Seeking Alpha

Brendan Rose  

ABOUT
I'm a young private investor. I prefer concentrated bets on small, quality businesses. I'm a strategic generalist, tactical specialist; I scan broadly looking for quirky things to become obsessed with for awhile, to accumulate clusters of competence in neglected niches. I'll place on my watch-list most anything that is predictable enough to value accurately, and wait for the right price. My idea horizons, which used to be ~1 year, seem to be lengthening. To the extent I pay attention to macro I outsource my beliefs to Scott Sumner/Market Monetarists; good guys with track records worth noticing.

My current top holdings are FN, KTCC, AGM, NVMI, EMAN, SILC, SLP, and BOFI.

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SNAPSHOT
  • Description: Full-time Investor. Trading frequency: Weekly
  • Interests: Stocks - long, Stocks - short
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Working on $SILC Israeli expansion card firm 20/40% OM/GM ev/eps 10 gorgeous record come collab cmmnts here: http://seekingalpha.com/a/1utgu May 29, 2015