Self-taught investor based in NYC. I completed my undergraduate studies at Stanford University and have lived in Japan, China as well as the United States. I've worked as a reporter, freelance writer, copyeditor, filmmaker, and educator. I believe that investing requires thoughtful analysis (qualitative as well as quantitative) and proper due diligence.
As an investor, I am focused on turn-around stories as well as undervalued growth companies. As a contributor, my goal is to provide thoughtful analysis of companies that lack sufficient coverage and are unloved by Wall Street.
I believe that understanding the limit of one's circle of competence is one of the most important principles of investing.
I am most interested in therapies that could potentially (and/or eventually) be used to treat pediatric cancer patients. I am a financing/accounting type person who had to learn about cancer and cancer therapies the hard way. Pump and dump traders in the biotech oncology space make me want to puke, so on seeking alpha and other sites I look for people who appear to understand the facts, who can pick out the flaws in trial designs, and make reasonable comparisons to other drugs on the market or in development. Seeking Alpha contributors who are paid by companies to do "research" on them make me sick, especially if one has to dig hard to find this out because it's not clearly disclosed. In the oncology space I have only found 3 or 4 people who's analysis is worth reading.
I always look at stocks with a temperament informed by the teachings of Ben Graham and the like. I enjoy delving deeply when researching stocks for the long term. But the the value oriented investor can also have a keen eye for spotting overly done declines and advances in the markets, especially concerning value stocks in the former case and momentum / cult stocks in the latter case. These advances and declines have a strong tendency to revert to the mean, as such providing interesting, if speculative and short term, opportunities.
Continues to devote entire life to public service through not-for-profit enterprises focused on the arts and education. Brand new to investing by way of very modest inheritance in a couple of handsfull of fairly conventional positions. Primary investment goal is to not lose the investment while learning about investments. At the end of the day, it would be a good thing to not be viewed as an idiot.