Seeking Alpha

Bayberrylane

 
ABOUT
In evaluating investment opportunities, I consider a company's management, products, customer relationships, competitive positioning, financials, the macroeconomic climate and other research depending on the situation.

I arrive at my own conclusions, tuning out the noise of the marketplace. My investment choices are typically based on a holding period of at least two to three years. Influences include Nassim Nicholas Taleb, Howard Marks, Joel Greenblatt, Steve Romick and Warren Buffett. My academic studies were in literature and psychology; I've supplemented this with extensive reading in business, economics and investing.

See Seeking Alpha's policy on anonymous authors.

SNAPSHOT
  • Description: Occasional Investor. Trading frequency: Weekly
  • Interests: Foreign stocks, Stocks - long, Stocks - short
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LATEST STOCKTALK more »
Salesforce.com Should Disclose Profit Or Loss By Product Offering $CRM http://seekingalpha.com/a/1g2r9 3 days ago