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Since late 2006, Davy Bui has publicly posted stock picks, research reports and market commentary on his Enlightened American blog, outpacing the market by 9%, 13.5% and 17% in 2007, 2008 and 2009 respectively (http://www.enlightened-american.com/wealth/portfolio.html). Adapting a value-based approach, he evaluates general investment strategies and specific stock recommendations by combining macro-economic themes, fundamental analysis, delegation by emphasizing good management teams and risk mitigation via margin-of-safety requirements. Contact him at this page: http://www.enlightened-american.com/contact.html
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The Enlightened American
Combining fundamental analysis with the big picture, I use value principles with a macro outlook to filter suitable investments in bonds, stocks, options, ETFs and other investment vehicles.
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