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

Rates, Inflation, Market Valuation
Rising rates reflect investors shifting capital out of fixed income into other assets believed to offer better risk/return parameters.
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S&P 500 Intrinsic Value Update - Monday, Feb. 1
The S&P is by no means in a bubble…it also is by no means “cheap”.
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A Top?
The many calls for a market top have missed and continue to miss the strength of the recovery. Well-regarded economic indicators signal much higher equity prices are likely for non-FAANG-type issues.
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CAB Rises
The Chemical Activity Barometer (CAB) reported an all-time high since 1919. It is the longest series of all indicators available with a sound correlation to economic activity.
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S&P: Intrinsic Value Update
The market is not what I would call “overvalued” at all based on current data, it is not, though,  by any means “cheap”.
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2020 In The Rearview Mirror, Looking Forward To 2021
We have to be unemotional when investing. We can't “hate” or “love” a company for some arbitrary reason as both emotions lead to bad results. We have to try and remain numb and see each for what it is.
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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 4 months)
Backer
Backer of Follow Friday the Film
June 2012 - Present (8 years 11 months)
Angel Investor
Mile High Organics
October 2012 - Present (8 years 7 months)
Founder & General Partner
Rand Strategic Partners
January 2010 - Present (11 years 4 months)
Owner, Editor, Writer
ValuePlays
January 2007 - Present (14 years 5 months)

Education

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

Publications