I'm a financial analyst and consultant, specializing in the tech sector spending the last decade developing my profile in that area. After serving as a Sr. Financial Analyst in a Fortune 500 tech company for many years I founded Finro – an independent consulting firm that provides financial analysis services to the tech sector and tech related analysis to investment firms.
I work with startups, hedge funds, VCs, mutual funds and individual investors on valuating companies (private and public) and technologies, and analyzing investment strategies and complex securities. Additionally, I develop financial projections, financial modeling, and ad-hoc financial analysis.
I'm teaching finance courses in the top universities in Israel and I write for Seeking Alpha to share my analysis, research and thoughts with others who are passionate about finance and technology as I do.
I'm open to new opportunities. Feel free to contact me via the contact details below.
Email: firstname.lastname@example.org | LinkedIn: https://il.linkedin.com/in/lronen | Skype: lior.ronen.finro
As a contributor to the New Low Observer (http://www.newlowobserver.com/about-this-site), we intend to give new insights on a low risk approach to trading in dividend paying stocks for tax deferred accounts. The New Low Observer (http://www.newlowobserver.com/about-this-site) is not intended for regular or non-qualifying accounts however, the strategies and stocks mentioned can be used for non-qualifying accounts with the understanding of the consequences of potential short-term capital gains as well as the need for exceptional documentation for IRS purposes.
I have a professional background of working with the Federal Reserve Bank of San Francisco, Bear Stearns, Fannie Mae and Freddie Mac. Although I am an economist (and probably because of that fact), I am adept at being resourceful and thinking in a multidisciplinary fashion. For this reason, my professional experience only reflects a wide perspective that I have gained through the years and should not connote an air of authority.
Otzar Capital Advisors is a group of former Wall Street sell-side equity research analysts, with over 10 years of experience at top banks including Barclays and Credit Suisse. Our team also includes a political consultant and analyst who served a number of senior advisory positions in Washington D.C. and abroad. Otzar primarily covers small and mid cap stocks in the Telecom, Retail and Technology sectors. We specifically look for relatively under-covered stocks and opportunities missed by the market and we like to dig and take a deeper look, well beyond what everyone sees which might include site visits and face-to-face meetings with management.
I'm managing editor for SA PRO. I oversee SA PRO (http://seekingalpha.com/pro/) and Marketplace (http://seekingalpha.com/pages/premium_authors) and support in a few other areas on the site. I'm always happy to hear from readers and contributors, whether to help with questions, hear your feedback, or learn how you're using the site. I've been working at SA since September 2012.
I've been investing for 6 years. I used to write articles for Seeking Alpha before becoming an editor (while I'm proud of the work I did, it probably would not have been up to our PRO standards, which is a good thing). I am probably one of SA's most frequent users, and have learned an immense amount from contributors, readers, and SA employees.
Beyond the market, I like reading, travel, writing, playing/writing/listening to music, and learning languages. Probably most relevant to ask me about SA, but you're welcome to get in touch on anything else as well.
As a value driven investor, my investment approach is safe and cheap. I focus on investing in companies with extremely strong financial positions offering future growth at a discount. I take that same top-down approach and apply a synthesis of market implied growth rates in securities to isolate companies where existing assets of the business covers the market price. I closely monitor the underlying fundamentals of financial markets and the global economy.
Where my research typically diverges from convention is - incorporating a volatility based perspective to the fundamental analysis, enhancing the risk control in investing.
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.