Long term investor with a focus on small companies. Particularly interested in long term compounders, small cap value and special situations. I have been an avid investor for a decade. I am currently a full time financial advisor with an independent RIA firm.
I invest (technically) part-time, but I love the markets and immerse myself in them daily. I enjoy writing about my investment ideas as it helps me to organize my thoughts and I am happy to share if it helps others. I invite criticism as it will help sharpen my ideas, so please tell me where, in your opinion, I am going wrong.
I am an extremely disciplined and goal orientated college student currently studying at San Francisco State and majoring in Business Finance. After receiving my degree I intend to work at an investment firm as a financial analyst.
Besides school, I have been learning a lot about value investing and have been applying the value investing approach to the stock market by investing my own money in long term securities. I am always on the lookout for a wide variety of investment opportunities, ranging from slow-growth and cyclical companies to asset plays and turnarounds. Before making the final decision to invest real money in any of the businesses I take interest in, I conduct thorough investigative research on each company and document all of my findings. These reports contain information on the company's financial standing, their leadership team, current market conditions, and any other pieces of information that are relevant to the company's financial health and future outlook.
My username means 'fortunate' which reminds me I've to partially count on luck given my lack of finance education. It also refers to the fortunes that can be made in stock markets. The apostrophe prolongs the pronunciation indicating the patience required in investing.
My logo reminds me that I've to focus on numbers rather than wishful thinking. It also tells me to avoid complex math and to look for hidden value like the missing '1' in the logo. The missing '1' also represents 25% gain on $4 investment which is the target to keep in focus.
I've no education or training in finance or accounting. Recently got interested in investing; put my entire liquid net worth in stocks to make it a major undertaking for me. I write to benefit from critique and to expose my mistakes so others can learn.
I am an event-based investor focusing on opportunities with hard or predictable catalysts - particularly companies undergoing demergers or mergers, or otherwise able to manufacture high-probability growth due to some quirk of corporate structure, capital structure, accretive share issuance, growth via acquisition pipeline, competitive advantage/reinvestment, or other high-probability mechanism.
I am always on the look-out - especially in context of the opportunities mentioned above - for supply and demand imbalances: forced or uneconomic sellers, predicable (exploitable) behavioral trends, or unusual securities that can't be held by many industry players. Any ideas or thoughts would be appreciated.
Im a current law student with a passion for passive income. I have been a devotee of the Berkshire Hathaway Annual Letters since I was a young child and I seek to apply the common sense lessons of Buffet and Munger to building a sustainable passive income stream from the strongest companies in the world.
I am an almost 40 year old investor with a long term perspective and a lot of patience. I mainly think about the future when investing in stocks. I do not care about what my selection of stocks will do next year, but what the result will be in 2040 or so. To paraphrase Warren Buffett: "You should only have stocks that you would feel comfortable having if the stock market closes up for 10 years." That means that I look for stocks that combine growth and value. It has been proven that the group of dividend initiators and fastest dividend growers outperforms the markets by far in the long run. So I mainly select stocks from this group, although I also select some non-dividend payers that I believe will grow out to great future value players. Hence: from Growth to Value. I appreciate your comments, because I believe I can still learn a lot from your feedback and I believe in the wisdom of crowds.