Dr. Clemens Scholl was born in Salzburg, Austria. He went to school and high school in the french-speaking part of Belgium, studied physics and mathematics at the University of Cologne, Germany. He obtained a PhD in nuclear physics magna cum laude, and conducted experimental research at several national and international accelerator facilities. He has published a large number of academic papers in the field of experimental nuclear physics. Dr. Scholl has lived in Austria, Germany, England, Belgium, France and Japan. He currently lives in Germany. Next to his scientific work, Dr. Scholl manages an investment partnership based on value investing principles. He is the CFO of a French real estate company and the general partner of Tolbiac Capital KG.
Buy and hold long term investor with a high concentration portfolio. Each year, I filter my ideas down to one or two stocks and build large positions in them.
As a student, I'm 75% Graham, 25% Keynes. I don't try to time the markets and rarely trade or sell.
Mike Seeley is a co-Founder - alongside Robert Stewart - a Director, and the Chief Investment Officer with Juniper Peak Capital LLC, a value-oriented and special situation-focused hedge fund launched in 2016. Mike is a Certified Public accountant Licensed with the state of Utah. Mike worked as a federal tax associate with KPMG, LLP prior to leaving to develop and oversee corporate tax departments with several private and publicly-traded, multi-national manufacturers and distributors. Mike holds both a Bachelor of Science(Accounting) and Masters of Accountancy (Tax) from Utah State University.
Mike was born and raised in orchards in Washington State and Idaho, lived abroad for a time in England, and now resides with his wife and children along the Wasatch Front in Utah.
Stirling Capital Management is a client focused and performance oriented investment firm. We scour the globe for opportunity in any asset class with asymmetrical risk versus return characteristics.
I am a long term value investor, but I am also interested in growth stocks when it is not overpriced.
I enjoy the process of finding out stocks with value, much like a gold-mining experience. Along the way, I also gained a lot of insight on various businesses.
Most of the time, I post articles and comments on Seeking Alpha to get opinions from other people, since it is important to get criticized and avoid the confirmatory bias. I also believe that small investors need to work together to share their research efforts in order to achieve an edge on information.
While I am passionate about investment, I am also passionate about many other things as well, such as Math, Machine Learning, Psychology and Philosophy. I believe life is about having fun, and a big part of that "fun" comes from constant learning and personal improvement.
I am going to write about public market investing ideas.
All asset classes welcome, but it will likely be predominantly equities.
I will try to be concise and stick to factual analysis to get to the truth.
Discussion focusing on the investment case are highly welcome.
The frequency of posts will depend on how many ideas I find interesting / whether I have time to post. I accept no obligation to update historical posts with new information. I reserve the right to deal in discussed ideas without notification. Do your own work.