|Here is what some of our clients have to say
about Nef Value Research.
still allowing us to have top-shelf buyside research. Being in
Buffalo, we found it hard to lure experienced analysts away from
the financial centers of New York and Boston. Nef Value Research
provides us with professional research at a cost below what we
were paying for junior analysts. Wayne and his staff average over
15 years’ experience each and have developed a good rapport with
our portfolio managers."
Harold C. Brown & Co., LLC
feel the services they provide are additive to my research process
and additive to my overall P&L. I have extreme confidence in the
research of NVR, and the depth of the knowledge of years of
industry research that supports it."
Stephen M. Schwartz - Portfolio Manager
CAVU Capital Advisors
|Nef Value Research L.L.C.
different view than typical research shops. His idea generation is
thorough yet succinct, and monthly retail sales analysis helps us
cut through the clutter than surrounds that week. Definitely an
asset to any money manager."
John Black - Trader
business. Wayne's service has increased my productivity
substantially particularly during earnings season. His tear sheets
allow me to quickly analyze the quality of reported earnings
against street expectation and to subsequently take advantage of
potential investment opportunities."
Eric Goldstein - Partner
First NY Securities LLC
fundamental, bottom up approach when evaluating companies.
His “no-nonsense” and “common sense” style within a top down,
geopolitical framework has helped me identify those companies
that the street so often misunderstands, misjudges, and most
importantly, misprices. Nef Value Research allows me to have a
“value-bent” analyst on the team without the added cost of a full
time employee. His stock specific ideas within a thematic
perspective are thoroughly vetted and presented in a timely and
efficient manner. I look forward to his morning overviews each
and every day."
Circle T Partners
work with the homebuilding stocks that turned my head. A series
of interviews I ran with him on my website were among the most
popular and profitable I have ever published.
Wayne's work on mortgage resets and the coming subprime
mortgage crisis in the fall of 2006 were my wakeup call, and if you
listened you made a fortune or saved yourself a bundle.
Something tells me Wayne will warm up to the homebuilding
stocks near the bottom. I am sitting on my hands, but not holding
my breath. He is not yet constructive on the builders.
1440 Wall Street