Seeking Alpha

Adam Xiao

As an investor, I look for companies with excellent long term economics and capable, honest management that can reinvest earnings at an attractive rate.

My view is that it is best for to find companies that can compound earnings internally at a market beating rate rather than relying purely on the arbitrage profit gained from buying assets at a discount from their intrinsic value. I hold this view for two reasons:

1. The market has become more efficient as more value investors rise having gained exposure to Benjamin Graham's teachings either directly or indirectly though knowledge transmission in the industry. Therefore there are fewer severely mispriced securities.

2. The approach of finding ...More
  • Description: Occasional Investor. Trading frequency: Infrequent
  • Interests: Bonds, Dividend stock ideas & income, Foreign stocks, Options, Stocks - long, Stocks - short
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$TLF 10K out Mar 28, 2013