Alex Zhao, CFA, is an equity analyst for Morningstar, covering the telecommunications industry. Before assuming his current role in June 2016, Zhao led Morningstar’s performance team of the U.S. mutual fund database. He has worked for Morningstar since 2010, progressing from performance analyst to investment analyst for the firm’s Investment Management group. Zhao holds a bachelor’s degree in economics and mathematics from Kenyon College, and he is pursuing a master’s degree in business administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation. The opinions and research contained in his publications before June 2016 are those of Alex Zhao. Morningstar or its subsidiaries have not reviewed or endorsed any material contained herein and are not responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions or their use.
Recent Graduate from DePaul with a Bachelor of Science in Business majoring in Finance and Management with a Minor in Accounting. Currently interning at a financial advising company with a focus on fundamental and technical analysis. Candidate for the CFA Level 1 in December.
I am an essayist who writes primarily about Burkean conservatism, capitalism, and the concept of durable independence. I specialize in investment theory, Iowa politics, education, and family travel. My interests range from home and furniture restoration, to scuba diving, cycling, camping, and gardening. I also like to write about connections I see between literature, philosophy, art, history, and current affairs. I hold a master’s degree in politics from Iowa State University, graduated magna cum laude and was the recipient of Iowa State’s graduate research award in in 2015.
I have worked as a teaching assistant (ISU), a fiction writer (Losing Latitude, Symptoms of a Broken Heart), a political blogger (Des Moines Examiner), a hospitality auditor (Hilton), a publisher (Remarco Publishing), a vending machine repair man, an antique furniture restorer, and a swimming instructor. As an undergraduate, I worked full-time overnights at a gas station to pay for school. For the last six years, my primary job has been as a stay-at-home dad to two children ages six and four.
I am currently working on a book about the definition of conservatism and the value of durable independence, as well as laying the groundwork for a non-profit that focuses on land conservation and utilization in Iowa. In 2016 (when my youngest starts school) I’ll be looking for teaching opportunities in central Iowa or administrative work in higher education.
Astute student of value investing with a focus on dividend growth. Doing my homework and learning something new everyday. You can't acquire much more than miniscule knowledge of what this vast investing universe is all about, but you can learn what works for your own situation.
I started and led a consumer products oriented consulting firm for 20 years. We consulted with many of the premier companies including KO, JNJ, SJM, CL, BMY, G, MMM, GIS, MO, etc. After selling the business I wrote a book on investing in Great Companies and started an investment firm that managed three mutual funds with AUM of $1.4 billion using the principles outlined in the book that I wrote. The largest fund outperformed the S&P 500 during the five years that I managed the fund.
After selling the funds I have been involved in various ventures including investment management, a country music channel, and purchasing consumer debt.
Recent graduate from Bulls on Wall Street and a full time day trader. I have been an investor in the stock market for over 20 years. It wasn't until Stocktwits and Twitter came out that I realized I was missing the boat in the market.
I was your typical Buy and hold kind of guy and I had some fantastic wins. However, I also had some mammoth losses with that strategy. I read hundreds of books, went to investment seminars, subscribed to the Wall street Journal. IBD, Barron's and countless other financial publications. I spent thousands of hours studying and reading about the macro economy and companies I wanted to invest in. I studied company financials, read every article about them, listened to conference calls, looked into management, checked out their product or service all in the hopes of investing in the next Apple, Microsoft, Walmart, early and becoming an overnight millionaire.
Then I started following day traders on Twitter and Stocktwits and I watched these traders make some pretty impressive profits holding a stock for literally 10 minutes or an hour. I actually watched one individual make an obscene amount of money in one stock both on the way up and then on the way down in about 4 hours. The kicker for me was when he concluded his trading in that stock he asked " Hey does anyone know what that company does?" I was floored!! They were in and out in one day and holding a cash position overnight. Not having to worry about waking up the following morning to some negative Press release about one of the companies they are invested in, or the overall macro economy that sends markets or your stock plunging.
It was then that I decided to educate myself and learn this craft to become a full time trader. Now I am blessed and living my dream of making a living doing what I love as a day trader and blogging about my journey. You know you have passion for your job when you are sad that its Friday and you can't wait till Monday.