Sahm Adrangi, Shortselling, And The Economy

When Sahm Adrangi first founded Kerrisdale Capital, the stock market had just started to take the bullish path that it’s been on for years. Despite the rise, he still took his chances with betting against stocks along with a few other investors. While the stock market may have risen by 22% in 2017, Kerrisdale Capital and Sahm Adrangi still managed to see their portfolio rise through short selling and hedge funds by 20%.

While Kerrisdale has had a lot of success and seen plenty of profits, the same cannot be said for every investor engaging in short selling. When the market is flat, short sellers don’t have as much risk as they do when it is bull. If they do not get their methods correct and go off of bad ideas, they can watch their portfolio lose value quickly.

Sahm Adrangi may be good at what he does, but that doesn’t mean that he hasn’t seen his fair share of problems. When it comes to shorting if done wrong an investor can lose more than what they put into it. In one case that he recalls, a bad investment led to a loss of 200%. This risk is one of the reasons why some investors avoid the practice altogether.

One of the ways that make Sahm Adrangi different from many of his peers is his methods of value investing. When he makes the decision to short, he also goes public to speak and debate about the merits and business practices of the company. Other investors see credibility in the reports published by Kerrisdale Capital due to their years of good investments and get to discussing it and investing on their own. While it’s possible to see profits while keeping your opinions quiet, it’s much more difficult.

 

View this post on Instagram

 

Kase Learning Shorting Conference back in May #shortselling

A post shared by Sahm Adrangi (@sahmadrangi.kerrisdale) on

While some people look at short sellers like they are cynics, Sahm Adrangi doesn’t see his business that way. Kerrisdale Capital isn’t looking at the stock market overall when they are making their financial decisions. Instead, they are examining individual companies and investing in businesses in a way that pays off when they just don’t work out.

https://seekingalpha.com/article/4052332-conversation-former-hedge-fund-analyst-long-shares-gnc

Paul Mampilly Thinks The News Predictions May Have It Wrong On This One

When you hear voices from some well-known investment banks and economists who’ve been around for a while talking about a big selloff coming in the stock market, you should generally pay attention. But even the experts don’t always get it right, and investment advisor Paul Mampilly knows this. A couple reasons he’s not buying into recent talk about a coming stock market drop is that the amount of debt people have been carrying relative to income is at one of the lowest levels it’s been at in a while; and middle class income has been rising over the last year. Mampilly says these movements should actually make for a very strong stock market performance and a bull market once the panic headlines stop.

Paul Mampilly has been a trusted author at Banyan Hill because he has spent years in the financial sector and has closely researched market movements and seen indicators that led to his prediction of the dot-com crash of 2000, the success of OLED Universal Display Corporation, the housing bubble of 2008 and the making of the pharmaceutical giant Sarepta Therapeutics. Paul Mampilly began in banking in 1991 after moving to the US from India to complete his bachelor’s degree, and he started out at Deutsche Bank. He was an advisor and fund manager for ING, Banker’s Trust and ultimately for a prominent hedge fund, Kinetics International Fund which was rated tops in Barron’s magazine. He also won an investment competition for taking $50 million and growing it to $88 million in one year and doing so while most of the markets were going in the opposite direction in 2008.

Paul Mampilly retired early from the big banks and hedge funds because he not only wanted to help the people he felt were neglected by Wall Street, but he also wanted to work on his own time. His newsletters are directed towards middle class individuals who want to go around the normal brokers and wealth managers and manage their investments themselves. His three newsletters, “Profits Unlimited,” “Extreme Fortunes” and “True Momentum” show the readers how to do just that and are available to subscribe to at www.BanyanHill.com.

Read More: www.talkmarkets.com/contributor/Paul-Mampilly/

OSI Group In Australia Creates New Joint Turi Foods Venture

OSI Group is a food services company that has plants and distribution centers all around the world and has been in Australia for quite some time. Just recently it was announced that its Australian company would be forming a new venture with a local food supplier in Thomastown, Victoria known as Turi Foods which has been processing meat products in the region for many years. OSI Group prides itself on establishing a local identity in how it conducts business even though it has an international presence, and its values combined with the shared interests it has with Turi made for a perfect forming of the new Turosi company. Both companies will now see their services and food portfolios increase and their resources pooled together.

OSI Group is over 100 years old and can trace its beginning back to when Otto Kolschowsky built its first butcher shop in Chicago in 1909. Its first 60 years or so were spent mostly operating locally supplying its meats to restaurants and supermarkets, but it was a partnership made with one of today’s largest fast food chains, McDonald’s that led to them going international. Much of the growth planning and strategic execution came under the guidance of former investment banker and consultant Sheldon Lavin who became heavily involved in the company and understood how to maximize its operational efficiency. He is currently the CEO and chairman of the company and serves along with President David McDonald on the Board of Directors.

OSI Group has several key international partners in OSI Europe, which is the parent to Baho Food and it’s Flagship Europe branch, OSI China, Select Ready Foods in Canada and GenOSI in the Philippines which serves the southeast Pacific region. OSI has received a good reputation not only for having quality tasting products and a diverse range of already prepared meat specialties, but also for having a great work environment. They won a notable recognition from the British government in 2016 known as the Globe of Honour for maintaining environmentally safe facilities and minimizing the risk of injuries to employees. OSI Group also serves their communities through groups like the Boys and Girls Clubs and the Ronald McDonald House Charities.

Jose Auriemo Neto Passionate Leadership Propels JHSF to Great Heights in a Short While

Leadership is a hot seat coupled with multiple demands beyond what many think it is. The moment of appointment of a leader to an office will invite all eyes to be glued to him to evaluate his capability as the head. Nevertheless, some proficient leaders have used their positions to influence the mushrooming of organizations in which they are in charge. Such inspirational leaders include Jose Auriemo Neto who exhibit acumen in articulating his responsibilities in leading development courses.

Background Data

Auriemo was voted the Chief Executive Officer of JHSF for two years in succession from 2003 to 2005 at YPO – Young Presidents Organization. The organization brings on board more than 25,000 top executives from at least 13 countries globally. He is also a graduate of Fundacao Armando Alvares Penteado based in Sao Paulo.

Exemplary Career at JHSF

Jose Neto has been an Executive Board Member from 2009; this is besides his current position as the chief executive officer. Since he set his feet at JHSF back in 1993, he has upheld dignity and immense respect for work ethics, innovative culture as well as manifesting splendid leadership. In a short span, Neto has registered numerous achievements which have had a direct impact on the growth of the company. He began by establishing the company’s parking lot solution, Parkbem.

Summary

Jose Auriemo Neto did not wait for the company to win international pitches as he knew what he was up to; in 1998 he oversaw the construction of Santa Cruz shopping mall with the current world-class specifications. Since he began serving at JHSF, he has been duly committed to finding opportunities and making them a reality as well as reaping massive profit for the company.

The Outline

Jose Neto has worked hard to accomplish the much that he has. Over the past years, he worked on creating a healthy rapport between employees and clients. As such, JHSF has grown into an excellent business not only for him but also for his workers.

Larkin and Lacey Initiatives to Defend the Helpless Minorities

The world is such that human beings not only need laws but their effective application for society to function in a just way. The order of society is such that, usually, the majority tends to forget about the plight of the minorities, and will even invent ways to make sure that their way will always carry the day.

There are the reasons that such historical bloats as slave trade took place. Slavery was the height of the manifestation of human selfishness and animal tendency. Thanks to civilization such tendencies are largely controlled and eliminated in some cases.

However, like a chronic wound, the evil still resides, like dregs, in the hearts and minds of those who benefited from oppressing the minorities. It is for that reason that such tendencies randomly tend to want to show their ugly heads that several organizations have been formed to defend the rights of minorities.

These organizations are usually formed as a result of witnessing oppression against minorities.

Border Angels

It has several community-outreach programs aimed at supporting immigrants. They even organize trips to the desert to place drinking water on the routes that immigrants follow on their way from Mexico. Learn more about Lacey and Larkin: http://james-larkin.com/press/ and http://james-larkin.com/about/

The Day Labor outreach program offers free legal assistance on daily basis to support immigrants in need of legal representation or pursuing documentation.

The American Civil Liberties Union of Arizona

The union was started in 1959. It has engaged the authorities on minority rights issues since it was formed. It provides legal assistance to minority needy groups and individuals. It is renowned for having successfully challenged the law that banned multi-racial marriages in Arizona. The Ernest Miranda case is also another of their major achievements.

How Larkin and Lacey shot into the limelight and became frontline defenders of the rights of the minorities in Arizona

Jim Larkin and Michael Lacey are true patriots when it comes to fighting for the rights of the minorities in Arizona and beyond. The two founders of Village Voice Newspaper were the first ones to smoke the cat out of the bag in Arizona when Joe Arpaio reigned supreme, apparently outside the law.

Larkin and Lacey were rounded up and thrown into prison by the Maricopa County Sheriff for what appeared to have been a vengeance mission by the County Sheriff. The two had highlighted the proceedings in the County Sheriff’s Department regarding the use of public funds and the draconian application of the law when dealing with immigrants.

The Frontera Fund

Ironically, the Frontera Fund was started with the funds that the courts in Arizona awarded Larkin and Lacey for wrongful arrest by the Maricopa County Sheriff. Mr. Joe Arpaio was ordered to pay the two former Phoenix Times journalists a sum of $3.3 billion.

The two journalists were fully aware of the conditions that surrounded the lives of many immigrants and other minorities in Arizona. They decided to use the money awarded by the courts to start a fund that would defend the rights of those that the authorities mishandled.

The Frontera Fund is dedicated to providing documentation assistance to immigrants and giving free legal counsel, where needed, to such people.

Read more: Michael Lacey | LinkedIn and Jim Larkin | Facebook

For Alexandre Gama. Persistence The Key

As one of the world’s most recognized advertising executives, Alexandre Gama has seen a lot in his time in the industry. The very fact that he is so recognized in the industry is not something he could have foreseen. Gama spent most of the 1980s as a copywriter at Standard Ogilvy & Mather as he waited to get his big break. That break came in 1990, when he was hired at DM9 as a copy writer and creative director. After many successful years at DM9, Gama was named as the CEO and COO of Young & Rubicam in 1996.

This was the big break that Gama was looking for as he began to be recognized across the industry for his work. He decided to start his own firm in 1999, which he called Neogama. It was this move that made Gama a name worldwide, as Neogama quickly became one of the world’s top agencies. Neogama won a Golden Lion at the 2000 Cannes Film Festival and never looked back, winning another 22 Golden Lions in the years since.

Will Gregory Aziz Continue His Winning Streak?

Gregory Aziz has managed to reach where he is today for a good reason. Nobody else seems to have managed to do as much as he has and nobody seems to have the same determination. He is focused on doing everything he can to make sure the world realizes why there is a need for this kind of thing and he is focused on making sure that we fully realize just how important it is that the freight car industry continues to run smoothly. People who are used to seeing the goods they enjoy in our stores do not realize how important logistics is to that success.

 

The success of Gregory James Aziz and his management is a victory for logistics. We simply wouldn’t have the same quality of goods and the ability to get them when we want if not for his work. He focused on making National Steel Car what it is today and helped bring it into the modern day with his precise thinking. His ability to do this getting recognition and it’s changing the way people look at his name. Clearly, we can benefit from having him around and everything that he is able to offer in the end.

 

His ability to lead is going to be important to the future of the freight car industry. Nobody else has managed to produce so much in so little time and nobody has apparently made the most successful decision making like him. He’s had enough experience to understand what people are looking for and he is trying to bring the entire forward. This is going to look different for different people, but for him it’s all about making sure that National Steel Car is still at the top. The century of rising is something he doesn’t plan on stopping. See Related Link to learn more.

 

The factors influencing the success of National Steel Car aren’t easy to emulate and it’s amazing that they even arose in the first place. Freight cars are absolutely important to our world and they have allowed North America success that others couldn’t dream of. Aziz has so much more in store for the company he manages and we will see it in due time. For the time being its going to be painfully obvious that there is a need for a new direction. Nobody can help National Steel Car get there better than he can or steer things more smoothly. ISO have recognized the growth of the company awarding it the ISO 9001:2008 certification and received TTX SECO award for quality, for over a decade.

Gregory Aziz, the Chief Executive Officer of NSC

Gregory James Aziz owns National Steel Car. He has been the head of the company since when he was the age of 45 until now. Gregory James Aziz took over its leadership at a time when he was very capable and still strong. He was very well trained and had enough experience and money.

 

Hamilton has been his home since 1949 when he was born. He went to school in the community and even to college, at Ridley. Gregory James Aziz did well and was therefore required to join the university. Studies during the time when James Aziz was born, were not so much stressed on. However, those who were able to acquire education seized the chance. Their parents knew the struggles that their children would go through if they did not seek education at an early time.

Education was very important because it enabled one to acquire the necessary skills to be used in different fields like in industries and companies. Those who wanted to pursue more demanding courses would require more training. These were the likes of doctors and engineers.

Greg James Aziz never intended to be an engineer, so he never became one. However, he always wished to be an entrepreneur. One of the great entrepreneurial fields that he knew was the manufacturing industry. Why this was more benefiting is due to the fact that vehicles and other locomotives will always be needed in the new times that we are living in. the only difference between the past and now is the advanced level of the locomotive and its features. Refer to This Article for related information.

 

To get to do the job that Greg wanted, he had to study hard and smart. He passed his examinations well and progressed in his studies without any hiccups. Greg soon graduated from the Western Ontario University. Skill is pointless without education. The reverse is true.

 

Greg Aziz was aware that he would do nothing without his educational certificate if he did not look for better skills to improve his expertise in management. He, therefore, looked for jobs that would not only earn him money but also teach him how businesses are run and managed. Greg James Aziz soon became an expert in management. What then remained was for him to get money and buy NSC. He worked in New York for a few years and was able to get the amount that was required to make the purchase. This was a dream come true for Greg.