My investment strategy focuses on balanced investing between short and long stocks. I follow a 'buy-and-hold' strategy for companies with strong fundamentals, while I short sell distressed companies with flawed fundamentals.
To contact me, please either send me a PM or email: firstname.lastname@example.org
I am a successful private investor who is passionate about investing in growing, high-quality, "wide moat" companies that trade below their intrinsic value. I am a CFA Charterholder and hold an MBA from an Ivy League Business School. The following are the three key pillars of my investment philosophy:
1) Great Businesses: Acquire high-quality predictable businesses with wide economic moats (i.e. sustainable competitive advantages or high barriers to entry), pricing power, strong market positions, high free cash flow generation and high returns on invested capital.
2) Excellent Management: That has significant experience in their industry, is incentivized properly with substantial ownership, and is focused on creating shareholder value by increasing free cash flow.
3) Margin of Safety: Acquire these businesses at a significant margin of safety to intrinsic value, ideally when they are out-of-favor. Attractive risk/reward relationship with strong upside potential of at least 50% and downside risk of no more than 15%. Think about valuation in terms of expected value (taking into account the probability of various upside/downside scenarios).