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    Chad Stauffer

    Research Analyst at private investor

    Chad Stauffer is an experienced analyst currently serving as a private investor, specializing in fundamental equity research with an emphasis on the technology and consumer sectors. Over his career, he has covered prominent companies such as Apple, Amazon, Microsoft, and Google and is recognized for generating above-average risk-adjusted returns and a documented track record of successful stock recommendations, including a TipRanks success rate exceeding 68% with double-digit annualized returns. Stauffer began his financial career in the early 2000s, previously holding analyst positions at leading investment research firms prior to operating independently as a private investor. He holds FINRA Series 7 and 63 licenses and is known for his rigorous analytical approach and commitment to investor education.

    Chad Stauffer's questions to Heritage Global (HGBL) leadership

    Chad Stauffer's questions to Heritage Global (HGBL) leadership • Q3 2024

    Question

    Questioned the high loan concentration with a single borrower, asking if it was a mistake and what process changes have been implemented to prevent a recurrence.

    Answer

    Management acknowledged that, in retrospect, the concentration with the single borrower was too high. They stated they have learned from this and going forward, will lend more judiciously and cautiously to ensure the client base is broad and not dependent on any single entity.

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