Seeking Alpha

Anthony Grossi  

I am a full-time investor. I learned finance the old-fashioned way, out of necessity, during a career in the film and entertainment industry. I prefer to focus on long-term macro economic trends and demographics. Having identified an invest theme, I look for companies that most nearly fit my thesis. Then it is time to switch hats and become a traditional value investor, to ensure that the security is investment worthy and has a reasonable margin of safety.
  • Description: Full-time Investor. Trading frequency: Infrequent
  • Interests: Dividend stock ideas & income, Stocks - long
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finished the $DDEJF Q1. Book value $24 IFRS. Could be cheap if you really believe in inflation. Can't figure out book under GAAP (its lower) May 21, 2015