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.
I am an investor relations consultant with 25+ years experience steering IR strategy and outreach for over 100 companies across a range of industries. We launched Catalyst Global in early 2012 to serve as a platform for innovating the IR role to better address the radically different dynamics and needs of public companies and investors.
Catalyst's mission is combining senior level experience and counsel with targeted outreach and efficient communications to deliver real change and share price results for "smidcap" companies in today's markets. We understand relationships and credibility take time, and we root all our work in integrity, candor and a focus on ROI.
I post on Seeking Alpha to expand the reach of client and other investment stories we like - and to understand the nature of these new channels of communication. Networking ideas and working with new media is integral to the IR function - plus it's fun.
CG Focus List is a separate service we use to highlight specific investment stories brought to us by some of the really smart investors we know. Profiled companies can be clients, ex-clients, non-clients or desired clients - but they are stories that offer very attractive investment potential and commensurate risk (there's no free ride in investing!)
My posts are NOT endorsed by the Companies on which I write - client or otherwise. We believe in truth and fair play at all times, and at all costs, and gravitate to those who share that view.
I am an active investor with a background in computer technology and internet start-ups. Interests include macro economics, demographics, risk management and hedging techniques, My investing strategy is growth at a reasonable price. My goal is to identify high growth companies, riding powerful demographic/macro trends, that are trading below their 5 year implied growth rate, and ideally hedging with pair trades.