Hedge Fund Manager, Owner of ValuePlays and Angel Investor
Contributor's Links: ValuePlays Rand Strategic Partners

Todd Sullivan is a Massachusetts-based value investor and a 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 ... more

ALL CONTRIBUTIONS

“Value” At Lows And “Momentum” At Highs?
This isn’t to say value investors switch to momentum in a bull market, it is to say that as valuations get extended we don’t need to automatically sell due to that sole reason.
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Recession Plan?
Market history of past recessions since 1953 provides a decent answer of what to do.
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Retail Sales And Inflation
Real Retail Sales soared on recent stimulus activity. Recent reports have been well above the pre-COVID trend and not representative of normal retail activity.
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Is The “Market” Overvalued?
The many calls for markets being over-priced come from the dominance currently of issues in the VOOG ETF.
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TSA Traffic Continue To Rebound
The TSA data is a useful proxy for consumer confidence and population mobility.
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Traffic Picking Up
The 10-day TSA Passenger traffic rise is very rapid in this daily series. Now 53.4% of the 2012 trend line when 10 days ago it was 41.3%.
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STOCKS I FOLLOW

TWEETS

PERSONAL BLOG

Latest Posts
New Buy Coming Monday…
The next pick comes out Monday after the close... Our last two purchases are up 114% (bought in Aug) and 4% (bought in Jan)
Subs: Friday’s Links
Despite rumors, GE won’t be cutting the dividend. The exact level of GE’s dividend may change (up or down) but that may be a function of what is done with the businesses.

Work Experience

Angel investor
DailyWorth.com, Inc.
January 2014 - Present (7 years 6 months)
Backer
Backer of Follow Friday the Film
June 2012 - Present (9 years 1 month)
Angel Investor
Mile High Organics
October 2012 - Present (8 years 9 months)
Founder & General Partner
Rand Strategic Partners
January 2010 - Present (11 years 6 months)
Owner, Editor, Writer
ValuePlays
January 2007 - Present (14 years 7 months)

Education

State University of New York College at Cortland
BS
1986 / 1990
Management Science, Economics

Publications