Seeking Alpha

Casual Analyst  

ABOUT
Mid Market M&A consultant specializing in technology and energy industries. Individual Investor for over 25 years. Growth oriented investments primarily in market leaders and technology leaders. Investment philosophy is long term buy and hold with average holding time of several years.

I have a keen sense of cutting through management and Investment banker commentary and seeing true value of companies. A lot of my views tend to be controversial for that reason but at the same time remarkably accurate.

To get a feel for my writing, readers can puruse a few of my recent against the grain calls:- with extremely high success rates.
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SNAPSHOT
  • Description: Investment Banker/Analyst. Trading frequency: Infrequent
  • Interests: Stocks - long, Tech stocks
COMPANY
Solar Insights Subscription includes: Ongoing research & analysis on the rapidly changing solar industry, that includes long/short ideas Easy to manage portfolio of solar picks with forecast returns in excess of solar ETFs Analysis that goes beyond guidance - detecting critical flaws often not covered by Wall Street ...More
BLOG
Casual Analyst's Solar Insights Blog Subscription includes:Ongoing research & analysis on the rapidly changing solar industry, that includes long/short ideasEasy to manage portfolio of solar picks with forecast returns in excess of solar ETFsAnalysis that goes beyond guidance - detecting critical flaws often not covered by Wall StreetMinimum ...More
Book
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LATEST STOCKTALK more »
How Real Is The Off-Grid Solar Threat To Utilities? (Part II) http://seekingalpha.com/a/1ngwd Dec 22, 2014