Core Insights - The individual has over 10 years of experience in the stock market and has transitioned from professional poker to investing, highlighting the importance of strategic thinking and risk management in both fields [1] - A preference for technology-driven stocks and those with growth at a reasonable price is noted, particularly in up-trending markets [1] - The individual has been an early investor in cryptocurrencies and continues to follow trends in that sector [1] - Membership in Seeking Alpha has allowed for the refinement of investment strategies through the use of the Quant Algorithm and community insights [1] - The portfolio is heavily allocated to cryptocurrencies and tech stocks, resulting in outperformance compared to broader markets in recent years [1] Investment Strategy - The focus is on businesses that are attractively valued and easy to understand, with a particular interest in technology and growth stocks [1] - The use of both qualitative and quantitative tools for investment analysis is emphasized [1] - Contributions to Seeking Alpha are seen as a way to share insights and give back to the investment community [1]

Group 1 - Philipp is a seasoned value investor with nearly 20 years of experience, focusing on global investment opportunities and seeking undervalued companies with significant margins of safety [1] - The investment strategy emphasizes companies with solid earnings track records trading at less than 8x free cash flow, which is a key criterion for identifying potential investments [1] - Philipp does not limit investments to specific sectors or countries but focuses on companies that are well understood and assessed for future growth potential [1]

I have been an investor for several decades enduring the 87 crash, 2000 crash, and 08 crash. I do use trading systems developed with TradeStation. I have enjoyed the rewards from both buy and hold and trading. My professional experiences includes several decades as a process control engineer. I hold a JD from an eastern law school.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 ho ...

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!At the start of 2024, I concluded that Martin Marietta Materials (NYSE: MLM ) was adding more aggregates, yet concluded that issues were lingering. In the one and a half years that followed, share ...

If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.On Friday, Electronic Arts ( EA ) went up 15% on news that private equity firm Silver Lake, along with the Saudi Arabia investment fund, is looking to take EA private for as much asIan leads the investing group Ian's Insider Corner . Features of the group include: the Weekend Diges ...

Core Insights - The individual has extensive experience in the investment banking sector, particularly as a short-side trader and analyst, which has shaped their understanding of macroeconomic trends and financial markets [1] Group 1: Professional Background - The individual began their career in late 1989 as a trader for a short-biased hedge fund, gaining valuable experience during a significant bull market [1] - They have worked with notable firms such as Fleckenstein Capital and East Shore Partners, and spent 16 years with PrudentBear, focusing on strategy and portfolio management [1] - Prior to entering the investment field, they worked as a treasury analyst at Toyota during critical economic periods, which sparked their interest in macro analysis [1] Group 2: Economic Philosophy - The individual was influenced by Austrian economics through the works of Dr. Richebacher, which solidified their passion for economic and macro analysis [1] - They believe that significant developments in finance and policymaking are often overlooked by conventional analysis and media, prompting them to start a blog to highlight these issues [1] - The individual draws parallels between current economic conditions and historical events, emphasizing the importance of understanding the current global Bubble period [1]

Group 1 - The article does not provide any specific information or data regarding companies or industries [1]

Group 1 - The core focus of Quad 7 Capital is to provide investment opportunities through their BAD BEAT Investing platform, emphasizing both long and short trades with a proven track record of success [1] - The team consists of 7 analysts with diverse expertise in business, policy, economics, mathematics, game theory, and sciences, allowing for comprehensive market analysis [1] - Since May 2020, the company has maintained an average position of 95% long and 5% short, showcasing their strategic investment approach [1] Group 2 - BAD BEAT Investing offers various benefits, including weekly well-researched trade ideas, access to 4 chat rooms, and daily summaries of key analyst upgrades and downgrades [2] - The platform also provides educational resources for learning basic options trading and extensive trading tools to enhance investor proficiency [2] - The goal of BAD BEAT Investing is to save time for investors by delivering high-quality research with clear entry and exit targets [1][2]

My earlier bullish call on Alphabet/Google (NASDAQ: GOOGL ), (NASDAQ: GOOG ), has aged well. Since late April, the stock has climbed around 62%, impressively outperforming the wider U.S. market. That’s a big win for anyone whoI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In rec ...

Group 1 - The stock of Alphabet/Google (NASDAQ: GOOGL, NASDAQ: GOOG) has increased approximately 62% since late April, significantly outperforming the broader U.S. market [1] - The positive performance of GOOGL stock represents a substantial gain for investors who acted on earlier bullish calls [1] Group 2 - The article emphasizes the importance of equity research and analysis in making informed investment decisions, highlighting the author's experience in financial analysis and market trend evaluation [1]