I am a private investor with a broad portfolio diversified across sector and size. Most of my writing, and much of the speculative portion of my portfolio, focuses on small and mid-cap companies in the healthcare and biotechnology sector. This sector provides the opportunity for outsize rewards, though one must be willing to accept significant risk. My background has exposure to healthcare investing and involvement with operating companies, which I believe provides me with a unique perspective. Currently I am an Associate for Finance and Business development at a clinical stage oncology company called Oncoceutics. Previously I was an Analyst at Osage University Partners, a venture capital firm focused on investing in companies developing technologies licensed from universities across a broad spectrum of opportunities including life sciences, information technology, cleantech, hardware and advanced materials. Prior to that, I worked for a grant program directed at life science technology commercialization at the University City Science Center. I also have worked at BlackRock Asset Management in an operations role with the money market and municipal bond fund groups. I have a B.S. in Finance and Entrepreneurship with a minor in Biological Sciences from Drexel University, and hold the Chartered Financial Analyst (CFA) designation.
I have been investing privately for ten years. I look to take concentrated positions in stocks with asymmetrical risk/reward profiles. Turn around situations, companies on the verge of significant revenue / EPS growth, and stocks that unjustly sell below their NCAV are all very interesting to me. I find that most of these finds come in small caps, due to their lack of coverage. However I am not averse to taking a position in a large company which I think fits one of my criteria.
Capital Markets consultant and active investor in the emerging life science space. Tenured futures trader. Able to provide access to a pool of investors and traders throughout the US and UK. ProActive Capital, a capital markets advisory firm that makes direct investments and provides advisory services into public and private life science companies. Areas of focus include; capital introduction, shareholder management, communications and investor outreach.
I am currently a student working on obtaining a Master's degree in Biomedical Sciences, and I have completed a Bachelor's in Biotechnology.
While my background in biotechnology gives me a great perspective into high growth companies, I prefer to focus on equities that are undervalued no matter what sector they fall under. I focus on fundamentals such as Price/Free-Cash-Flow and Price/Book to determine the ideal value of the company and I research management and their prior experience to determine whether to discount or add a premium to the ideal value. I do not use technical data to determine what makes a good investment. Rather, I use it to determine when is the best time to open or close a position in a company that I have determined to be undervalued or overvalued.
I'm a stock trader, a medical scientist and an MBA graduate. I have an excellent skill in the fundamental analysis of the financial market due to my business background. However, I also work as a full-time medical professional and trade in the market during my spare time. I do also have an excellent research writing skill. However, I don't believe in writing papers for students to turn in as their own which I profoundly believe is an unethical practice. Nevertheless, I will be more than happy to provide directions for someone to succeed in writing their research paper such as thesis formulation, development of hypothesis and so forth.