Author of the critically acclaimed book, "Taking Charge With Value Investing (McGraw-Hill, 2013)" and the premium subscription service "Tipping The Scale" (as seen below). An analyst that ranks in the top 4% on both tipranks.com and Motley Fool CAPS for stock picking performance. Tipping the Scale members gain access to the TTS Portfolio Tracker. Here, members see what I am buying and selling the minute it happens, along with what I have owned, bought, and sold historically. These are just a few of the features on the TTS Portfolio Tracker.Tipping The Scale is an equity research platform that uses a numeric scale instead of the traditional "Buy, Hold, Sell" to identify the best investment opportunities in the market. Stock coverage is determined by market catalyst, and every company goes through a vigorous test in 10 different categories. The higher the total score, the bigger the upside. In addition, Tipping the Scale also provides a number of portfolio strategies to hedge the volatility of the market and protect from downside.Check out my instablog for more information on the popular research service Tipping the Scale, including performance information, benefits, and how it all works.
Former Director and Cofounder of a Data Science team for financial sevices institution. Previous experience in building commercial lending risk model framework. Currently full time investor living in S. America.
WHARTON BUSINESS SCHOOL, UNIVERSITY OF PENNSYLVANIA
(MBA, major in Finance)(May, 1989)
UNIVERSITY OF CALIFORNIA, MEDICAL CENTER
(Graduate Study, major in Immunology and Bacteriology)
NATIONAL TAIWAN UNIVERSITY, SCHOOL OF MEDICINE
(BS, major in Medical Technology)
BSI Bank, Hong Kong (01/2012 - 07/2012)
UBS AG, Hong Kong - ED, Desk Head (11/2010 - 01/2012)
UBS International, San Francisco - SVP (09/2005 - 10/2010)
Bank of America, San Francisco - SVP (03/2001 - 09/2005)
Language Fluency: English, Mandarin Chinese, Taiwanese.
I am a long term investor with over 25 years experience. My goal is to choose good companies that will grow over time and provide a solid return. I'm not looking to get rich quick, just get rich before I retire!