Vice President level professional with over six years of experience at a bulge bracket investment bank supporting Securities Sales & Trading. I have an undergraduate degree in Finance and am currently pursuing my MBA with a concentration in Finance as well. I have ten plus years of investing experience utilizing stocks, bonds, ETF’s, mutual funds and options to manage personal and family accounts. Although all of my professional experience is on the Securities sell-side, I hope to move into a full time asset management/investment analysis role upon graduation from my MBA program. I follow the markets as a whole, from macroeconomic events to equities across the entire market cap spectrum, but my Seeking Alpha research and publications tend to focus on the small and mid-cap space. I believe this is the area in which the most value can be added from an independent and/or buy-side analyst standpoint, given the typical lack of coverage of these companies by most of the larger institutions. I am looking to leverage the Seeking Alpha platform in order to both promote and improve my investment analysis and writing skills, and hope that it could potentially open doors for me. If you have questions about my publications, would like to know more about me or would just like to bounce around ideas, feel free to message me via Seeking Alpha.
Born and raised in the USA, graduated with a degree in Finance then worked at a multi-strategy global hedge fund for about 4 years analyzing stocks all over the world. In 2007 I left the USA and moved to China to study Chinese and start a business. Now, I am the CEO and Co-founder of eFin which provides wall street level research to main street investors via a proprietary algorithm. Our eFin scoe that takes into consideration hundreds of factors to provide the best period of time to make an investment in a stock.
Nevertheless, my experience working at the hedge fund and running my own business has improved vastly my investment making decisions. I believe Warren Buffett said it best “I am a better investor because I am a businessman and a better businessman because I am an investor”. I have had my share of busts and winners and have gotten wise enough to always look at both sides of every investment no matter how negative or optimistic the situation is.
Although retired from active trading, I am still interested in tracking markets and stocks. I am working on a book about ways to do fundamental research for people like Seeking Alpha readers; I seek reader feedback. The industry I am the most familiar with is Paper and Packaging. I worked on the Buy Side (Investors) and Sell Side (Broker/Dealers and research publishers) for over 30 years. Sell side employers included Kidder Peabody, Drexel Burnham Lambert, BZW, Merrill Lynch, Bank of Montreal. Buy side firms included Citibank, John A. Levin, and Xylem Global Partners.
Xylem Global Partners, where I managed $100+ million in assets, was a market-neutral sector fund specialized in paper, forest products, packaging, building materials, and related industries. I have also researched stocks in a number of other industries. I have applied for tuition refunds from Stanford Graduate School of Business, which taught me Efficient Market Theory, now disproven, and Harvard College, which taught me Behaviorism, a now-discredited school of Psychology. Did I mention my odd sense of humor?
Retired entrepreneur who now manages his stock portfolio full time. Mainly a dividend investor, particularly international stocks without withholding taxes as my tax position does not allow me to reclaim any withholding taxes.
I am ALWAYS looking for interesting stock ideas involving dividend paying stocks that pay dividends with zero or very low withholding taxes and willing to share ideas with other investors.
I also like high risk situations as I am well diversified and have a long time horizon