about us

history of stockworm

Over a decade ago, we started to research stocks intensely to find out what makes the market tick. After reviewing popular investment magazines, web sites, books, and financial news programs, we realized that we were really seeking a more impartial way of picking stocks, outside of the 'hype' of the popular press. After immersing ourselves in academic accounting journals we were really excited at the potential of advanced valuation techniques and wrote a program which would crunch out the valuation formulas which we had discovered (the birth of the 'Stockworm').

Eventually we started analyzing more than 8000 stocks at a time and investing based on the results of these picks. Stockworm seemed to give us a measurable advantage in our investment choices and we were impressed with the boost that it gave our portfolios. We started running into so many friends and associates who were begging to use Stockworm that we finally organized a company to make the tool available on the web.

The version of Stockworm that you see today is much refined and improved over the initial software that we developed years ago. We have accurate, reliable financial data through Morningstar, Zacks, and Xignite. The data is crunched through valuation formulas, ranked appropriately and placed in our databases. The stock screens and individual stock analysis modules use all of the core Stockworm technologies to deliver value added content through ranking, valuation, screening, fully customizable charts and sophisticated portfolio tracking and management. We are committed to continually improving the site with the latest technology.

We briefly privatized the site in 2006 through early 2007 as the focus at that time was on full service portfolio management for client, through Stockworm Capital Management, LLC (SCM). However, we had so much demand from the general investing public to bring the site back that we decided that SCM and the Stockworm site can co-exist and we relaunched to again serve customers through the Stockworm site.

stockworm team

John M. Siegel, Jr., Ph.D., President & CEO - John has always been curious about solutions to complex problems, and he usually uses computers as a tool for finding the answers. In the case of Stockworm, he has used computers to crunch valuation formulas and rankings for thousands of stocks to reshape the data into a form which was much more manageable by individual investors. John also has an extensive background in the application of computer technology to bioengineering. In past years, John has worked on the analysis of genetic sequences and on computer simulation of flow-related diseases in the human body including diseased heart valves, clogged arteries, and kidney dialysis. John has multiple academic publications and honors as well as 4 patents/patents pending. John obtained his Masters and Ph.D. degrees from Georgia Tech in 1991 and 1994, respectively.

B. Daniel Whitnable, Marketing and Customer Relations - Dan started investing in the early 80's with the aid of an Osborne computer and a 300 baud modem. Those early efforts focused on the application of statistical signal processing algorithms to equity prices in an effort to filter trends and patterns. With over 20 years of experience in process design and automation in diverse fields ranging from automotive, computer, retail, and ecommerce, Dan brings a grounded systems approach towards investing to Stockworm. Edwards Deming and Benjamin Graham are an unlikely pair that have nonetheless greatly influenced this approach of treating investing as a system rather than simply discrete unrelated trades. Dan has a degree in Electrical and Computer Engineering from the University of Southern California, 1983.

Fyodor N. Golos (Fedot), Information Technology and Development - Fedot is a Russian native who came to the U.S. in 1994 to study computer science. He has been in the field of software design and development for over ten years. Cutting edge technology and the latest and greatest computer tools have always been his primary focus of interest. He has worked in various industries from genetics to financial analysis. Over the years he has gained significant experience in multiple programming languages, Internet technologies, and database management. Fedot's past interests include electronics and computer hardware design. He obtained his Masters in Computer Engineering from the University of Alabama in Huntsville in 1998.