Retired Engineer, consults on unusual and/or difficult technical and marketing problems. Author of the Amazon E-Book "Rich Geeks and Gifts from Greeks" Intel and Tektronix DARPA Principal Investigator Management experience including six startups High level management training and experience 27 patents Long term investor, infrequent trading
I'm the Vice President of Falls City Mutual Insurance Company Inc., a property casualty insurance company since 1869. I'm responsible for their operations including finance, accounting, IT, reinsurance, underwriting, claims, production, taxation, and all governmental compliance and reporting. I also do some FINRA arbitrations on occasion and insurance company consulting.
I operate a small hedge fund for family members and friends. The portfolio is valued oriented, un-levered, and has concentrated long positions. The fund has no management fee. And charge a 20% fee on returns above 6% (Hurdle Rate). I write investor letters every half year.
Company President, publisher of online workplace training. Over the past 40 have headed a CPA firm, founded an early-tech business services enterprise, acquired and ran a software company, and founded my current business in the Software as a Service space.
I love tech, and I'm usually overweight in tech stocks. I frequently take options positions, again usually in tech stocks. I need to stay abreast of technology for my business so I'm comfortable with my lack of portfolio diversification; maybe a little too comfortable.
I'm a research analyst and financial journalist in Portland, OR. As an trained economist and former senior tech industry professional at IBM and Intel, I have broad experience evaluating market trends and identifying new business opportunities. More recently, I've been a senior advisor to venture-backed start-ups in the Pac NW. I leverage my core research/analysis skills in managing several private investment portfolios. I am also involved in biotech research through a non-profit initiative.
SM in OR from MBTA Red Line Kendall Station.
Stay at home Pops to special needs son & gifted daughter.
I invest when I see opportunities present themselves. Mostly long, some short term trading. I can go a month with no trades and then do 40 in a week. Plain vanilla calls and puts in options and LEAPS.
Thirty years of retail investing experience in traditional stock/bond and real estate investments, self-directed. Bad experiences with advisors caused me to do my own homework. I rely mostly on fundamental analysis. Working in technology (digital mass storage) for my career but invest across all industries, mostly US companies.
Long only Value-fundamental investor