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.

A few things about my writing:

I write my articles with a "we" - this is not nosism but more of an editorial and author "we". A writing style developed over the years writing for companies.

I write a lot - mostly email and private client briefings. I write in airport lobbies, planes, waiting rooms, Starbucks, my office, my bedroom, etc. Grammar is not my strength and I do not have the time ...More

See Seeking Alpha's policy on anonymous authors.

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