ABV is primarily a value investor with the odd foray into special situations or turnarounds. I try to find securities trading at a discount to a conservative estimate of intrinsic value (the cliched Margin of Safety). My day job is in finance and that severely limits the number of stocks that I trade or comments on.
Roberto Sfeir graduated from Northeastern University with a degree in Finance.
Worked at JP Morgan & Chase in hedge fund services.
Contributed in Northeastern University's mutual fund, 360 Huntington Fund.
Prior to that, he worked at the oldest mutual fund in the United States: MFS Investment Management.
Prior to MFS, he worked in the telecommunications company Nokia Siemens Networks.
*What the mind can conceive and believe it can achieve. Napoleon Hill
*The difference between who you are today and who you will be in 5 years is the people you spend time with and the books you read.
*Most people get ahead during the time others waste.
I am an advocate of the acquisition of wisdom (the ability to recognize difference) and being a constant learning machine. We were born into this world ignorant and incoherent and this mental capacity can only be remedied by obtaining wisdom and knowledge vicariously through others or by experience. I prefer both. Modeling is a very effective mental model and overcomes the learning curve of a discipline at an escalating rate. Warren Buffett / John Maynard Keynes / Peter Lynch are the models I use. Inventing the wheel contributes to loss in opportunity costs, inadequacy of conviction in ones conclusions, lack of direction, shortage of confidence to concentrate assets (not over diversifying) and steep expensive learning curves.
Awareness does not bring success. Implementation of awareness develops results, and it is refined results persistently applied that attracts a fortune. A fortune can't be pursued it must be attracted through a definite purpose, definite plan put into continuous action, and concentration of effort that is persevered through all possible tempting distractions.
All is well because all grows better.
I am an independent investor who also teaches value investing at www.csinvesting.org. My interests include Austrian economics, gold, specialty insurance, business services, and resources. My goals are to value and explain investments as a business person.
I run a fund that is long/short US and foreign equities. fund has a short bias and is generally
short stocks we have identified as possible frauds through our proprietary research and investigation.
Private investor with a focus on 1) event driven situations with a definable near-term catalyst, 2) arbitrage, 3) bankruptcy/reorganization/liquidation, and 4) yield oriented investments. Retired from the hedge fund industry in 2009.