Lukas Neely

CEO/Co-Editor at BetterInvestingHabits.org
Contributor's Links: InvestorVantage Better Investing Habits
Lukas Neely is the Co-Founder of BetterInvestingHabits.org, InvestorVantage.com and more
Following: 28 Followers: 2475

ALL CONTRIBUTIONS

Peter Kennan On His Philosophy To Deep Value Investing With A Corporate Finance Twist
Wednesday, January 13, 2016 1:47 PM EDT
Peter Kennan takes a deep value approach with an interesting corporate finance strategy to create value maximizing catalysts for his investors.
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3 Of Our Favorite Stocks In Steve Mandel's Portfolio...
Tuesday, December 22, 2015 11:02 PM EDT
Steve Mandel is a Tiger Cub who founded Lone Pine Capital in 1997. He has a higher turnover than most of the investors we follow. This article covers three companies from Mandel’s portfolio that we find interesting.
In this article: MA, V, LNG
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Intel…Are Shares Attractive At Current Levels?
Wednesday, November 25, 2015 9:02 AM EDT
For the upcoming quarter, management says they expect revenue to come in around $14.8 billion and gross margins to stay around 62%.
In this article: INTC Also: AMD, IBM, STM, TXN, NVDA, QCOM
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Underperformance…Is It A Necessary Evil?
Saturday, October 31, 2015 6:31 PM EDT
You will underperform. We will all underperform at multiple points while investing in the stock market. I hate to break it to you, but it’s an inevitable fact of life that we will underperform the market from time to time — and it’s perfectly OK!
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Know Your Competition…
Monday, October 19, 2015 4:52 PM EDT
What’s good for investors is not necessarily good for Wall Street (and vice versa). The interests are not aligned properly for Wall Street to serve as stewards of long-term capital.
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My TEDx Talk: Is This The Death Of Investing?
Thursday, July 16, 2015 5:33 PM EDT
How individual investors are leaving the marketplace and how they can use a simple mental model to help understand investing and invest better. (Video length 00:15:45)
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Always Think About Risk Before Return
8 years ago

Thanks for all the kind words and support! Enjoy!

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STOCKS I FOLLOW

AMGN Amgen Inc.
AMZN Amazon.com Inc.
BABA Alibaba
C Citigroup Inc.
EBAY eBay Inc.
OIL iPath B S&P GSCI Crude Oil TR ETN
SNE Sony Corporation
SNI Scripps Networks Interactive Inc.
SODA SodaStream International Ltd.
SPY SPDR S&P 500

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

CEO / Co-Editor
ValueInvestorConfidential.com
May 2014 - Present (9 years)
An investment publication and consulting company specializing in active value investments, high quality investments and portfolio management.

Conducts In-depth interviews with the top value investors of today.

www.ValueInvestorConfidential.com

www.EndlessRiseInvestor.com

Lukas is also author of:

How I Raised Myself From Failure To Success In Investing: A Value Investor's Journey

The Ultimate Investor Blueprint: A Value Investor Handbook w/ Checklists

The Timely Twenty: The Best Stocks To Buy In 2016 (coming soon)
Chairman / Chief Investment Officer
Authentic Capital, LLC
May 2014 - Present (9 years)
Senior Portfolio Manager and Investment Officer
Capital Instincts USVI
September 2007 - November 2012 (5 years 3 months)
Created and implemented a long-term, multidisciplinary, absolute return oriented, value investing approach to investment decisions within the company.

Executed a long-term fundamental value-based approach to company selection; emphasizing durable competitive advantages, low multiples to free cash flow, earnings power and asset values.

Advised private investment of subsidiary businesses, covering various asset classes.

Total returns beat all major U.S. indices while managing the value portfolio since Jan 2010.

Presented, assisted, and interacted daily with the CEO/CIO on issues related to investment decisions.

Developed and maintained approved equity long and short lists for traders.

Provided analysis and due diligence for approved investment list for traders.

Researched new areas of investment opportunity.

Idea generation backed by fundamental (90%) and technical analysis (10%).

Education

University of Central Florida
Bachelor's Degree, Pre-Law Legal Studies
2001 / 2005

Publications

Value Investing: A Value Investor's Journey Through The Unknown...
Lukas Neely
EndlessRiseInvestor.com
03/22/2015

Lukas Neely is a former Hedge Fund Portfolio Manager. He gave up his "cush" job to help individuals invest better. Plain and simple! 

You know how frustrating investing can be when you are trying to find great investment ideas and opportunities? 

He helps solve this. 

Based on real world experience managing millions of dollars, extensive research, and one-on-one interviews with some of the top performing investing experts and minds in the world—from Mitch Kovitz, Vitaliy Katsenelson, Jon Shapiro, and many more—Lukas Neely has created a simple 5-step multidisciplinary blueprint that anyone can use to create investing success through value investing. 

Neely has a great way of using real world examples, case studies, and stories to illustrate even the most complex investing concepts—making them simple and actionable. 
Value Investor Confidential
Lukas Neely
Endless Rise Investor
01/04/2015

Access the strategies of the best professional and rising start investors.

Value Investor Confidential showcases detailed interviews and ideas from only the world's best & rising star investors.  If they don't qualify then we don't bother.  Some you will recognize --- other's are a little more low-profile or unknown.

$49 per Month or $999 per Year
Guru Investor Edge
Lukas Neely
Endless Rise Investor
11/20/2014

Idea Generation From The Best Investors Of Today.