e-mail at my old site www.optiontoprofit.com.
As of January 2, 2017, the site and the name "option to Profit" are no longer mine. as I've again joined the dark side and taken the easy money. But I've returned to my blogging roots on January 2, 2017 by resurrecting the old TheAcsMan.com ad supported web site, open to all.
That, too, ended and the new, subscriber based LEAPtoProfit.com will launch on July 1, 2018 and will be geared to the less active trader who is either shifting into a "buy and hold" strategy, as am I in this next to final stage of my investing career or seeks to milk an existing "buy and hold" portfolio.
Ultimately, I hope to make my stock portfolio improve the quality of my life.
Whatever stage of life you are in, you can make your stocks improve that quality by putting them to work for you and perhaps LEAPtoProfit can be part of that process.
We have over 60 years of investment analysis experience. We have published investment research from the perspective of the buy side and the sell side. Our work has been used by institutions managing over $1 trillion in aggregate. We have published reports from both the long and short perspective and have worked with the largest short selling mutual fund in the world. We are long term value investors. It is our belief that, contrary to popular opinion, most individual investors and patient professional investors have the best opportunity since the beginning of our investment career to beat institutional and mutual fund managers in terms of risk adjusted performance. The "Information Arbitrage" advantage institutional investors have had is mostly eliminated, while the individual investor still can maintain an edge with "Time Arbitrage". Our goal is to provide institutional quality buy side articles that educate and stimulate investors in the hope of improving their returns. We also are willing to mentor young analysis who wish to improve their analytical skills.
Shiv is a Fellow of the Institute of Chartered Accountants in England & Wales. He has over twenty years’ experience gained in an international environment in various finance fields, including international tax and strategic planning, with responsibilities covering locations spanning four continents. He has worked from bases in Dubai, London, Baku, Jakarta, Houston & Aberdeen, supporting business in Europe, Africa, Mediterranean, Caspian, Asia and Australia, thus gaining insight into business in four continents.
Over 35 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action; and biotech. Background as a physician and pharmaceutical inventor and entrepreneur.
To those who had been following my articles, I apologize for my abrupt exit from posting on SA. In mid-2015, I decided that sharing my investing views with everyone on Earth with computer access just wasn't worthwhile, since that inherently includes some problematic individuals. Since then, I only occasionally publicly comment on stocks via Twitter. The rest of what follows was my SA profile so that I won't have to rewrite it in the unlikely event I resume posting articles publicly. Best of luck with your investments.
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.
If you choose to follow me please send me a message telling me which article got your attention
Love the trill of the hunt. Finding that little gem which is set to take off. I check daily and will trade partial position to accumulate shares for the longer haul.
I have been trading for a while, the first shares I ever bought were in the B.P. IPO. I have lived and worked all over the world in a number of capacities, including as a teacher and a Corporate Director. I now spend much of my time at Home with my four children ( hence my name), leading a much more settled life.
I believe that core growth and dividend returns are important, but a small manageable portion of your portfolio must always be invested in High risk High return scenarios. Don't bet more than you can afford and whenever possible play with the houses money. Start a position early. Start Small and accumulate.
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.
Kiran is an independent research consultant in the areas of volatility-based and leveraged instruments, including several proprietary strategies.
His services include hypotheses generation, back-testing, risk/return analytics, and predictive modelling for proprietary trading strategies, as well as research consulting in the above areas. Expected and realized returns for his 2 flagship strategy portfolios exceed 100% on an annualized basis, while maintaining expected and realized Sharpe ratios over 3 times higher than the S&P 500. Kiran was mentored by Wall Street research veteran Mark Gomes. Alongside Mr. Gomes, he brought Wall Street level research to retail and institutional investors through PTT Capital's flagship newsletters.
I'm an independent mining company analyst with extensive experience on Seeking Alpha. I took a hiatus from Seeking Alpha to pursue an independent newsletter, and then to work as a mining analyst for FronTier Merchant Capital Group.
Now I am back and am preparing a new newsletter with a focus on high quality exploration companies.
I am a first time investor who is learning the tricks of the trade. My preferred strategy thus far is buy and hold with an emphasis on sustainable dividend yield. I am currently long MSFT, COP and JNJ. I am very concentrated because I am still in the building phase of my portfolio.
I am a substitute teacher currently working on his school librarian certification. I have an intense personal interest in technology, which I try to avoid investing in too heavily because I understand that my interests could blind my judgement.
Earned a Doctorate in Pharmacy (Pharm.D.) in 2010 and Pre-Pharmacy/B.S. in Molecular Biology in 2006. Over six years of direct experience in translational research in oncology investigating the molecular/cellular mechanisms of carcinogenesis focused on biomarker identification and validation working in a multi-disciplinary matrix environment across academia, contract research organizations and industry.
Analyst Tip Ranks: https://www.tipranks.com/experts/dr.-paul-nunzio-desantis%252C-pharm.d
Josh Young is the Chief Investment Officer of Bison Interests, an investment firm focused on publicly traded oil and gas companies. And he is Chairman of the Board of Iron Bridge Resources. He is a value investor primarily focused on energy stocks, natural resources stocks, and companies trading at low multiples to earnings, cash flow, or book value. He has presented at numerous investment conferences, including Platts, LD Micro, Oil & Gas Money, Louisiana Energy Conference, and the Global Resources Investment Conference and has been featured in Barrons, Bloomberg, and Oil & Gas Investor Magazine. He is a graduate with honors from the University of Chicago in economics.
Jim Van Meerten is an advisor to Marketocracy Capital Management and writes on financial subjects here and on Barchart Portfolio Blogs and Seeking Alpha. He earned a BS in Accounting and Business Administration from Berry College; a Juris Doctorate from the Woodrow Wilson School of Law; and attended post-baccalaureate and graduate courses in Business Administration, Quantitative Math, and Education at Florida Atlantic University, Georgia State University and University of North Carolina at Charlotte. In the past he has been an accountant, attorney, adjunct professor in Business Law, Accounting and Internal Auditing, financial advisor, supervisory principal, and compliance officer. He also passed the Georgia CPA Exam, the Certified Internal Auditor Exam, and the FINRA Series 7, 24 and 9/10 exams.He is presently also a contributor on MSN Top Stocks Blog, Motley Fool and is a member of the M100 on Marketocracy, an elete honor chosen by the editors of Marketocracy as being in the top 100 portfolio managers of over 100,000 portfoiios they review. He would enjoy hearing your comments at JimVanMeerten@gmail.com.
Leigh Drogen is the Founder and CEO of Estimize.com and Forcerank.com. Estimize is an open financial estimates platform which facilitates the aggregation of fundamental estimates from independent, buy-side, and sell-side analysts, along with those of industry experts and private investors. By sourcing estimates from a diverse community of individuals, Estimize provides both a more accurate and more representative view of expectations compared to sell side only data. Leigh started his career as a quant trader at Geller Capital, a White Plains, NY based fund where he ran strategies that looked at earnings acceleration and analyst estimate revision models, as well as price momentum and several sentiment indicators. Leigh later went on to be the founder of Surfview Capital, a New York based asset management firm that used many of the same strategies as Geller Capital, with a focus on higher beta names on an intermediate term time frame. His educational background includes focus in economics and international relations, specifically war theory. He is a graduate with honors from Hunter College in New York City. You can contact Leigh by emailing him at Leigh@estimize.com
I've been in investment management since 1990, currently as the money manager for Worm Capital. I received my law degree from the University of Oregon in 1984, worked as an accountant for the international accounting firm KPMG, then got involved in investing. I've written over 300 columns for The Financial Times, TheStreet.com, Realmoney.com and SeekingAlpha.com.
10 years of buy-side investment experience.
Disclaimer: Any content on this site is NOT investment, trading, legal, or tax advice, and none of the information available through this website is intended to provide tax, legal, investment or trading advice. Nothing provided through this content whether by the owner or posted by other writers constitutes a solicitation of the purchase or sale of securities/futures. The content on this site is intended for informational purposes only, and should never be used as investment advice. Please do your own research before making any investment decisions.
Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and to add an element of timing. Currently Tim Travis is the founder, Chief Executive Officer, and Chief Investment Officer of T&T Capital Management. T&T Capital Management is a Scottsdale, Arizona based Registered Investment Advisor that manages accounts for both individual and institutional investors. Travis was born in Laguna Beach, California and became captivated with the value investment philosophy in his early teens through reading books written by Benjamin Graham, and the shareholder letters from Berkshire Hathaway, and the Buffett Partnership L.P. Tim Travis became intrigued by the notion that stocks aren’t just pieces of paper but instead are fractional shares of a business that can be analyzed by comprehensive analysis of the balance sheet, income statement, and statement of cash flows. He majored in Business and Economics at the University of California Santa Barbara, graduating in 2004, and he also had the privilege of studying international economics at the University of Richmond in Florence, Italy. Tim Travis got his feet wet in finance working for both Scottrade and AG Edwards & Sons during his college career. Upon graduation Travis worked at the Vanguard Group in Scottsdale, Arizona. It was there that he learned that most mutual funds underperform their respective indexes, and he became disappointed at the overwhelming diversification in most mutual funds, that really makes most of them function as “closet” index funds. After leaving the Vanguard Group, Travis worked for a small futures and commodities firm in Mission Viejo, California. It was there that Tim developed an adept knowledge of options, particularly the selling of options to take advantage of the higher probabilities involved. It was also during this time in his life that Travis began reading everything he could possibly find on value investing. Some of his role models in the field are Warren Buffett, Martin Whitman, Bruce Berkowitz, Seth Klarman, Peter Lynch, Glenn Greenberg, etc. After working with clients from around the world Travis broke away and started T&T Investment Management L.L.C. At T&T, Travis refined his unique methodology combining value investing, with the selling of options to generate income and reduce risk. T&T experienced explosive growth by partnering with a local commodities firm. After several years Tim Travis realized that without controlling the majority of the company any longer, he didn’t have full control over the company’s strategic direction. Divergent business principles caused Tim Travis to break away and form T&T Capital Management. At TTCM which Tim Travis is the sole owner, he is allowed to offer only the best products and services, at a reasonable price, without conflicts of interest. T&T Capital Management’s goal is build wealth for both individual and institutional investors, and to accomplish these goals Travis as Chief Investment Officer employs his deep value investing techniques. Each account is managed on a day to day, personal basis, and there are no cookie cutter portfolios defined only by one’s age and risk tolerance. Every security is researched and hand selected by Travis and his research team. T&T Capital Management takes pride in first class customer service and research which is regularly communicated to clients for education purposes.
A central focus on quantifying innovation in a micro model, Paul has over a decade of experience in the markets, specializing in identifying value propositions within high growth situations.
Finding tomorrow's big winners in the lucrative biotech sector, The Biotech Forum focuses on proprietary, breaking research on promising biotech and biopharma stocks with significant potential for outsized alpha. It is the fourth most subscribed to investment service offered through the Marketplace on SeekingAlpha.com. Our service offers a model-20 stock portfolio as well as the most active Live Chat on the Marketplace. This is where scores of seasoned biotech investors trade news and investment ideas back and forth throughout the trading day.
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Specializing in profiling high beta sectors, Bret Jensen founded and also manages The Biotech Forum, The Insiders Forum, and the Busted IPO Forum model portfolios. Finding “gems” in the biotech and small-cap stock sectors, these highly volatile spaces proven hugely successful have empowered Bret Jensen's own investing portfolio.
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Learn more about Bret Jensen's Marketplace Offerings:
The Insiders Forum | The Biotech Forum | Busted IPO Forum
I focus on the microcap space (market cap below $250 million) because it is one of the most inefficient and "alpha rich" areas of the global equity market, which provides the greatest opportunity to generate alpha through fundamental research.
I use a bottom up, investment decision making process. The ideal investment has an asymmetric risk/return profile with a limited downside (e.g. high net cash balance, strong cash flow) and significant upside (e.g. asset value extraction, overlooked business model transition).
Microcaps are particularly attractive to the following groups:
Activist investors. A small absolute investment (on a dollar basis) can be leveraged into a relatively large position (as a percentage of shares outstanding), which provides a greater ability to demand change.
Private equity firms. The persistent microcap discount can be “arbed away” via an LBO with the new owners accruing all of the gains for themselves. The small absolute size of many microcaps on an EV basis significantly expands the number of firms able to pursue this strategy.
This inefficiency exists for several reasons.
A lack of analyst coverage due to lower trading volume (less soft dollars from HF/MF), the global settlement that permanently severed the link between research/banking and the rise in electronic trading/decimalization. Moreover, none of these trends are likely to reverse for the foreseeable future (if ever).
A lack of institutional products given the natural capacity constraint for new/existing managers.
An inability to effectively implement a passive approach (e.g. ETFs, index funds) due to the lower liquidity and wider bid/ask spread. However, each of these obstacles can be overcome by using a combination of electronic trading tools (e.g. algos) and patience in building a positive size.
Inaccurate and persistent misconceptions about microcaps (e.g. they are riskier than larger cap stocks).
I currently trade for my personal account but would like to move into the investment management side of the industry.
Zacks.com brings the decades of study and stock picking expertise of Zacks Investment Research to individual investors. Now, you don't to be an investment bank or brokerage firm to get the professional power of Zacks' research. It's all available on Zacks.com. Learn more about Zacks' history and company below.