-Portfolio Manager & Analyst at a $380 million value-oriented investment firm managing long-only and long/short equity portfolios on behalf of qualified investors and employees. -Previously a Research Consultant for New York City based L/S deep value and special situations hedge fund. -Other than investing, hobbies include heavy metal, playing electric guitar, reading business books and watching football. -Graduate of the University of Alabama. Roll Tide!
-Financial Analyst at a Fortune 100 tech company, developing different types of statistical models to forecast revenue/expenses and develop business strategies. -Graduate of Arizona State University majoring in both Statistics and Economics. Go Sun Devils!
I am an undergraduate student with a strong interest finance and entrepreneurship. I am a Business Administration major with dual concentrations in Finance and Accounting. I have a strong interest in the equities markets and I enjoy applying classroom concepts to analyze stocks.
I am student working on my B.S. in Finance at The University of Texas at Dallas. I have been interesting in trading and the stock market from a young age and I am excited to learn as much as I possibly can.
Born and raised in the USA, graduated with a degree in Finance then worked at a multi-strategy global hedge fund for about 4 years analyzing stocks all over the world. In 2007 I left the USA and moved to China to study Chinese and start a business. Now, I am the CEO and Co-founder of eFin which provides wall street level research to main street investors via a proprietary algorithm. Our eFin scoe that takes into consideration hundreds of factors to provide the best period of time to make an investment in a stock.
Nevertheless, my experience working at the hedge fund and running my own business has improved vastly my investment making decisions. I believe Warren Buffett said it best “I am a better investor because I am a businessman and a better businessman because I am an investor”. I have had my share of busts and winners and have gotten wise enough to always look at both sides of every investment no matter how negative or optimistic the situation is.
My academic background is in Engineering and management.
Besides one basic accounting course at university my investment knowledge is self-taught.
Reading books, SEC filings, annual reports, analyst reports, blog posts, MOOCs, message boards and listening to select podcasts and conference calls has helped me enormously to evolve as an investor.