I am currently an MBA student at London Business School. I have had a passion for investing since my teens and have been investing personally for over 10 years. I mostly use fundamental analysis and common sense, as well as an understanding of how macro factors will affect my investment thesis. I'm a big believer in being greedy when others are fearful and so far this strategy has led to some of my best investment returns, even if it often requires a lot of patience and a strong conviction. I cover a wide variety of sectors and market caps, but I generally try to invest only in companies whose business model I can understand. Having lived on four different continents, I have a global investment outlook, but invest almost ...More exclusively in US-listed stocks. I generally consider myself a long-term investor, but my average holding period can vary significantly. I re-evaluate my portfolio on a regular basis to make sure my original investment thesis for each position still holds. If it does not apply anymore, I sell the position, no matter if it has been one month or five years.
- Description: MBA student. Trading frequency: Monthly
- Interests: Bonds, Dividend stock ideas & income, ETFs, Foreign stocks, Mutual funds, Options, REITs, Stocks - long, Stocks - short, Tech stocks
Currently, there is no company profile for Benjamin Koellmann.
Currently, there are no blog details for Benjamin Koellmann.
Currently, there are no book details for Benjamin Koellmann.
LATEST STOCKTALK more »
Thinking JPM could be a good buy right now. Company lost $2bn trading, but stock lost almost $20bn market cap since loss made public. May 14, 2012
Latest Comments more »
- Hi Nadeem. Good article and... on Polypore: Profiting From Axiom's Sell Rating
- Hi James. Thanks for the fe... on Not Sure About Apple? Buy Qualcomm Instead
- I'm glad you brought up INT... on Not Sure About Apple? Buy Qualcomm Instead
- Thanks for adding that part... on Netflix: A Broken Company, Not Simply A Broken ...
- tommy0guns: Thanks for the ... on Netflix: A Broken Company, Not Simply A Broken ...
Latest comments on Benjamin Koellmann's Articles